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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 %
SWPG
926
Strategic Wealth Partners Group
Illinois
$733K +$29.3K +96 +4%
SCA
927
Spearhead Capital Advisors
Florida
$730K -$6.53M -21,388 -90%
WI
928
Wintrust Investments
Illinois
$729K -$10.4K -34 -1%
GW
929
GW & Wade
Massachusetts
$726K -$236K -772 -25%
HR
930
Howe & Rusling
New York
$720K -$36K -118 -5%
FNC
931
First National Corp
Massachusetts
$718K -$2.44K -8 -0.3%
TWI
932
Thomas White International
Illinois
$718K – – –
PWM
933
Palumbo Wealth Management
New York
$718K +$1.83K +6 +0.3%
LAS
934
LWM Advisory Services
Florida
$715K +$410K +1,326 +134%
AP
935
Americana Partners
Texas
$709K +$52.2K +171 +8%
Members Trust
936
Members Trust
Florida
$699K – – –
CF
937
Cantor Fitzgerald
New York
$693K -$305K -1,000 -31%
FFM
938
Forum Financial Management
Illinois
$693K +$27.8K +91 +4%
PFS
939
Prospera Financial Services
Texas
$693K +$217K +711 +46%
SFP
940
Shepherd Financial Partners
Massachusetts
$689K +$6.72K +22 +1%
WA
941
Wealth Alliance
New York
$687K -$10.4K -34 -1%
RCA
942
Resonant Capital Advisors
Wisconsin
$686K +$18.3K +60 +3%
FCM
943
Fortis Capital Management
Washington
$685K -$2.44K -8 -0.4%
GWA
944
GGM Wealth Advisors
Maryland
$683K – – –
FRM
945
Fox Run Management
Connecticut
$682K +$682K +2,235 New
CI
946
Cavalier Investments
Georgia
$674K -$230K -754 -25%
PFG
947
PAX Financial Group
Texas
$670K +$9.77K +32 +1%
SCM
948
Shelton Capital Management
Colorado
$669K -$21.1K -69 -3%
Fisher Asset Management
949
Fisher Asset Management
Washington
$669K +$434K +1,420 +184%
EFL
950
ERn Financial LLC
Wisconsin
$666K +$40.9K +134 +7%
36 37
38
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