SPGI icon

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 %
BWP
851
Baldwin Wealth Partners
Massachusetts
$1.2M +$25.1K +75 +2%
QCG
852
Quadrant Capital Group
Ohio
$1.18M +$67.3K +201 +6%
NEI
853
Northwest & Ethical Investments
Ontario, Canada
$1.18M +$1.18M +3,520 New
MCM
854
MAI Capital Management
Ohio
$1.18M +$165K +494 +16%
VWM
855
Venturi Wealth Management
Texas
$1.17M +$82.1K +245 +8%
RMCM
856
Reynders McVeigh Capital Management
Massachusetts
$1.15M +$529K +1,580 +85%
BP
857
Ballentine Partners
Massachusetts
$1.14M +$43.5K +130 +4%
WC
858
Woodstock Corp
Massachusetts
$1.14M -$5.69K -17 -0.5%
DL
859
DOHJ LLC
Washington
$1.11M +$16.7K +50 +2%
CFCI
860
Comprehensive Financial Consultants Institutional
Indiana
$1.11M +$71.7K +195 +7%
FPCP
861
Fort Point Capital Partners
California
$1.1M +$55.3K +165 +5%
CWM
862
Catalyst Wealth Management
Georgia
$1.1M +$1.1M +3,270 New
HWM
863
HB Wealth Management
Georgia
$1.08M +$22.1K +66 +2%
CI
864
Cooper Investors
Australia
$1.07M -$50.1M -149,465 -98%
CNC
865
Canandaigua National Corp
New York
$1.06M -$286K -853 -21%
CCA
866
Conestoga Capital Advisors
Pennsylvania
$1.06M +$118K +353 +13%
Fisher Asset Management
867
Fisher Asset Management
Washington
$1.06M +$329K +983 +45%
WHCI
868
W.H. Cornerstone Investments
Massachusetts
$1.06M -$42.5K -116 -4%
TPW
869
Transatlantique Private Wealth
New York
$1.05M +$195K +590 +23%
HT
870
Heritage Trust
Oklahoma
$1.05M -$13.7K -41 -1%
GCM
871
Greenland Capital Management
New York
$1.04M +$1.04M +3,119 New
RVPG
872
Relative Value Partners Group
$1.04M -$52.9K -158 -5%
SC
873
Sepio Capital
Utah
$1.04M -$5.03K -15 -0.5%
SFA
874
Sequoia Financial Advisors
Ohio
$1.04M +$489K +1,460 +89%
MA
875
Mezzasalma Advisors
New Jersey
$1.04M – – –
33 34
35
36 37