SPGI icon

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 %
HIP
801
Harrell Investment Partners
Texas
$1.38M +$58.3K +173 +4%
NPA
802
Nichols & Pratt Advisers
Massachusetts
$1.37M – – –
IC
803
Inverness Counsel
New York
$1.36M -$4.38K -13 -0.3%
CNC
804
Canandaigua National Corp
New York
$1.36M +$423K +1,254 +45%
WS
805
Wedbush Securities
California
$1.36M +$303K +898 +29%
AAS
806
Avantax Advisory Services
Texas
$1.35M +$486K +1,441 +56%
EM
807
Excalibur Management
Massachusetts
$1.35M – – –
ICM
808
IMS Capital Management
Oregon
$1.34M +$5.06K +15 +0.4%
CAM
809
Cresset Asset Management
Illinois
$1.33M -$645K -2,291 -33%
PTC
810
Private Trust Company
Ohio
$1.32M -$131K -390 -9%
CCM
811
Coldstream Capital Management
Washington
$1.31M +$247K +733 +23%
EWM
812
Evercore Wealth Management
New York
$1.31M – – –
AWC
813
Abundance Wealth Counselors
Pennsylvania
$1.31M +$75.8K +225 +6%
MHC
814
Meyer Handelman Company
New York
$1.3M +$790K +2,345 +154%
DWM
815
Darwin Wealth Management
Florida
$1.3M +$224K +607 +21%
AssetMark Inc
816
AssetMark Inc
California
$1.3M +$373K +1,107 +40%
HPIA
817
Hamilton Point Investment Advisors
North Carolina
$1.29M -$5.06K -15 -0.4%
RWA
818
River Wealth Advisors
Pennsylvania
$1.29M -$113K -334 -8%
BPGAM
819
BTG Pactual Global Asset Management
Bermuda
$1.28M -$108K -321 -8%
PA
820
Profund Advisors
Maryland
$1.27M -$407K -1,209 -24%
WP
821
WealthShield Partners
North Carolina
$1.27M +$179K +530 +16%
MNBTD
822
Moody National Bank Trust Division
Texas
$1.27M +$1.27M +3,754 New
TPM
823
Triasima Portfolio Management
Quebec, Canada
$1.26M – – –
AAP
824
Aristotle Atlantic Partners
Florida
$1.26M – – –
SIM
825
Sterling Investment Management
Arizona
$1.26M +$1.26M +3,735 New
31 32
33
34 35