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S&P Global
SPGI

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$481M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$390M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$233M
5
Millennium Management
Millennium Management
New York
+$213M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$890M
2
BlackRock
BlackRock
New York
-$871M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$778M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$602M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
MP
1001
McDonald Partners
Ohio
$623K +$129K +386 +26%
SF
1002
Summit Financial
New Jersey
$623K +$129K +385 +26%
MCI
1003
MRP Capital Investments
Georgia
$620K +$620K +1,851 New
APWM
1004
Atlas Private Wealth Management
New York
$620K – – –
WSTAM
1005
Wilbanks Smith & Thomas Asset Management
Virginia
$617K -$5.36K -16 -0.9%
FIA
1006
Foundations Investment Advisors
Arizona
$616K -$335 -1 -0.1%
CAAS
1007
Capital Asset Advisory Services
Michigan
$615K -$86.9K -251 -12%
CA
1008
Continuum Advisory
Idaho
$613K +$29.8K +89 +5%
CHC
1009
City Holding Co
West Virginia
$613K -$21.8K -65 -3%
ISL
1010
Ingalls & Snyder LLC
New York
$610K – – –
MC
1011
Moors & Cabot
Massachusetts
$608K +$57.9K +173 +11%
EWM
1012
Empirical Wealth Management
Washington
$604K -$20.4K -61 -3%
SP
1013
Symmetry Partners
Connecticut
$604K -$224K -668 -27%
TW
1014
TrinityPoint Wealth
Connecticut
$603K +$63K +188 +12%
GAM
1015
Griffin Asset Management
New York
$603K – – –
RA
1016
RiverPark Advisors
New York
$600K -$98.8K -295 -14%
FMLI
1017
Fukoku Mutual Life Insurance
Japan
$600K – – –
WP
1018
WealthSource Partners
California
$598K +$20.1K +60 +3%
FAIM
1019
Financial Advocates Investment Management
Washington
$597K +$350K +1,044 +141%
NP
1020
NorthRock Partners
Minnesota
$595K +$595K +1,778 New
PCM
1021
Penserra Capital Management
California
$594K +$36.8K +110 +7%
WPW
1022
Waldron Private Wealth
Pennsylvania
$591K – – –
ARMT
1023
Amica Retiree Medical Trust
Rhode Island
$591K – – –
CCS
1024
Concentric Capital Strategies
Connecticut
$590K +$590K +1,762 New
RSC
1025
Red Spruce Capital
Pennsylvania
$586K – – –
39 40
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