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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 %
RCAG
951
Rehmann Capital Advisory Group
Michigan
$666K -$63.5K -208 -9%
KWM
952
Keebeck Wealth Management
Illinois
$665K +$84.3K +276 +15%
IWC
953
Integrated Wealth Concepts
Massachusetts
$664K +$43.6K +143 +7%
CFFP
954
Center for Financial Planning
Michigan
$662K -$610 -2 -0.1%
TAM
955
Trillium Asset Management
Massachusetts
$660K – – –
GDP
956
Great Diamond Partners
Maine
$655K -$7.33K -24 -1%
ZCA
957
Zeke Capital Advisors
Pennsylvania
$655K – – –
SA
958
SRN Advisors
Pennsylvania
$655K -$135K -442 -17%
TP
959
Tranquility Partners
Tennessee
$653K +$236K +773 +57%
LCM
960
Lattice Capital Management
Washington
$651K +$1.22K +4 +0.2%
AWP
961
Accretive Wealth Partners
New Jersey
$650K -$7.63K -25 -1%
HBT
962
Heartland Bank & Trust
Illinois
$646K -$21.1K -69 -3%
AP
963
Appleton Partners
Massachusetts
$639K -$26.9K -88 -4%
CT
964
Colonial Trust
South Carolina
$639K +$639K +2,094 New
TAM
965
Townsend Asset Management
North Carolina
$638K – – –
RA
966
RiverPark Advisors
New York
$637K -$29K -95 -4%
HH
967
Hilltop Holdings
Texas
$636K -$25K -82 -4%
MPW
968
Monterey Private Wealth
California
$627K +$1.24K +4 +0.2%
NW
969
NewEdge Wealth
Pennsylvania
$626K -$103K -337 -14%
CAAS
970
Capital Asset Advisory Services
Michigan
$619K -$208K -680 -25%
CG
971
Colony Group
Massachusetts
$618K +$4.58K +15 +0.7%
RCA
972
Roberts Capital Advisors
Colorado
$613K – – –
EA
973
Emerald Advisers
Pennsylvania
$610K -$2.44K -8 -0.4%
WWM
974
Western Wealth Management
Colorado
$606K +$67.1K +219 +12%
MCWS
975
McKinley Carter Wealth Services
West Virginia
$605K -$3.59M -11,763 -86%
37 38
39
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