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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 %
NA
826
NewEdge Advisors
Louisiana
$1.29M +$530K +3,168 +70%
CAM
827
Cresset Asset Management
Illinois
$1.28M +$118K +383 +10%
VFA
828
Voya Financial Advisors
Connecticut
$1.28M -$304K -896 -19%
CB
829
Cadence Bank
Mississippi
$1.28M -$16.7K -50 -1%
HPIA
830
Hamilton Point Investment Advisors
North Carolina
$1.27M -$8.04K -24 -0.6%
RMDI
831
R.M. Davis Inc
Maine
$1.27M +$134K +400 +12%
BSW
832
Buckingham Strategic Wealth
Missouri
$1.27M -$131K -392 -9%
Nomura Holdings
833
Nomura Holdings
Japan
$1.26M +$1.26M +3,750 New
AAP
834
Aristotle Atlantic Partners
Florida
$1.25M – – –
ATC
835
Argent Trust Co
Tennessee
$1.25M -$51.9K -155 -4%
RWA
836
River Wealth Advisors
Pennsylvania
$1.24M -$6.03K -18 -0.5%
IA
837
IFP Advisors
Florida
$1.24M -$15.8K -89 -1%
BL
838
Balentine LLC
Georgia
$1.23M -$243K -725 -16%
LWAM
839
Legacy Wealth Asset Management
Minnesota
$1.23M +$6.7K +20 +0.5%
FMAEN1
840
Fund Management at Engine No 1
California
$1.23M +$131K +391 +12%
MNBTD
841
Moody National Bank Trust Division
Texas
$1.22M – – –
EMG
842
ETF Managers Group
New Jersey
$1.22M +$1.22M +3,641 New
CG
843
Colony Group
Massachusetts
$1.22M +$539K +1,610 +80%
TAM
844
Tealwood Asset Management
Minnesota
$1.22M -$13.4K -40 -1%
BEI
845
Benjamin Edwards Inc
Missouri
$1.22M +$30.2K +90 +3%
PWM
846
Perigon Wealth Management
California
$1.22M +$201K +600 +20%
CAM
847
Congress Asset Management
Massachusetts
$1.21M +$21.1K +63 +2%
BIM
848
Baldwin Investment Management
Pennsylvania
$1.21M +$90.4K +270 +8%
JGGDR
849
JGP Global Gestao de Recursos
Brazil
$1.21M +$1.21M +3,600 New
BTW
850
Boston Trust Walden
Massachusetts
$1.2M -$47.2K -141 -4%
32 33
34
35 36