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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 %
TPA
726
Trivium Point Advisory
Connecticut
$2M -$3.48K -10 -0.2%
GIA
727
Gladstone Institutional Advisory
Florida
$2M -$77K -230 -4%
CFM
728
Capricorn Fund Managers
United Kingdom
$1.98M +$335K +1,000 +20%
CA
729
Clearstead Advisors
Ohio
$1.97M -$28.5K -85 -1%
IMRF
730
Illinois Municipal Retirement Fund
Illinois
$1.97M -$652K -1,947 -25%
Dodge & Cox
731
Dodge & Cox
California
$1.94M – – –
RWM
732
Ritholtz Wealth Management
New York
$1.93M +$515K +1,538 +36%
TCOV
733
Trust Company of Vermont
Vermont
$1.93M +$13.7K +41 +0.7%
MYIA
734
Mount Yale Investment Advisors
Colorado
$1.92M +$53.3K +159 +3%
TYCC
735
Texas Yale Capital Corp
Florida
$1.9M -$77K -230 -4%
EBT
736
Enterprise Bank & Trust
Massachusetts
$1.87M +$60K +179 +3%
MHC
737
Meyer Handelman Company
New York
$1.86M +$188K +561 +11%
IWS
738
Insight Wealth Strategies
California
$1.85M +$32.8K +98 +2%
TMAM
739
Tokio Marine Asset Management
Japan
$1.84M +$128K +382 +7%
SC
740
Scholtz & Company
Connecticut
$1.83M -$104K -311 -5%
SFA
741
Souders Financial Advisors
Ohio
$1.81M -$339K -1,013 -16%
LFS
742
Legacy Financial Strategies
Kansas
$1.81M +$157K +469 +10%
CK
743
Cohen Klingenstein
New York
$1.81M – – –
VIA
744
Vident Investment Advisory
Georgia
$1.81M -$1.39M -4,143 -43%
YIH
745
Y-Intercept (HK)
Hong Kong
$1.8M -$4.15M -12,387 -70%
FTDI
746
First Trust Direct Indexing
Massachusetts
$1.8M -$178K -532 -9%
EWM
747
Elite Wealth Management
Washington
$1.78M -$3.35K -10 -0.2%
AAS
748
Avantax Advisory Services
Texas
$1.77M +$267K +797 +18%
MIA
749
MMBG Investment Advisors
Florida
$1.77M -$23.4K -70 -1%
GC
750
Guardian Capital
Ontario, Canada
$1.76M -$174K -520 -9%
28 29
30
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