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S&P Global

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
951
Bridgewater Associates
Connecticut
$1.04M +$766K +1,867 +280%
MFG
952
Menard Financial Group
Texas
$1.04M +$727K +1,772 +234%
RWM
953
Ritholtz Wealth Management
New York
$1.04M +$465K +1,134 +82%
RWA
954
Ropes Wealth Advisors
Massachusetts
$1.03M +$238K +581 +30%
AWM
955
Altium Wealth Management
New York
$1.03M +$249K +607 +32%
CAAS
956
Capital Asset Advisory Services
Michigan
$1.03M +$1.03M +2,502 New
BFM
957
Boston Financial Management
Massachusetts
$1.02M +$33.2K +81 +3%
HR
958
Howe & Rusling
New York
$1.02M
MMG
959
Monetary Management Group
Missouri
$1.01M
LC
960
Lincoln Capital
Nebraska
$1.01M +$1.01M +2,458 New
CAL
961
Capital Analysts LLC
Pennsylvania
$1M +$185K +451 +23%
MAG
962
Mass Ave Global
New York
$994K +$994K +2,423 New
TAM
963
Trust Asset Management
Texas
$992K +$32.8K +80 +3%
CIM
964
Contravisory Investment Management
Massachusetts
$986K +$986K +2,405 New
CT
965
Chicago Trust
Illinois
$979K +$231K +563 +31%
CB
966
Cadence Bank
Mississippi
$971K -$34.9K -85 -3%
BG
967
Bollard Group
Massachusetts
$971K +$1.64K +4 +0.2%
AWP
968
Accretive Wealth Partners
New Jersey
$970K +$19.3K +47 +2%
CCG
969
Chatham Capital Group
Georgia
$968K -$47.2K -115 -5%
FNC
970
First National Corp
Massachusetts
$965K
TWI
971
Thomas White International
Illinois
$965K +$289K +704 +43%
SWPG
972
Strategic Wealth Partners Group
Illinois
$965K +$358K +874 +59%
AI
973
AXS Investments
New York
$964K -$1.24M -3,019 -56%
PWM
974
Palumbo Wealth Management
New York
$959K +$2.05K +5 +0.2%
RCAG
975
Rehmann Capital Advisory Group
Michigan
$958K +$118K +288 +14%