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S&P Global
SPGI

Overview Fund Activity

1,492 hedge funds and large institutions have $87.3B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 555 increasing their positions, 609 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
-57
Holders Change %
-3.68%
% of All Funds
25.8%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
555
Reduced
609
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M

Top Buyers

1
LP
Longview Partners
Guernsey
+$469M
2
FCM
Farallon Capital Management
California
+$119M
3
Amundi
Amundi
France
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
N
Natixis
France
+$105M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$568M
3
Capital International Investors
Capital International Investors
California
-$315M
4
BlackRock
BlackRock
New York
-$272M
5
Edgewood Management
Edgewood Management
Connecticut
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
GKFF
701
George Kaiser Family Foundation
Oklahoma
$1.92M – – –
SAM
702
Silvercrest Asset Management
New York
$1.89M -$233K -764 -11%
GIA
703
Gladstone Institutional Advisory
Florida
$1.89M +$988K +3,236 +109%
CI
704
Ceera Investments
Texas
$1.88M -$22.9K -75 -1%
AG
705
Ascent Group
Virginia
$1.88M -$318K -990 -14%
SEC
706
Seven Eight Capital
New York
$1.87M +$1.87M +6,123 New
AI
707
Advent International
Massachusetts
$1.85M – – –
BPA
708
Beacon Pointe Advisors
California
$1.85M -$259K -849 -12%
IWS
709
Insight Wealth Strategies
California
$1.83M – – –
ROTUOC
710
Regents of the University of California
California
$1.83M – – –
MWA
711
Meridian Wealth Advisors
Texas
$1.83M -$450K -1,473 -20%
SF
712
Synovus Financial
Georgia
$1.83M +$104K +342 +6%
VC
713
Vestor Capital
Illinois
$1.83M +$1.83M +5,994 New
TPA
714
Trivium Point Advisory
Connecticut
$1.83M +$30K +95 +2%
CA
715
Clearstead Advisors
Ohio
$1.82M +$13.1K +43 +0.7%
TYCC
716
Texas Yale Capital Corp
Florida
$1.8M +$21.4K +70 +1%
FTDI
717
First Trust Direct Indexing
Massachusetts
$1.8M +$13.4K +44 +0.8%
Wolverine Trading
718
Wolverine Trading
Illinois
$1.78M -$1.1M -3,552 -38%
Dodge & Cox
719
Dodge & Cox
California
$1.77M – – –
GC
720
Guardian Capital
Ontario, Canada
$1.76M – – –
TCOV
721
Trust Company of Vermont
Vermont
$1.75M -$29K -95 -2%
Boston Partners
722
Boston Partners
Massachusetts
$1.73M -$673K -2,204 -28%
MYIA
723
Mount Yale Investment Advisors
Colorado
$1.71M -$117K -384 -6%
WR
724
WD Rutherford
Oregon
$1.69M -$30.5K -100 -2%
S
725
SignatureFD
Georgia
$1.69M +$116K +381 +7%
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