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S&P Global
SPGI

Overview Fund Activity

1,492 hedge funds and large institutions have $87.3B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 555 increasing their positions, 609 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
-57
Holders Change %
-3.68%
% of All Funds
25.8%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
555
Reduced
609
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M

Top Buyers

1
LP
Longview Partners
Guernsey
+$469M
2
FCM
Farallon Capital Management
California
+$119M
3
Amundi
Amundi
France
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
N
Natixis
France
+$105M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$568M
3
Capital International Investors
Capital International Investors
California
-$315M
4
BlackRock
BlackRock
New York
-$272M
5
Edgewood Management
Edgewood Management
Connecticut
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
801
Arden Trust
Delaware
$1.23M -$261K -856 -17%
CNC
802
Canandaigua National Corp
New York
$1.23M – – –
KCM
803
Kendall Capital Management
Maryland
$1.22M -$564K -1,848 -32%
EM
804
Excalibur Management
Massachusetts
$1.22M – – –
BWL
805
Bogart Wealth LLC
Virginia
$1.22M +$191K +624 +19%
BWP
806
Balboa Wealth Partners
Arizona
$1.21M +$1.21M +3,959 New
TAM
807
Trust Asset Management
Texas
$1.21M +$68.4K +224 +6%
WS
808
Wedbush Securities
California
$1.2M -$26.3K -86 -2%
WP
809
WealthShield Partners
North Carolina
$1.2M +$54.4K +178 +5%
QCM
810
Quantinno Capital Management
New York
$1.2M +$60.7K +199 +5%
PTC
811
Private Trust Company
Ohio
$1.19M -$4.58K -15 -0.4%
ATC
812
Argent Trust Co
Tennessee
$1.18M -$121K -396 -9%
AWC
813
Abundance Wealth Counselors
Pennsylvania
$1.18M +$1.53K +5 +0.1%
CB
814
Cadence Bank
Mississippi
$1.18M +$487K +1,594 +70%
EWM
815
Evercore Wealth Management
New York
$1.17M -$12.2K -40 -1%
HPIA
816
Hamilton Point Investment Advisors
North Carolina
$1.17M – – –
PA
817
Profund Advisors
Maryland
$1.16M +$10.7K +35 +0.9%
CAM
818
Cresset Asset Management
Illinois
$1.15M -$292K -954 -20%
AG
819
AIA Group
Hong Kong
$1.14M -$363K -1,189 -24%
AAP
820
Aristotle Atlantic Partners
Florida
$1.14M – – –
BTW
821
Boston Trust Walden
Massachusetts
$1.14M -$215K -705 -16%
RWA
822
River Wealth Advisors
Pennsylvania
$1.13M -$32.1K -105 -3%
BRWA
823
B. Riley Wealth Advisors
Florida
$1.13M +$185K +603 +20%
TAM
824
Tealwood Asset Management
Minnesota
$1.12M +$611 +2 +0.1%
LWAM
825
Legacy Wealth Asset Management
Minnesota
$1.12M +$400K +1,309 +56%
31 32
33
34 35