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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 %
SB
1026
Sunflower Bank
Texas
$586K -$28.2K -84 -5%
AWM
1027
Aspire Wealth Management
Massachusetts
$582K +$582K +1,739 New
GWAM
1028
Guardian Wealth Advisors (Minnesota)
Minnesota
$582K +$7.37K +22 +1%
CP
1029
Covenant Partners
Tennessee
$581K – – –
TWM
1030
Thrive Wealth Management
Pennsylvania
$579K +$37.9K +113 +7%
SXL
1031
Summit X LLC
Missouri
$578K -$57.3K -170 -9%
HWMT
1032
Heritage Wealth Management (Texas)
Texas
$576K +$576K +1,719 New
IDBONY
1033
Israel Discount Bank of New York
New York
$572K – – –
PFBT
1034
Parkside Financial Bank & Trust
Missouri
$572K -$10K -30 -2%
CBT
1035
CoreFirst Bank & Trust
Kansas
$570K – – –
FDCC
1036
Foster Dykema Cabot & Co
Massachusetts
$569K -$670 -2 -0.1%
WPC
1037
Waters Parkerson & Co
Louisiana
$569K – – –
MLA
1038
My Legacy Advisors
Oregon
$566K +$36.9K +99 +7%
MWP
1039
Meridian Wealth Partners
Pennsylvania
$565K -$4.35K -13 -0.8%
BTI
1040
Blue Trust Inc
Georgia
$564K +$211K +692 +60%
AIM
1041
Arcadia Investment Management
Michigan
$563K – – –
UH
1042
Unigestion Holding
Switzerland
$562K -$380K -1,118 -40%
FNBOH
1043
First National Bank of Hutchinson
Kansas
$557K +$170K +507 +44%
SWA
1044
Sutton Wealth Advisors
Florida
$555K -$2.68K -8 -0.5%
SPC
1045
Sigma Planning Corp
Michigan
$551K -$13.7K -41 -2%
MCA
1046
Magnolia Capital Advisors
Mississippi
$550K +$9.38K +28 +2%
LC
1047
Lindbrook Capital
California
$547K +$8.04K +24 +1%
ETIA
1048
Epic Trust Investment Advisors
Washington
$544K -$9.54K -29 -2%
BWM
1049
Baron Wealth Management
Michigan
$542K +$542K +1,617 New
ALAM
1050
Asahi Life Asset Management
Japan
$538K -$11.7K -35 -2%
40 41
42
43 44