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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 %
ARMT
1001
Amica Retiree Medical Trust
Rhode Island
$539K -$163K -534 -23%
EAM
1002
Empirical Asset Management
Massachusetts
$535K +$199K +650 +59%
RSC
1003
Red Spruce Capital
Pennsylvania
$534K – – –
BWM
1004
Bulltick Wealth Management
Florida
$533K +$132K +431 +33%
T
1005
TOBAM
France
$532K -$90.7K -297 -15%
CA
1006
Continuum Advisory
Idaho
$532K -$26.9K -88 -5%
CCB
1007
Cutter & Co Brokerage
Missouri
$532K -$10.4K -34 -2%
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$531K +$6.11K +20 +1%
CP
1009
Covenant Partners
Tennessee
$530K – – –
BFM
1010
Boothbay Fund Management
New York
$529K -$2.24M -7,324 -81%
WP
1011
WealthSource Partners
California
$527K +$72.7K +238 +16%
GWAM
1012
Guardian Wealth Advisors (Minnesota)
Minnesota
$523K +$7.93K +26 +2%
IDBONY
1013
Israel Discount Bank of New York
New York
$522K – – –
JCM
1014
Jacobi Capital Management
Pennsylvania
$520K +$11.6K +38 +2%
WPC
1015
Waters Parkerson & Co
Louisiana
$519K – – –
FDCC
1016
Foster Dykema Cabot & Co
Massachusetts
$519K – – –
CBT
1017
CoreFirst Bank & Trust
Kansas
$519K – – –
MWP
1018
Meridian Wealth Partners
Pennsylvania
$519K +$5.19K +17 +1%
EP
1019
Edgestream Partners
New Jersey
$516K +$516K +1,691 New
APA
1020
American Portfolios Advisors
New York
$515K -$13.7K -45 -3%
SPC
1021
Sigma Planning Corp
Michigan
$515K -$245K -802 -32%
CSIC
1022
Clifford Swan Investment Counsel
California
$514K – – –
ETIA
1023
Epic Trust Investment Advisors
Washington
$514K +$514K +1,683 New
AIM
1024
Arcadia Investment Management
Michigan
$513K – – –
SWA
1025
Sutton Wealth Advisors
Florida
$508K +$9.16K +30 +2%
39 40
41
42 43