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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 %
KWM
951
Keebeck Wealth Management
Illinois
$749K +$19.8K +59 +3%
IWC
952
Integrated Wealth Concepts
Massachusetts
$745K +$16.4K +49 +2%
PI
953
PFS Investments
Georgia
$740K +$23.1K +69 +3%
PFS
954
Prospera Financial Services
Texas
$740K -$21.1K -63 -3%
CT
955
Chicago Trust
Illinois
$739K -$70.3K -210 -9%
PVH
956
Psagot Value Holdings
Israel
$737K -$131K -390 -15%
AWP
957
Accretive Wealth Partners
New Jersey
$735K +$22.1K +66 +3%
AMCA
958
Arthur M. Cohen & Associates
Illinois
$735K +$735K +2,193 New
CT
959
Coastline Trust
Rhode Island
$734K -$980K -2,925 -57%
SFP
960
Shepherd Financial Partners
Massachusetts
$731K -$24.8K -74 -3%
BWP
961
Balboa Wealth Partners
Arizona
$731K -$595K -1,777 -45%
FCM
962
Fortis Capital Management
Washington
$730K -$21.8K -65 -3%
FBT
963
First Bankers Trust
Kentucky
$729K -$158K -472 -18%
TAM
964
Trillium Asset Management
Massachusetts
$724K – – –
CFFP
965
Center for Financial Planning
Michigan
$723K -$3.68K -11 -0.5%
TP
966
Tranquility Partners
Tennessee
$722K +$5.36K +16 +0.7%
PSC
967
Portman Square Capital
United Kingdom
$717K +$717K +2,140 New
CT
968
Colonial Trust
South Carolina
$715K +$13.4K +40 +2%
WPC
969
Wedmont Private Capital
Pennsylvania
$714K +$216K +620 +43%
LCM
970
Lattice Capital Management
Washington
$714K – – –
TCM
971
Teza Capital Management
Illinois
$708K +$306K +914 +76%
HH
972
Hilltop Holdings
Texas
$705K +$6.36K +19 +0.9%
CM
973
Caption Management
Oklahoma
$703K +$368K +1,100 +110%
RCAG
974
Rehmann Capital Advisory Group
Michigan
$703K -$27.1K -81 -4%
TWI
975
Thomas White International
Illinois
$702K -$85.4K -255 -11%
37 38
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