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 %
CIC
876
Chilton Investment Company
Connecticut
$1.03M +$83.1K +248 +9%
ECM
877
Exchange Capital Management
Michigan
$1.02M +$18.4K +55 +2%
FHA
878
Flagship Harbor Advisors
Massachusetts
$1.02M +$68.7K +205 +7%
MFG
879
Monumental Financial Group
Maryland
$1M +$1M +2,999 New
SIA
880
Schechter Investment Advisors
Michigan
$1M -$23.1K -69 -2%
CCA
881
Checchi Capital Advisers
California
$1M -$17.1K -51 -2%
OC
882
Oppenheimer & Co
New York
$998K -$53.6K -160 -5%
SIM
883
Sentry Investment Management
Wisconsin
$991K +$140K +417 +16%
BJL
884
Brighton Jones LLC
Washington
$982K -$149K -446 -13%
GAG
885
GM Advisory Group
New York
$972K – – –
FBT
886
First Bank & Trust
South Dakota
$970K +$109K +326 +13%
CIM
887
Caldwell Investment Management
Ontario, Canada
$966K – – –
MAM
888
Madison Asset Management
Wisconsin
$964K -$583K -1,740 -38%
MFGM
889
Marshall Financial Group (Maryland)
Maryland
$962K -$122K -364 -11%
BFA
890
Beaumont Financial Advisors
Massachusetts
$955K -$57.3K -171 -6%
MSFS
891
Main Street Financial Solutions
Pennsylvania
$955K +$332K +989 +53%
WA
892
Wealth Alliance
New York
$949K +$195K +582 +26%
AF
893
Advisornet Financial
Minnesota
$946K +$51.2K +153 +6%
JF
894
Joule Financial
Kentucky
$944K -$42.9K -128 -4%
DTL
895
Dynamic Technology Lab
Singapore
$943K -$1.5M -4,467 -61%
ADL
896
Asset Dedication LLC
California
$943K +$117K +350 +14%
DAC
897
Dividend Assets Capital
South Carolina
$939K -$629K -1,877 -40%
ZCA
898
Zeke Capital Advisors
Pennsylvania
$933K +$215K +643 +30%
SBL
899
Sargent Bickham Lagudis
Colorado
$929K -$19.8K -59 -2%
SS
900
Simplicity Solutions
Minnesota
$929K +$69.3K +207 +8%
34 35
36
37 38