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 %
LCH
851
Lee Capital Holdings
New York
$1.06M -$1.53M -4,535 -59%
MA
852
Mezzasalma Advisors
New Jersey
$1.04M -$6.74K -20 -0.6%
MS
853
Maven Securities
Jersey
$1.04M +$135K +400 +15%
BRWA
854
B. Riley Wealth Advisors
Florida
$1.04M -$11.1K -33 -1%
OC
855
Oppenheimer & Co
New York
$1.04M +$64.7K +192 +7%
ECM
856
Exchange Capital Management
Michigan
$1.04M -$28K -83 -3%
FRA
857
Frank Rimerman Advisors
California
$1.03M +$2.7K +8 +0.3%
BFA
858
Beaumont Financial Advisors
Massachusetts
$1.03M +$6.07K +18 +0.6%
Q
859
QVR
California
$1.03M +$1.03M +3,063 New
DAS
860
Dynamic Advisor Solutions
Arizona
$1.03M -$55.3K -164 -5%
PRC
861
Pearl River Capital
Michigan
$1.03M +$1.03M +3,051 New
PJSIMP
862
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.02M -$60K -161 -6%
KPW
863
Kore Private Wealth
New York
$1.02M +$2.02K +6 +0.2%
Tudor Investment Corp
864
Tudor Investment Corp
Connecticut
$1.01M -$160K -474 -14%
PWPS
865
Pinnacle Wealth Planning Services
Ohio
$1.01M +$75.5K +224 +8%
FPCP
866
Fort Point Capital Partners
California
$1.01M +$51.2K +152 +5%
SIA
867
Schechter Investment Advisors
Michigan
$1.01M +$33.7K +100 +3%
CI
868
Cavalier Investments
Georgia
$998K -$91.4K -271 -8%
GIA
869
Gladstone Institutional Advisory
Florida
$997K -$934K -2,770 -48%
PVH
870
Psagot Value Holdings
Israel
$993K +$139K +413 +16%
JF
871
Joule Financial
Kentucky
$993K +$993K +2,946 New
DL
872
DOHJ LLC
Washington
$992K -$94.7K -281 -9%
QCG
873
Quadrant Capital Group
Ohio
$987K +$21.2K +63 +2%
RWM
874
Ritholtz Wealth Management
New York
$987K +$137K +406 +16%
SDIC
875
South Dakota Investment Council
South Dakota
$984K – – –
33 34
35
36 37