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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 %
BFC
801
Blue Fin Capital
Rhode Island
$1.37M -$37.2K -111 -3%
QCM
802
Quantinno Capital Management
New York
$1.37M +$59.3K +177 +5%
CI
803
Cigna Investments
Connecticut
$1.37M -$21.1K -63 -2%
PA
804
Profund Advisors
Maryland
$1.37M +$96.5K +288 +8%
CIC
805
Cutler Investment Counsel
Oregon
$1.37M – – –
NPA
806
Nichols & Pratt Advisers
Massachusetts
$1.36M – – –
JCM
807
Jacobsen Capital Management
Utah
$1.35M -$122K -364 -8%
MAS
808
Meeder Advisory Services
Ohio
$1.35M +$1.35M +4,022 New
AWC
809
Abundance Wealth Counselors
Pennsylvania
$1.35M +$47.9K +143 +4%
EM
810
Excalibur Management
Massachusetts
$1.34M – – –
HFA
811
Harbert Fund Advisors
Alabama
$1.34M +$1.34M +4,000 New
CCM
812
Coldstream Capital Management
Washington
$1.34M +$1.34M +3,999 New
AT
813
Arden Trust
Delaware
$1.34M -$16.7K -50 -1%
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.33M -$255K -762 -16%
RI
815
Redwood Investments
Massachusetts
$1.32M -$32.8K -98 -2%
TAM
816
Trust Asset Management
Texas
$1.32M – – –
SWM
817
Spire Wealth Management
Virginia
$1.32M -$46.9K -140 -3%
LCM
818
Legato Capital Management
California
$1.31M +$1.31M +3,924 New
PTC
819
Private Trust Company
Ohio
$1.31M +$2.68K +8 +0.2%
GCM
820
Geneva Capital Management
Wisconsin
$1.31M +$1.31M +3,900 New
PA
821
Parallel Advisors
California
$1.31M -$109K -326 -8%
GFS
822
GYL Financial Synergies
Connecticut
$1.3M +$887K +2,648 +212%
WS
823
Wedbush Securities
California
$1.3M -$21.1K -63 -2%
EWM
824
Evercore Wealth Management
New York
$1.3M +$10K +30 +0.8%
GIA
825
Guyasuta Investment Advisors
Pennsylvania
$1.29M +$80.7K +241 +7%
31 32
33
34 35