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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 %
RCAG
926
Rehmann Capital Advisory Group
Michigan
$805K +$17.9K +53 +2%
CT
927
Chicago Trust
Illinois
$804K – – –
ADL
928
Asset Dedication LLC
California
$798K +$127K +377 +19%
FNC
929
First National Corp
Massachusetts
$795K +$2.02K +6 +0.3%
TWI
930
Thomas White International
Illinois
$793K -$337 -1 -0%
LWAM
931
Legacy Wealth Asset Management
Minnesota
$792K +$10.8K +32 +1%
PWM
932
Palumbo Wealth Management
New York
$790K +$1.69K +5 +0.2%
IC
933
Intersect Capital
California
$787K +$48.2K +143 +7%
MAM
934
Martingale Asset Management
Massachusetts
$785K -$3.79M -11,240 -83%
LS
935
Livforsakringsbolaget Skandia
Sweden
$779K -$270K -800 -26%
SWPG
936
Strategic Wealth Partners Group
Illinois
$777K -$15.8K -47 -2%
ARMT
937
Amica Retiree Medical Trust
Rhode Island
$775K +$91.4K +271 +13%
Members Trust
938
Members Trust
Florida
$772K -$337 -1 -0%
WA
939
Wealth Alliance
New York
$771K +$6.75K +20 +0.9%
OIA
940
OneDigital Investment Advisors
Kansas
$769K +$33.7K +100 +5%
CB
941
Cadence Bank
Mississippi
$765K -$32.7K -97 -4%
SCM
942
Shelton Capital Management
Colorado
$762K – – –
FCM
943
Fortis Capital Management
Washington
$759K -$3.33M -9,874 -81%
GWA
944
GGM Wealth Advisors
Maryland
$757K – – –
SFP
945
Shepherd Financial Partners
Massachusetts
$753K -$326K -968 -30%
SWP
946
Strategic Wealth Partners
Ohio
$750K +$292K +867 +64%
DWT
947
Dorsey & Whitney Trust
South Dakota
$748K -$16.2K -48 -2%
SFA
948
Sequoia Financial Advisors
Ohio
$744K +$17.9K +53 +2%
MOS
949
MGO One Seven
Ohio
$741K -$15.5K -46 -2%
RCA
950
Resonant Capital Advisors
Wisconsin
$737K -$20.2K -60 -3%
36 37
38
39 40