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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 %
BFM
676
Boston Financial Management
Massachusetts
$2.47M +$248K +740 +11%
MFAM
677
Motley Fool Asset Management
Virginia
$2.45M -$51.9K -155 -2%
CIA
678
Choate Investment Advisors
Massachusetts
$2.44M +$89.8K +268 +4%
IC
679
IEQ Capital
California
$2.44M -$1.12M -3,355 -32%
CCG
680
Cypress Capital Group
Florida
$2.43M -$296K -885 -11%
FNBOMD
681
First National Bank of Mount Dora
Florida
$2.43M +$127K +378 +6%
MJB
682
Mark J. Bradley
$2.42M -$156K -466 -6%
BFG
683
Bleakley Financial Group
New Jersey
$2.42M +$2.42M +7,220 New
SLI
684
Sumitomo Life Insurance
Japan
$2.41M -$40.2K -120 -2%
CIP
685
Chartwell Investment Partners
Pennsylvania
$2.38M +$677K +2,020 +40%
BS
686
Bessemer Securities
New York
$2.36M – – –
BFW
687
Brady Family Wealth
Missouri
$2.35M +$2.35M +7,019 New
ONB
688
Old National Bancorp
Indiana
$2.33M -$300K -895 -11%
FWM
689
Fortress Wealth Management
California
$2.32M – – –
KPWS
690
Kestra Private Wealth Services
Texas
$2.32M -$237K -709 -9%
LTAS
691
Linden Thomas Advisory Services
North Carolina
$2.32M +$2.32M +6,913 New
WJWM
692
Williams Jones Wealth Management
New York
$2.31M -$44.5K -133 -2%
DSC
693
Duncker Streett & Co
Missouri
$2.31M – – –
AWS
694
Atria Wealth Solutions
New York
$2.31M +$87.4K +261 +4%
MG
695
Mather Group
Illinois
$2.31M +$46.2K +138 +2%
TAM
696
Tocqueville Asset Management
New York
$2.3M +$1.96M +5,854 +580%
HI
697
Horizon Investments
North Carolina
$2.29M +$751K +2,243 +49%
QIM
698
Quantitative Investment Management
Virginia
$2.29M +$101K +302 +5%
Harris Associates
699
Harris Associates
Illinois
$2.27M +$22.4K +67 +1%
HBT
700
Hills Bank & Trust
Iowa
$2.24M – – –
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