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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 %
CCG
776
Chatham Capital Group
Georgia
$1.58M +$45.2K +135 +3%
DEA
777
DoubleLine ETF Adviser
Florida
$1.57M +$1.57M +4,698 New
LWP
778
Lumature Wealth Partners
Georgia
$1.57M -$97.5K -291 -6%
WP
779
WealthShield Partners
North Carolina
$1.57M +$250K +745 +19%
HIP
780
Harrell Investment Partners
Texas
$1.56M +$77.7K +232 +5%
PWAG
781
Polaris Wealth Advisory Group
California
$1.56M – – –
Verition Fund Management
782
Verition Fund Management
Connecticut
$1.56M -$2.17M -6,484 -58%
CGIM
783
Capital Group Investment Management
Singapore
$1.55M +$1.55M +4,635 New
CGL
784
Clarius Group LLC
Washington
$1.55M +$27.1K +81 +2%
BB
785
Bell Bank
North Dakota
$1.53M -$60.6K -181 -4%
BRWA
786
B. Riley Wealth Advisors
Florida
$1.5M +$265K +792 +22%
LT
787
Lindsell Train
United Kingdom
$1.47M – – –
CPC
788
Consolidated Planning Corp
Georgia
$1.47M -$6.7K -20 -0.5%
AMM
789
American Money Management
California
$1.47M +$93.4K +279 +7%
AIM
790
Anchor Investment Management
South Carolina
$1.46M -$157K -470 -10%
WFG
791
Wills Financial Group
Virginia
$1.45M +$1.45M +4,331 New
HCC
792
Hirtle Callaghan & Co
Pennsylvania
$1.44M -$42.2K -126 -3%
SAM
793
Stansberry Asset Management
Texas
$1.43M -$3.65M -10,892 -72%
ACM
794
Ashford Capital Management
Delaware
$1.42M -$47.2K -141 -3%
ICM
795
IMS Capital Management
Oregon
$1.42M -$3.35K -10 -0.2%
AWM
796
Avitas Wealth Management
California
$1.41M +$4.69K +14 +0.3%
PCM
797
Parsons Capital Management
Rhode Island
$1.41M -$156K -465 -10%
AWM
798
Apollon Wealth Management
South Carolina
$1.4M -$169K -504 -11%
IEFM
799
IQ EQ Fund Management
Ireland
$1.4M -$326K -972 -19%
SIM
800
Sterling Investment Management
Arizona
$1.39M -$91.8K -274 -6%
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