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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
776
Jacobsen Capital Management
Utah
$1.51M -$133K -394 -8%
CI
777
Cigna Investments
Connecticut
$1.5M -$579K -1,719 -28%
LFS
778
Legacy Financial Strategies
Kansas
$1.5M +$116K +344 +8%
BTW
779
Boston Trust Walden
Massachusetts
$1.49M +$674 +2 +0%
CPC
780
Consolidated Planning Corp
Georgia
$1.49M +$1.49M +4,425 New
LT
781
Lindsell Train
United Kingdom
$1.49M – – –
RI
782
Redwood Investments
Massachusetts
$1.48M -$59K -175 -4%
ACM
783
Ashford Capital Management
Delaware
$1.48M -$1.69K -5 -0.1%
CGL
784
Clarius Group LLC
Washington
$1.47M +$425K +1,260 +41%
EL
785
ERN LLC
Delaware
$1.46M +$1.46M +4,344 New
PWAG
786
Polaris Wealth Advisory Group
California
$1.44M – – –
ATC
787
Argent Trust Co
Tennessee
$1.44M +$52.2K +155 +4%
BAM
788
Belpointe Asset Management
Nevada
$1.44M – – –
QPBE
789
Quintet Private Bank (Europe)
Luxembourg
$1.43M +$1.43M +3,593 New
PA
790
Parallel Advisors
California
$1.42M +$194K +574 +16%
MAM
791
Meeder Asset Management
Ohio
$1.42M -$79.2K -235 -5%
BSW
792
Buckingham Strategic Wealth
Missouri
$1.41M +$33.7K +100 +2%
BFC
793
Blue Fin Capital
Rhode Island
$1.4M -$42.1K -125 -3%
AWM
794
Avitas Wealth Management
California
$1.4M +$101K +299 +8%
AWM
795
Altium Wealth Management
New York
$1.39M +$550K +1,630 +65%
FGP
796
Foyston, Gordon, & Payne
Ontario, Canada
$1.39M +$1.39M +4,131 New
HI
797
Horizon Investments
North Carolina
$1.39M -$629K -1,866 -31%
CIC
798
Cutler Investment Counsel
Oregon
$1.39M – – –
AIC
799
Argus Investors Counsel
New York
$1.38M +$113K +336 +9%
AMM
800
American Money Management
California
$1.38M +$1.38M +4,085 New
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