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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 %
WCM
726
Whitener Capital Management
North Carolina
$1.65M +$245K +800 +17%
CK
727
Cohen Klingenstein
New York
$1.65M – – –
EBT
728
Enterprise Bank & Trust
Massachusetts
$1.65M – – –
MIA
729
MMBG Investment Advisors
Florida
$1.63M – – –
EWM
730
Elite Wealth Management
Washington
$1.62M -$1.01M -3,304 -38%
LAIC
731
Lederer & Associates Investment Counsel
California
$1.6M -$19.9K -65 -1%
CGA
732
Channing Global Advisors
Florida
$1.6M -$144K -473 -8%
RSWM
733
Robertson Stephens Wealth Management
California
$1.58M +$14.7K +48 +0.9%
TCM
734
Thames Capital Management
New Jersey
$1.58M -$13.7M -44,747 -90%
IEFM
735
IQ EQ Fund Management
Ireland
$1.57M -$112K -367 -7%
CAM
736
Cypress Asset Management
Texas
$1.57M -$15.3K -50 -1%
TMAM
737
Tokio Marine Asset Management
Japan
$1.56M +$161K +527 +11%
CT
738
Coastline Trust
Rhode Island
$1.56M -$1.09M -3,570 -41%
CIP
739
Chartwell Investment Partners
Pennsylvania
$1.55M -$12.8K -42 -0.8%
SF
740
Symphony Financial
Texas
$1.53M -$456K -1,469 -23%
CWM
741
Chemistry Wealth Management
New York
$1.53M +$5.8K +19 +0.4%
FFG
742
Frisch Financial Group
New York
$1.53M -$315K -1,030 -17%
VFM
743
Viking Fund Management
North Dakota
$1.53M – – –
LWP
744
Lumature Wealth Partners
Georgia
$1.52M +$78.2K +256 +5%
MHC
745
Meyer Handelman Company
New York
$1.52M +$339K +1,110 +29%
SC
746
Skylands Capital
Wisconsin
$1.52M -$702K -2,300 -32%
LFS
747
Legacy Financial Strategies
Kansas
$1.51M +$149K +487 +11%
AssetMark Inc
748
AssetMark Inc
California
$1.51M +$331K +1,084 +28%
AAM
749
Azzad Asset Management
Virginia
$1.5M +$629K +2,060 +72%
CFM
750
Capricorn Fund Managers
United Kingdom
$1.5M +$1.27M +4,173 +574%
28 29
30
31 32