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S&P Global
SPGI

Overview Fund Activity

1,560 hedge funds and large institutions have $93.9B invested in S&P Global in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 540 increasing their positions, 625 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+68
Holders Change %
+4.56%
% of All Funds
25.17%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.11%
New
176
Increased
540
Reduced
625
Closed
80
Calls
$614M
Puts
$617M
Net Calls
-$3.17M
Net Calls Change
+$295M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$481M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$390M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$233M
5
Millennium Management
Millennium Management
New York
+$213M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$890M
2
BlackRock
BlackRock
New York
-$871M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$778M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$602M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
651
Magnetar Financial
Illinois
$2.78M +$2.78M +8,301 New
UB
652
UMB Bank
Missouri
$2.73M -$37.5K -112 -1%
MWA
653
Meridian Wealth Advisors
Texas
$2.71M +$699K +2,088 +35%
VI
654
Vestcor Inc
New Brunswick, Canada
$2.71M -$31.8K -95 -1%
CAC
655
Certified Advisory Corp
Florida
$2.7M -$38.9K -116 -1%
GAM
656
Gotham Asset Management
New York
$2.7M +$536K +1,600 +25%
AAM
657
Azzad Asset Management
Virginia
$2.68M +$1.04M +3,098 +63%
FDS
658
Freedom Day Solutions
Texas
$2.67M -$90.8K -271 -3%
DAM
659
Deltec Asset Management
New York
$2.61M -$837K -2,500 -24%
FP
660
Factorial Partners
New York
$2.61M – – –
GLA
661
Great Lakes Advisors
Illinois
$2.61M -$217K -647 -8%
PI
662
Pettee Investors
Connecticut
$2.61M -$131K -392 -5%
KIA
663
Knollwood Investment Advisory
Maryland
$2.6M +$2.6M +7,757 New
AC
664
AMS Capital
Brazil
$2.58M -$7.55M -22,532 -74%
CCG
665
Cloverfields Capital Group
Minnesota
$2.58M -$341K -1,018 -12%
BOH
666
Bank of Hawaii
Hawaii
$2.57M -$14.1K -42 -0.5%
M
667
Mirova
France
$2.57M +$433K +1,293 +20%
EF
668
Empirical Finance
Pennsylvania
$2.56M +$242K +723 +10%
MA
669
Montag & Associates
Georgia
$2.55M -$474K -1,416 -16%
FFA
670
First Foundation Advisors
California
$2.53M -$164K -491 -6%
CIAS
671
CFS Investment Advisory Services
New Jersey
$2.52M -$778M -2,324,108 -100%
SC
672
Settian Capital
New York
$2.49M +$268K +800 +12%
SAM
673
Silvercrest Asset Management
New York
$2.49M +$410K +1,223 +20%
HA
674
Herold Advisors
New York
$2.49M +$2.49M +7,420 New
FMC
675
First Merchants Corp
Indiana
$2.47M +$135K +402 +6%
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