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S&P Global
SPGI

Overview Fund Activity

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
1001
OneDigital Investment Advisors
Kansas
$895K +$296K +722 +49%
RA
1002
RiverPark Advisors
New York
$894K -$82K -200 -8%
PFG
1003
PAX Financial Group
Texas
$888K +$56.2K +137 +7%
TAM
1004
Trillium Asset Management
Massachusetts
$887K +$13.5K +33 +2%
HBT
1005
Heartland Bank & Trust
Illinois
$887K +$362K +883 +69%
CFFP
1006
Center for Financial Planning
Michigan
$885K +$270K +658 +44%
SFA
1007
Sequoia Financial Advisors
Ohio
$883K +$473K +1,154 +115%
GDP
1008
Great Diamond Partners
Maine
$879K +$4.51K +11 +0.5%
HWM
1009
HB Wealth Management
Georgia
$879K +$88.6K +216 +11%
LNC
1010
Lincoln National Corp
Pennsylvania
$876K +$19.3K +47 +2%
SS
1011
Simplicity Solutions
Minnesota
$868K -$470K -1,145 -35%
GWA
1012
GGM Wealth Advisors
Maryland
$865K +$865K +2,190 New
TW
1013
Transform Wealth
Colorado
$859K +$185K +450 +27%
WJWM
1014
Williams Jones Wealth Management
New York
$858K +$489K +1,193 +133%
TAM
1015
Townsend Asset Management
North Carolina
$857K – – –
ED
1016
Exane Derivatives
France
$854K -$197K -481 -19%
SFO
1017
Stokes Family Office
Louisiana
$850K -$31.2K -76 -4%
CI
1018
CX Institutional
Indiana
$843K -$2.09M -5,089 -71%
Lido Advisors
1019
Lido Advisors
California
$843K +$210K +512 +33%
GCP
1020
GSA Capital Partners
United Kingdom
$842K +$308K +752 +58%
DF
1021
Donoghue Forlines
Massachusetts
$836K -$777K -1,894 -48%
AWA
1022
Aaron Wealth Advisors
Illinois
$833K +$832K +341,064 +55,458%
ARMT
1023
Amica Retiree Medical Trust
Rhode Island
$832K – – –
MPW
1024
Monterey Private Wealth
California
$830K +$1.68K +4 +0.2%
RCA
1025
Roberts Capital Advisors
Colorado
$824K – – –
39 40
41
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