SPGI icon

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 %
CAG
976
Csenge Advisory Group
Florida
$600K +$234K +766 +64%
Los Angeles Capital Management
977
Los Angeles Capital Management
California
$592K -$1.7M -5,556 -74%
APP
978
Avantax Planning Partners
Iowa
$592K -$13.7K -45 -2%
SC
979
Savant Capital
Illinois
$591K -$22K -72 -4%
WPW
980
Waldron Private Wealth
Pennsylvania
$591K +$98K +321 +20%
DCM
981
Dimension Capital Management
Florida
$590K – – –
OPS
982
Orion Portfolio Solutions
Nebraska
$586K +$86.6K +284 +17%
SXL
983
Summit X LLC
Missouri
$580K +$52.3K +170 +10%
BHWM
984
Bar Harbor Wealth Management
New Hampshire
$578K -$3.06K -10 -0.5%
CHC
985
City Holding Co
West Virginia
$578K +$49.1K +161 +9%
AFM
986
Andesa Financial Management
Pennsylvania
$577K +$240K +785 +71%
PRC
987
Pearl River Capital
Michigan
$575K -$356K -1,167 -38%
EWM
988
Empirical Wealth Management
Washington
$569K -$7.32K -24 -1%
MSFS
989
Main Street Financial Solutions
Pennsylvania
$568K +$306 +1 +0.1%
WSTAM
990
Wilbanks Smith & Thomas Asset Management
Virginia
$567K +$89.5K +293 +19%
RMCM
991
Reynders McVeigh Capital Management
Massachusetts
$565K -$305 -1 -0.1%
APWM
992
Atlas Private Wealth Management
New York
$565K – – –
FIA
993
Foundations Investment Advisors
Arizona
$562K -$13.4K -44 -2%
SB
994
Sunflower Bank
Texas
$559K -$106K -347 -16%
ISL
995
Ingalls & Snyder LLC
New York
$556K -$9.78K -32 -2%
FWCM
996
Ferguson Wellman Capital Management
Oregon
$553K -$1.22K -4 -0.2%
GAM
997
Griffin Asset Management
New York
$550K – – –
RCM
998
Radnor Capital Management
Pennsylvania
$549K – – –
NAM
999
NorthCrest Asset Manangement
Minnesota
$548K -$1.22K -4 -0.2%
FMLI
1000
Fukoku Mutual Life Insurance
Japan
$547K -$48.9K -160 -8%
38 39
40
41 42