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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 %
HBT
951
Heartland Bank & Trust
Illinois
$736K +$7.41K +22 +1%
AP
952
Appleton Partners
Massachusetts
$735K -$37.8K -112 -5%
RA
953
RiverPark Advisors
New York
$735K – – –
SB
954
Sunflower Bank
Texas
$734K -$31.3K -93 -4%
FFM
955
Forum Financial Management
Illinois
$734K +$56.6K +168 +8%
Nomura Holdings
956
Nomura Holdings
Japan
$732K -$4.58M -13,354 -86%
CFFP
957
Center for Financial Planning
Michigan
$732K +$4.38K +13 +0.6%
HH
958
Hilltop Holdings
Texas
$731K -$4.72K -14 -0.6%
GDP
959
Great Diamond Partners
Maine
$731K +$8.42K +25 +1%
PFG
960
PAX Financial Group
Texas
$729K -$674 -2 -0.1%
TAM
961
Trillium Asset Management
Massachusetts
$729K – – –
LCM
962
Lattice Capital Management
Washington
$727K +$1.71K +5 +0.2%
AWP
963
Accretive Wealth Partners
New Jersey
$726K -$70.4K -209 -9%
ZCA
964
Zeke Capital Advisors
Pennsylvania
$723K -$15.5K -46 -2%
AP
965
Americana Partners
Texas
$723K +$144K +428 +25%
TAM
966
Townsend Asset Management
North Carolina
$704K – – –
FBT
967
First Bank & Trust
South Dakota
$700K +$453K +1,344 +183%
D.E. Shaw & Co
968
D.E. Shaw & Co
New York
$698K -$16M -47,554 -96%
BL
969
Balentine LLC
Georgia
$698K -$404K -1,199 -37%
ED
970
Exane Derivatives
France
$693K -$8.76K -26 -1%
EFL
971
ERn Financial LLC
Wisconsin
$690K +$285K +844 +70%
T
972
TOBAM
France
$688K +$238K +706 +53%
IWC
973
Integrated Wealth Concepts
Massachusetts
$685K -$266K -789 -28%
PF
974
Phoenix Financial
Israel
$682K -$436K -1,316 -39%
CCG
975
Chatham Capital Group
Georgia
$681K -$115K -340 -14%
37 38
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