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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 %
ISL
1001
Ingalls & Snyder LLC
New York
$624K – – –
RMCM
1002
Reynders McVeigh Capital Management
Massachusetts
$624K – – –
APWM
1003
Atlas Private Wealth Management
New York
$624K – – –
CA
1004
Continuum Advisory
Idaho
$616K -$12.1K -36 -2%
FWCM
1005
Ferguson Wellman Capital Management
Oregon
$612K – – –
GAM
1006
Griffin Asset Management
New York
$607K – – –
NAM
1007
NorthCrest Asset Manangement
Minnesota
$607K +$248K +736 +69%
RCM
1008
Radnor Capital Management
Pennsylvania
$606K – – –
AMCA
1009
Arthur M. Cohen & Associates
Illinois
$605K – – –
PIA
1010
Pinion Investment Advisors
Kansas
$601K +$11.5K +34 +2%
RB
1011
Rodgers Brothers
Pennsylvania
$600K – – –
CCB
1012
Cutter & Co Brokerage
Missouri
$599K +$337 +1 +0.1%
WWM
1013
Western Wealth Management
Colorado
$596K -$27.8K -82 -4%
RSC
1014
Red Spruce Capital
Pennsylvania
$590K +$41.1K +122 +7%
WF
1015
Welch & Forbes
Massachusetts
$585K -$682K -2,025 -54%
CP
1016
Covenant Partners
Tennessee
$585K -$51.3K -152 -8%
CHC
1017
City Holding Co
West Virginia
$584K +$15.5K +46 +3%
MIS
1018
Morningstar Investment Services
Illinois
$584K +$347K +1,040 +147%
APA
1019
American Portfolios Advisors
New York
$584K -$498K -1,476 -46%
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$579K +$20.2K +60 +4%
AC
1021
Annandale Capital
Texas
$578K +$270K +803 +88%
ACM
1022
AlphaCrest Capital Management
New York
$577K +$245K +727 +74%
IDBONY
1023
Israel Discount Bank of New York
New York
$576K – – –
SXL
1024
Summit X LLC
Missouri
$576K +$35K +104 +6%
CBT
1025
CoreFirst Bank & Trust
Kansas
$573K -$12.8K -38 -2%
39 40
41
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