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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 %
5L
876
55I LLC
Massachusetts
$881K +$310K +1,015 +54%
VFA
877
Valeo Financial Advisors
Indiana
$879K +$133K +437 +18%
FHA
878
Flagship Harbor Advisors
Massachusetts
$866K -$14.1K -46 -2%
CIC
879
Chilton Investment Company
Connecticut
$865K -$39.4M -129,184 -98%
SBL
880
Sargent Bickham Lagudis
Colorado
$865K -$120K -393 -12%
CCA
881
Conestoga Capital Advisors
Pennsylvania
$862K – – –
UH
882
Unigestion Holding
Switzerland
$861K -$160K -515 -16%
ECM
883
Evergreen Capital Management
Washington
$860K +$510K +1,669 +146%
RPC
884
Rossmore Private Capital
Connecticut
$858K -$6.11K -20 -0.7%
SCM
885
Stevens Capital Management
Pennsylvania
$854K +$854K +2,796 New
TCOO
886
Trust Company of Oklahoma
Oklahoma
$846K +$24.1K +79 +3%
KCM
887
Kanawha Capital Management
Virginia
$846K -$610 -2 -0.1%
HWM
888
Hohimer Wealth Management
Washington
$844K -$610 -2 -0.1%
CFCI
889
Comprehensive Financial Consultants Institutional
Indiana
$838K +$33.3K +112 +4%
CW
890
CreativeOne Wealth
Kansas
$838K +$420K +1,376 +101%
Q
891
QVR
California
$834K -$102K -333 -11%
CC
892
Centiva Capital
New York
$834K +$834K +2,731 New
LC
893
Lincoln Capital
Nebraska
$831K +$35.1K +115 +4%
BFEC
894
Benjamin F. Edwards & Company
Missouri
$830K +$36K +118 +5%
PTP
895
Platform Technology Partners
New York
$828K +$8.55K +28 +1%
EB
896
Eastern Bank
Massachusetts
$824K -$305 -1 -0%
AF
897
Advisornet Financial
Minnesota
$816K +$67.8K +222 +9%
PK
898
Pflug Koory
Nebraska
$815K +$9.47K +31 +1%
OWA
899
Outlook Wealth Advisors
Texas
$813K – – –
HSA
900
HBK Sorce Advisory
Pennsylvania
$813K +$24.1K +79 +3%
34 35
36
37 38