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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 %
AssetMark Inc
701
AssetMark Inc
California
$2.24M +$585K +1,747 +35%
TC
702
TwinBeech Capital
New York
$2.23M -$44.8M -133,883 -95%
SWP
703
Stratos Wealth Partners
Ohio
$2.21M +$53.3K +159 +2%
DIM
704
Delta Investment Management
California
$2.21M -$715K -2,136 -24%
PI
705
PEAK6 Investments
Illinois
$2.21M +$2.21M +6,591 +219,700%
CFGS
706
Concourse Financial Group Securities
Alabama
$2.2M +$20.8K +62 +1%
JWCA
707
J.W. Coons Advisors
Ohio
$2.2M -$40.5K -121 -2%
PAM
708
Panagora Asset Management
Massachusetts
$2.2M -$5.67M -16,942 -72%
HSA
709
HBK Sorce Advisory
Pennsylvania
$2.18M +$1.29M +3,846 +144%
CS
710
Cannell & Spears
New York
$2.16M -$23.1K -69 -1%
CP
711
CenterBook Partners
Connecticut
$2.14M +$925K +2,762 +76%
OC
712
Oakmont Corp
California
$2.14M – – –
CC
713
Centiva Capital
New York
$2.14M +$1.22M +3,653 +134%
FA
714
FDx Advisors
Illinois
$2.12M -$36.2K -108 -2%
GH
715
GAM Holding
Switzerland
$2.11M -$4.02K -12 -0.2%
WHAM
716
Windmill Hill Asset Management
United Kingdom
$2.11M +$2.11M +6,290 New
GKFF
717
George Kaiser Family Foundation
Oklahoma
$2.11M – – –
P
718
Pitcairn
Pennsylvania
$2.08M -$162K -484 -7%
CI
719
Ceera Investments
Texas
$2.07M +$1.01K +3 +0%
CA
720
Cetera Advisors
Colorado
$2.05M +$1.18M +3,511 +134%
AG
721
Ascent Group
Virginia
$2.04M +$88.1K +263 +5%
IB
722
Intrust Bank
Kansas
$2.04M -$71K -212 -3%
SW
723
SVB Wealth
Massachusetts
$2.02M -$159K -476 -7%
ROTUOC
724
Regents of the University of California
California
$2.01M – – –
TW
725
Transform Wealth
Colorado
$2.01M +$1.61M +4,796 +400%
27 28
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