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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 %
BFEC
901
Benjamin F. Edwards & Company
Missouri
$924K +$14.1K +42 +2%
KCM
902
Kanawha Capital Management
Virginia
$919K -$9.72K -29 -1%
EB
903
Eastern Bank
Massachusetts
$904K – – –
PTP
904
Platform Technology Partners
New York
$903K -$5.7K -17 -0.6%
SL
905
Sonnipe Ltd
Isle Of Man
$896K +$896K +2,674 New
PWPS
906
Pinnacle Wealth Planning Services
Ohio
$894K -$132K -394 -13%
PK
907
Pflug Koory
Nebraska
$894K – – –
RWA
908
Ropes Wealth Advisors
Massachusetts
$892K +$22.1K +66 +3%
LC
909
Lincoln Capital
Nebraska
$880K -$32.5K -97 -4%
RCA
910
Resonant Capital Advisors
Wisconsin
$879K +$127K +378 +17%
PJSIMP
911
P.J. Schmidt Investment Management (PJS)
Wisconsin
$879K -$33.5K -100 -4%
ECM
912
Evergreen Capital Management
Washington
$875K -$68K -203 -7%
MPM
913
Meritage Portfolio Management
Kansas
$863K -$10.2M -30,323 -92%
CI
914
Conning Inc
Connecticut
$862K -$4.35K -13 -0.5%
HWM
915
Hohimer Wealth Management
Washington
$857K -$69K -206 -7%
WSFS
916
Wilmington Savings Fund Society
Delaware
$857K – – –
FG
917
Foster Group
Iowa
$846K -$25.8K -77 -3%
TCOO
918
Trust Company of Oklahoma
Oklahoma
$843K -$85.1K -254 -9%
OWA
919
Outlook Wealth Advisors
Texas
$839K -$52.9K -158 -6%
LWAC
920
Laurel Wealth Advisors (California)
California
$835K -$15.1K -45 -2%
GTCM
921
Gyon Technologies Capital Management
New Jersey
$835K +$835K +2,492 New
RC
922
Roundview Capital
New Jersey
$833K +$415K +1,238 +99%
KCM
923
Kendall Capital Management
Maryland
$828K -$513K -1,531 -38%
UAS
924
United Asset Strategies
New York
$822K +$320K +956 +64%
TSS
925
Two Sigma Securities
New York
$820K -$727K -2,172 -47%
35 36
37
38 39