SPGI icon

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 %
FFM
1026
Forum Financial Management
Illinois
$824K +$559K +1,364 +211%
LCM
1027
Lattice Capital Management
Washington
$822K +$1.55K +4 +0.2%
NL
1028
NVWM LLC
Pennsylvania
$821K -$6.98K -17 -0.8%
ADL
1029
Asset Dedication LLC
California
$820K -$47.2K -115 -5%
ACM
1030
Aquatic Capital Management
Illinois
$820K +$533K +1,300 +186%
APP
1031
Avantax Planning Partners
Iowa
$819K +$32K +78 +4%
BAM
1032
Bruderman Asset Management
New York
$814K -$532K -1,300 -40%
HH
1033
HWG Holdings
Texas
$812K +$211K +515 +35%
DCM
1034
Donaldson Capital Management
Indiana
$808K +$228K +555 +39%
BL
1035
BFSG LLC
California
$807K +$807K +1,967 New
DCM
1036
Dimension Capital Management
Florida
$791K – – –
MSFS
1037
Main Street Financial Solutions
Pennsylvania
$791K +$445K +1,085 +129%
SCF
1038
Sante Capital Fund
Texas
$785K +$785K +1,915 New
ITFISA
1039
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$779K -$231K -564 -23%
CP
1040
Covenant Partners
Tennessee
$774K +$774K +1,887 New
GA
1041
GoalVest Advisory
New York
$763K +$763K +1,861 New
TSS
1042
Two Sigma Securities
New York
$762K +$762K +1,858 New
ISL
1043
Ingalls & Snyder LLC
New York
$760K -$39.8K -97 -5%
RMCM
1044
Reynders McVeigh Capital Management
Massachusetts
$759K -$40.6K -99 -5%
APWM
1045
Atlas Private Wealth Management
New York
$759K – – –
KPWS
1046
Kestra Private Wealth Services
Texas
$758K -$187K -457 -20%
WWM
1047
Western Wealth Management
Colorado
$756K +$496K +1,208 +191%
TP
1048
Tranquility Partners
Tennessee
$753K +$221K +539 +42%
OPS
1049
Orion Portfolio Solutions
Nebraska
$751K +$224K +546 +42%
HSA
1050
HBK Sorce Advisory
Pennsylvania
$749K +$13.5K +33 +2%
40 41
42
43 44