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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
676
Skylands Capital
Wisconsin
$2.45M +$708K +2,100 +41%
P
677
Pitcairn
Pennsylvania
$2.45M +$986K +2,924 +67%
ECM
678
Element Capital Management
New York
$2.4M +$799K +2,371 +50%
CIA
679
Choate Investment Advisors
Massachusetts
$2.39M -$268K -795 -10%
OIS
680
Okabena Investment Services
Minnesota
$2.36M +$1.36M +4,034 +135%
SAM
681
Silvercrest Asset Management
New York
$2.35M -$822K -2,440 -26%
FWM
682
Fortress Wealth Management
California
$2.34M – – –
BOH
683
Bank of Hawaii
Hawaii
$2.33M +$124K +369 +6%
DSC
684
Duncker Streett & Co
Missouri
$2.32M – – –
BPA
685
Beacon Pointe Advisors
California
$2.32M -$2.38M -7,093 -51%
JWCA
686
J.W. Coons Advisors
Ohio
$2.3M -$110K -325 -5%
HBT
687
Hills Bank & Trust
Iowa
$2.29M +$40.4K +120 +2%
SWP
688
Stratos Wealth Partners
Ohio
$2.28M +$89.3K +265 +4%
FMC
689
First Merchants Corp
Indiana
$2.28M -$1.45M -4,293 -39%
Harris Associates
690
Harris Associates
Illinois
$2.27M -$84.3K -250 -4%
IC
691
IEQ Capital
California
$2.26M -$48.5K -144 -2%
SC
692
Settian Capital
New York
$2.23M – – –
AAM
693
Arabesque Asset Management
United Kingdom
$2.23M +$506K +1,502 +29%
KPWS
694
Kestra Private Wealth Services
Texas
$2.2M +$1.58M +4,688 +254%
CFGS
695
Concourse Financial Group Securities
Alabama
$2.2M -$144K -426 -6%
MGP
696
Metis Global Partners
California
$2.17M +$268K +794 +14%
WJWM
697
Williams Jones Wealth Management
New York
$2.17M +$1.47M +4,349 +208%
OC
698
Oakmont Corp
California
$2.15M – – –
SF
699
Symphony Financial
Texas
$2.15M -$128K -383 -6%
UB
700
UMB Bank
Missouri
$2.14M -$5.73K -17 -0.3%
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