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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 %
HT
851
Heritage Trust
Oklahoma
$967K +$2.75K +9 +0.3%
HWM
852
HB Wealth Management
Georgia
$967K +$115K +376 +13%
EF
853
Empowered Funds
Pennsylvania
$966K -$411K -1,348 -30%
OC
854
Oppenheimer & Co
New York
$959K +$17.7K +58 +2%
SC
855
Sepio Capital
Utah
$952K -$678K -2,219 -42%
FPCP
856
Fort Point Capital Partners
California
$950K +$35.1K +115 +4%
MA
857
Mezzasalma Advisors
New Jersey
$945K – – –
FRA
858
Frank Rimerman Advisors
California
$940K +$2.14K +7 +0.2%
PWPS
859
Pinnacle Wealth Planning Services
Ohio
$936K +$18K +59 +2%
SIA
860
Schechter Investment Advisors
Michigan
$935K +$23.5K +77 +3%
S
861
Seeyond
France
$930K -$194K -635 -17%
HLOC
862
H.L. Ormond & Company
North Carolina
$930K +$95.4K +312 +11%
CCA
863
Checchi Capital Advisers
California
$929K -$58.3K -191 -6%
PWM
864
Perigon Wealth Management
California
$925K +$118K +385 +15%
BFA
865
Beaumont Financial Advisors
Massachusetts
$923K -$11.3K -37 -1%
MCM
866
MAI Capital Management
Ohio
$922K +$560K +1,835 +155%
BAM
867
Blueshift Asset Management
New Jersey
$919K +$919K +3,009 New
NIM
868
NuWave Investment Management
New Jersey
$916K +$916K +3,001 New
ECM
869
Exchange Capital Management
Michigan
$913K -$26K -85 -3%
KPW
870
Kore Private Wealth
New York
$910K -$10.7K -35 -1%
JF
871
Joule Financial
Kentucky
$900K – – –
CIM
872
Caldwell Investment Management
Ontario, Canada
$895K – – –
Lido Advisors
873
Lido Advisors
California
$887K +$279K +915 +46%
GAG
874
GM Advisory Group
New York
$886K +$492K +1,613 +125%
WHCI
875
W.H. Cornerstone Investments
Massachusetts
$884K +$884K +3,000 New
33 34
35
36 37