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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 %
WR
751
WD Rutherford
Oregon
$1.75M -$109K -325 -6%
RSWM
752
Robertson Stephens Wealth Management
California
$1.74M +$3.35K +10 +0.2%
HWMA
753
Heritage Wealth Management (Arizona)
Arizona
$1.74M +$891K +2,660 +105%
LAIC
754
Lederer & Associates Investment Counsel
California
$1.71M -$43.5K -130 -2%
WCM
755
Whitener Capital Management
North Carolina
$1.71M -$100K -300 -6%
CGA
756
Channing Global Advisors
Florida
$1.7M -$49.6K -148 -3%
OIS
757
Okabena Investment Services
Minnesota
$1.7M +$1.69M +1,692,191 +21,670%
PNAA
758
Pictet North America Advisors
Switzerland
$1.7M +$1.7M +5,073 New
CAM
759
Cypress Asset Management
Texas
$1.7M -$21.4K -64 -1%
TRCT
760
Tower Research Capital (TRC)
New York
$1.69M -$11.2M -33,345 -87%
S
761
SignatureFD
Georgia
$1.69M -$162K -483 -9%
FFG
762
Frisch Financial Group
New York
$1.68M – – –
VFM
763
Viking Fund Management
North Dakota
$1.67M – – –
Boston Partners
764
Boston Partners
Massachusetts
$1.67M -$227K -678 -12%
SC
765
Skylands Capital
Wisconsin
$1.67M – – –
AI
766
AXS Investments
New York
$1.66M +$20.1K +60 +1%
AIC
767
Argus Investors Counsel
New York
$1.63M +$18.1K +54 +1%
CWM
768
Chemistry Wealth Management
New York
$1.63M -$49.9K -149 -3%
CG
769
Caprock Group
Idaho
$1.6M +$1.01K +3 +0.1%
VFA
770
Valeo Financial Advisors
Indiana
$1.6M +$633K +1,891 +66%
AAP
771
Arax Advisory Partners
Colorado
$1.59M +$16.4K +49 +1%
BAM
772
Belpointe Asset Management
Nevada
$1.59M +$30.8K +92 +2%
DCM
773
Decatur Capital Management
Georgia
$1.59M – – –
SICM
774
Sustainable Insight Capital Management
New York
$1.59M +$416K +1,242 +35%
BWL
775
Bogart Wealth LLC
Virginia
$1.58M +$247K +738 +19%
29 30
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