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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 %
MPW
976
Monterey Private Wealth
California
$679K +$11.5K +34 +2%
CG
977
Colony Group
Massachusetts
$677K -$221K -655 -25%
RCA
978
Roberts Capital Advisors
Colorado
$677K – – –
SC
979
Savant Capital
Illinois
$677K +$79.6K +236 +13%
EA
980
Emerald Advisers
Pennsylvania
$676K -$385K -1,142 -36%
Lido Advisors
981
Lido Advisors
California
$671K -$21.6K -64 -3%
HCC
982
Hirtle Callaghan & Co
Pennsylvania
$670K +$182K +539 +37%
APP
983
Avantax Planning Partners
Iowa
$669K -$3.71K -11 -0.6%
HAG
984
HighPoint Advisor Group
Illinois
$659K +$659K +1,889 New
FIA
985
Foundations Investment Advisors
Arizona
$657K +$18.8K +54 +3%
FMLI
986
Fukoku Mutual Life Insurance
Japan
$657K +$128K +380 +24%
BAM
987
Bruderman Asset Management
New York
$655K -$14.8K -44 -2%
DCM
988
Dimension Capital Management
Florida
$650K – – –
GA
989
GoalVest Advisory
New York
$649K +$7.92K +23 +1%
VEA
990
Virtus ETF Advisers
New York
$649K +$649K +1,924 New
KWM
991
Keebeck Wealth Management
Illinois
$641K +$91.3K +271 +17%
BHWM
992
Bar Harbor Wealth Management
New Hampshire
$641K +$467K +1,387 +269%
ITFISA
993
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$640K – – –
PI
994
PFS Investments
Georgia
$639K +$96.4K +286 +18%
EWM
995
Empirical Wealth Management
Washington
$637K +$389K +1,153 +157%
5L
996
55I LLC
Massachusetts
$630K +$385K +1,143 +157%
QI
997
Qtron Investments
Massachusetts
$627K +$627K +1,860 New
MSFS
998
Main Street Financial Solutions
Pennsylvania
$626K -$23.9K -71 -4%
DS
999
DRW Securities
Illinois
$626K +$626K +1,857 New
DMBA
1000
Deseret Mutual Benefit Administrators
Utah
$625K +$39.4K +117 +7%
38 39
40
41 42