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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
701
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.13M -$338K -1,004 -14%
GH
702
GAM Holding
Switzerland
$2.13M -$2.86M -8,492 -57%
GKFF
703
George Kaiser Family Foundation
Oklahoma
$2.12M – – –
CI
704
Ceera Investments
Texas
$2.1M – – –
IB
705
Intrust Bank
Kansas
$2.09M -$133K -394 -6%
SC
706
Scholtz & Company
Connecticut
$2.08M -$3.06M -9,083 -60%
SAM
707
Sabadell Asset Management
Spain
$2.05M +$725K +2,100 +55%
AI
708
Advent International
Massachusetts
$2.04M +$893K +2,650 +78%
DAC
709
Dividend Assets Capital
South Carolina
$2.04M +$129K +383 +7%
FFG
710
Frisch Financial Group
New York
$2.03M – – –
ROTUOC
711
Regents of the University of California
California
$2.02M – – –
MYIA
712
Mount Yale Investment Advisors
Colorado
$2.01M -$115K -342 -5%
CA
713
Clearstead Advisors
Ohio
$2M – – –
TPA
714
Trivium Point Advisory
Connecticut
$2M +$26.7K +76 +1%
FTDI
715
First Trust Direct Indexing
Massachusetts
$1.97M +$6.74K +20 +0.3%
KCM
716
Kendall Capital Management
Maryland
$1.97M -$388K -1,151 -16%
TYCC
717
Texas Yale Capital Corp
Florida
$1.97M +$37.1K +110 +2%
TCOV
718
Trust Company of Vermont
Vermont
$1.96M -$12.5K -37 -0.6%
Dodge & Cox
719
Dodge & Cox
California
$1.96M -$33.7K -100 -2%
GC
720
Guardian Capital
Ontario, Canada
$1.95M +$104K +310 +6%
CGA
721
Channing Global Advisors
Florida
$1.92M +$61.3K +182 +3%
SF
722
Synovus Financial
Georgia
$1.91M +$1.16M +3,429 +153%
WR
723
WD Rutherford
Oregon
$1.9M -$69.1K -205 -4%
EF
724
Empirical Finance
Pennsylvania
$1.86M +$133K +395 +8%
MG
725
Mather Group
Illinois
$1.86M +$872K +2,589 +88%
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