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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 %
WPC
1026
Waters Parkerson & Co
Louisiana
$573K – – –
FDCC
1027
Foster Dykema Cabot & Co
Massachusetts
$573K – – –
CSPIA
1028
Cary Street Partners Investment Advisory
Virginia
$572K +$572K +1,698 New
GWAM
1029
Guardian Wealth Advisors (Minnesota)
Minnesota
$569K +$26.6K +79 +5%
MWP
1030
Meridian Wealth Partners
Pennsylvania
$568K +$25.3K +75 +5%
CSIC
1031
Clifford Swan Investment Counsel
California
$567K +$24.9K +74 +5%
AIM
1032
Arcadia Investment Management
Michigan
$566K – – –
PCM
1033
Penserra Capital Management
California
$563K -$12.1K -36 -2%
JCM
1034
Jacobi Capital Management
Pennsylvania
$560K +$25.6K +76 +5%
GAM
1035
Gotham Asset Management
New York
$556K -$2.01M -5,979 -78%
TW
1036
TrinityPoint Wealth
Connecticut
$553K +$9.77K +29 +2%
OPS
1037
Orion Portfolio Solutions
Nebraska
$552K -$65.4K -194 -11%
SWA
1038
Sutton Wealth Advisors
Florida
$551K -$5.73K -17 -1%
LC
1039
Lindbrook Capital
California
$548K +$18.2K +54 +3%
WPW
1040
Waldron Private Wealth
Pennsylvania
$544K -$14.5K -43 -3%
JSC
1041
Jackson Square Capital
California
$544K – – –
DTC
1042
Davidson Trust Company
Washington
$542K -$21.9K -65 -4%
CWM
1043
Calamos Wealth Management
Illinois
$541K -$241K -715 -31%
NB
1044
NBT Bank
New York
$539K – – –
BIC
1045
Beach Investment Counsel
Pennsylvania
$539K – – –
DA
1046
DSC Advisors
Illinois
$539K +$103K +307 +24%
CBN
1047
Cadence Bank NA
Texas
$537K – – –
LHC
1048
Little House Capital
Massachusetts
$535K -$3.71K -11 -0.7%
MCA
1049
Magnolia Capital Advisors
Mississippi
$533K +$86.9K +258 +19%
ALAM
1050
Asahi Life Asset Management
Japan
$533K +$533K +1,580 New
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42
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