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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 %
PK
901
Pflug Koory
Nebraska
$889K -$16.9K -50 -2%
LC
902
Lincoln Capital
Nebraska
$879K +$50.6K +150 +6%
BFEC
903
Benjamin F. Edwards & Company
Missouri
$876K -$1.19M -3,516 -57%
TPW
904
Transatlantique Private Wealth
New York
$875K +$875K +2,595 New
WSFS
905
Wilmington Savings Fund Society
Delaware
$872K -$16.2K -48 -2%
SA
906
SRN Advisors
Pennsylvania
$872K -$144K -426 -14%
HSA
907
HBK Sorce Advisory
Pennsylvania
$871K +$256K +759 +42%
HWMA
908
Heritage Wealth Management (Arizona)
Arizona
$859K -$16.5K -49 -2%
GC
909
Gould Capital
Washington
$857K -$12.5K -37 -1%
RWA
910
Ropes Wealth Advisors
Massachusetts
$847K +$2.7K +8 +0.3%
LWAC
911
Laurel Wealth Advisors (California)
California
$842K +$56.6K +168 +7%
BFM
912
Boston Financial Management
Massachusetts
$840K +$5.06K +15 +0.6%
SIM
913
Sentry Investment Management
Wisconsin
$839K -$164K -486 -16%
SPC
914
Sigma Planning Corp
Michigan
$839K -$120K -356 -13%
EI
915
Ellevest Inc
New York
$838K -$61.4K -182 -7%
HR
916
Howe & Rusling
New York
$834K – – –
SS
917
Simplicity Solutions
Minnesota
$833K +$120K +355 +17%
CAL
918
Capital Analysts LLC
Pennsylvania
$830K +$6.74K +20 +0.8%
AF
919
Advisornet Financial
Minnesota
$825K -$185K -550 -18%
BP
920
Ballentine Partners
Massachusetts
$824K -$397K -1,179 -33%
VFA
921
Valeo Financial Advisors
Indiana
$823K -$66.1K -196 -7%
VWM
922
Venturi Wealth Management
Texas
$819K +$66.7K +198 +9%
WI
923
Wintrust Investments
Illinois
$817K -$128K -380 -14%
GTCM
924
Gyon Technologies Capital Management
New Jersey
$808K +$438K +1,299 +118%
NW
925
NewEdge Wealth
Pennsylvania
$805K +$595K +1,765 +283%
35 36
37
38 39