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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 %
FBT
901
First Bankers Trust
Kentucky
$809K -$20.2K -66 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
902
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$807K -$1.13M -3,686 -58%
PJSIMP
903
P.J. Schmidt Investment Management (PJS)
Wisconsin
$806K -$5.92K -20 -0.7%
CA
904
Cetera Advisors
Colorado
$801K -$31.4K -103 -4%
FG
905
Foster Group
Iowa
$795K -$27.2K -89 -3%
RWA
906
Ropes Wealth Advisors
Massachusetts
$793K +$25.9K +85 +3%
TPW
907
Transatlantique Private Wealth
New York
$792K – – –
PVH
908
Psagot Value Holdings
Israel
$791K -$108K -355 -12%
CI
909
Conning Inc
Connecticut
$790K -$54.4K -178 -6%
FBT
910
First Bank & Trust
South Dakota
$784K +$150K +492 +24%
SS
911
Simplicity Solutions
Minnesota
$783K +$29K +95 +4%
WSFS
912
Wilmington Savings Fund Society
Delaware
$782K -$9.48K -31 -1%
SIM
913
Sentry Investment Management
Wisconsin
$776K +$15.9K +52 +2%
LWAC
914
Laurel Wealth Advisors (California)
California
$775K +$12.2K +40 +2%
GC
915
Gould Capital
Washington
$774K -$2.44K -8 -0.3%
HWMA
916
Heritage Wealth Management (Arizona)
Arizona
$772K -$5.8K -19 -0.7%
ADL
917
Asset Dedication LLC
California
$762K +$29.3K +95 +4%
WF
918
WoodTrust Financial
Wisconsin
$760K -$69.3K -227 -8%
CAL
919
Capital Analysts LLC
Pennsylvania
$760K +$7.94K +26 +1%
SP
920
Symmetry Partners
Connecticut
$755K -$106K -348 -12%
OIA
921
OneDigital Investment Advisors
Kansas
$742K +$45.2K +148 +6%
EI
922
Ellevest Inc
New York
$740K -$18.9K -62 -2%
DWT
923
Dorsey & Whitney Trust
South Dakota
$739K +$61.7K +202 +9%
CT
924
Chicago Trust
Illinois
$738K +$9.16K +30 +1%
HW
925
Hancock Whitney
Mississippi
$734K -$689K -2,259 -48%
35 36
37
38 39