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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 %
CAM
876
CenterStar Asset Management
Illinois
$972K -$452K – –
FHA
877
Flagship Harbor Advisors
Massachusetts
$971K +$57.3K +170 +6%
CIM
878
Caldwell Investment Management
Ontario, Canada
$970K -$738K -2,191 -43%
AAM
879
Azzad Asset Management
Virginia
$958K +$19.5K +58 +2%
RPC
880
Rossmore Private Capital
Connecticut
$954K +$87.6K +260 +10%
ARI
881
Applied Research Investments
Delaware
$952K -$3.37K -10 -0.4%
CCA
882
Conestoga Capital Advisors
Pennsylvania
$951K – – –
SP
883
Symmetry Partners
Connecticut
$950K -$164K -486 -15%
HWM
884
HB Wealth Management
Georgia
$941K +$218K +648 +30%
CFCI
885
Comprehensive Financial Consultants Institutional
Indiana
$936K +$30.4K +88 +3%
KCM
886
Kanawha Capital Management
Virginia
$935K +$28.3K +84 +3%
HWM
887
Hohimer Wealth Management
Washington
$933K -$163K -484 -15%
CI
888
Conning Inc
Connecticut
$932K -$8.43K -25 -0.9%
HLOC
889
H.L. Ormond & Company
North Carolina
$920K -$112K -331 -11%
CA
890
Cetera Advisors
Colorado
$919K -$29.3K -87 -3%
FBT
891
First Bankers Trust
Kentucky
$915K -$116K -344 -11%
WF
892
WoodTrust Financial
Wisconsin
$915K +$8.42K +25 +0.9%
BCM
893
Bayesian Capital Management
New York
$914K +$914K +2,713 New
CAAS
894
Capital Asset Advisory Services
Michigan
$912K +$68.8K +204 +8%
EB
895
Eastern Bank
Massachusetts
$910K -$88K -261 -9%
FG
896
Foster Group
Iowa
$908K -$7.42K -22 -0.8%
TCOO
897
Trust Company of Oklahoma
Oklahoma
$907K +$29.3K +87 +3%
PTP
898
Platform Technology Partners
New York
$905K +$24.6K +73 +3%
OWA
899
Outlook Wealth Advisors
Texas
$898K +$337 +1 +0%
PWM
900
Perigon Wealth Management
California
$891K +$12.8K +38 +1%
34 35
36
37 38