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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 %
PCM
1026
Penserra Capital Management
California
$508K -$2.44K -8 -0.5%
LHC
1027
Little House Capital
Massachusetts
$508K +$23.2K +76 +5%
SFO
1028
Stokes Family Office
Louisiana
$507K +$33.6K +110 +7%
ALAM
1029
Asahi Life Asset Management
Japan
$501K +$18.3K +60 +4%
MC
1030
Moors & Cabot
Massachusetts
$501K +$119K +391 +31%
SFA
1031
Sequoia Financial Advisors
Ohio
$500K -$175K -571 -26%
WF
1032
Welch & Forbes
Massachusetts
$500K -$30.5K -100 -6%
RB
1033
Rodgers Brothers
Pennsylvania
$498K -$45.8K -150 -8%
IAN
1034
Integrated Advisors Network
Texas
$498K +$23.8K +78 +5%
TWM
1035
Thrive Wealth Management
Pennsylvania
$494K +$74.2K +243 +18%
JSC
1036
Jackson Square Capital
California
$493K – – –
MCA
1037
Magnolia Capital Advisors
Mississippi
$493K +$9.47K +31 +2%
TW
1038
TrinityPoint Wealth
Connecticut
$492K -$8.85K -29 -2%
LC
1039
Lindbrook Capital
California
$491K -$5.19K -17 -1%
BIC
1040
Beach Investment Counsel
Pennsylvania
$489K – – –
ITFISA
1041
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$489K -$91.6K -300 -16%
DTC
1042
Davidson Trust Company
Washington
$483K -$7.93K -26 -2%
BOM
1043
Bank of Marin
California
$482K – – –
MIM
1044
Moseley Investment Management
Florida
$479K – – –
SIG
1045
Stonegate Investment Group
Alabama
$478K +$111K +364 +30%
PF
1046
Phoenix Financial
Israel
$477K -$168K -536 -26%
SFP
1047
Sweet Financial Partners
Minnesota
$476K +$476K +1,560 New
DMBA
1048
Deseret Mutual Benefit Administrators
Utah
$469K -$97.4K -319 -17%
CSPIA
1049
Cary Street Partners Investment Advisory
Virginia
$469K -$49.1K -161 -9%
IWA
1050
Icon Wealth Advisors
Texas
$469K +$469K +1,535 New
40 41
42
43 44