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S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
FWCM
976
Ferguson Wellman Capital Management
Oregon
$699K +$92.7K +277 +15%
CI
977
Cavalier Investments
Georgia
$697K -$42.2K -126 -6%
GDP
978
Great Diamond Partners
Maine
$696K -$22.8K -68 -3%
SCM
979
Shelton Capital Management
Colorado
$693K -$41.2K -123 -6%
SG Americas Securities
980
SG Americas Securities
New York
$683K -$7.93M -23,678 -92%
SC
981
Savant Capital
Illinois
$682K +$33.2K +99 +5%
NB
982
NBT Bank
New York
$678K +$176K +526 +35%
PFG
983
PAX Financial Group
Texas
$677K -$58.6K -175 -8%
AP
984
Appleton Partners
Massachusetts
$676K -$24.8K -74 -4%
APP
985
Avantax Planning Partners
Iowa
$675K +$24.8K +74 +4%
OPS
986
Orion Portfolio Solutions
Nebraska
$663K +$19.8K +59 +3%
EA
987
Emerald Advisers
Pennsylvania
$662K -$7.03K -21 -1%
ACI
988
Alpha Cubed Investments
California
$656K -$2.3M -6,875 -78%
PMA
989
Prudent Man Advisors
Illinois
$648K +$648K +1,935 New
MPW
990
Monterey Private Wealth
California
$646K -$29.8K -89 -4%
NW
991
NewEdge Wealth
Pennsylvania
$646K -$40.9K -122 -6%
DCM
992
Dimension Capital Management
Florida
$646K
MOS
993
MGO One Seven
Ohio
$646K -$1.04M -3,093 -62%
SFP
994
Sweet Financial Partners
Minnesota
$646K +$123K +368 +24%
Los Angeles Capital Management
995
Los Angeles Capital Management
California
$644K -$6.03K -18 -0.9%
RCM
996
Radnor Capital Management
Pennsylvania
$643K
TAM
997
Townsend Asset Management
North Carolina
$642K -$56.9K -170 -8%
BTWM
998
Baker Tilly Wealth Management
Wisconsin
$641K +$182K +543 +40%
BWM
999
Bulltick Wealth Management
Florida
$635K +$50.6K +151 +9%
BHWM
1000
Bar Harbor Wealth Management
New Hampshire
$634K