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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 %
JCM
926
Jacobi Capital Management
Pennsylvania
$819K +$249K +745 +44%
LF
927
Lee Financial
Texas
$808K +$798K +2,382 +8,214%
WI
928
Wintrust Investments
Illinois
$800K – – –
Simplex Trading
929
Simplex Trading
Illinois
$797K -$7.07M -21,120 -90%
AWA
930
Aaron Wealth Advisors
Illinois
$795K +$433K +1,293 +120%
DWT
931
Dorsey & Whitney Trust
South Dakota
$793K -$18.8K -56 -2%
EFL
932
ERn Financial LLC
Wisconsin
$792K +$62K +185 +8%
SF
933
Symphony Financial
Texas
$791K -$907K -2,635 -53%
WP
934
Westmount Partners
California
$790K +$790K +2,358 New
PWM
935
Palumbo Wealth Management
New York
$783K -$3.68K -11 -0.5%
VCM
936
Virtue Capital Management
Tennessee
$783K +$442K +1,321 +130%
CAL
937
Capital Analysts LLC
Pennsylvania
$782K -$51.9K -155 -6%
HW
938
Hancock Whitney
Mississippi
$779K -$27.1K -81 -3%
GW
939
GW & Wade
Massachusetts
$775K -$20.8K -62 -3%
FNC
940
First National Corp
Massachusetts
$774K -$13.4K -40 -2%
WF
941
WoodTrust Financial
Wisconsin
$773K -$60.6K -181 -7%
HR
942
Howe & Rusling
New York
$772K -$17.1K -51 -2%
RPC
943
Rossmore Private Capital
Connecticut
$772K -$108K -345 -12%
CAG
944
Csenge Advisory Group
Florida
$771K +$113K +337 +17%
EI
945
Ellevest Inc
New York
$770K -$41.5K -124 -5%
FFM
946
Forum Financial Management
Illinois
$769K +$8.37K +25 +1%
GC
947
Gould Capital
Washington
$764K -$85.7K -256 -10%
GWA
948
GGM Wealth Advisors
Maryland
$762K – – –
SWPG
949
Strategic Wealth Partners Group
Illinois
$751K -$52.5K -157 -7%
OIA
950
OneDigital Investment Advisors
Kansas
$751K -$63.3K -189 -8%
36 37
38
39 40