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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 %
BOM
1051
Bank of Marin
California
$532K -$1.69K -5 -0.3%
GAG
1052
Goodman Advisory Group
Massachusetts
$530K -$40.8K -121 -7%
MIM
1053
Moseley Investment Management
Florida
$529K – – –
WSTAM
1054
Wilbanks Smith & Thomas Asset Management
Virginia
$527K +$52.2K +155 +11%
PFS
1055
Prospera Financial Services
Texas
$526K -$215K -639 -29%
B
1056
Barings
North Carolina
$526K -$46.2K -137 -8%
FIB
1057
First Interstate Bank
Montana
$525K +$525K +1,558 New
IAN
1058
Integrated Advisors Network
Texas
$524K +$16.2K +48 +3%
SFO
1059
Stokes Family Office
Louisiana
$523K -$175K -520 -25%
IWP
1060
Icon Wealth Partners
Texas
$517K -$2.36K -7 -0.5%
HIA
1061
Harbor Investment Advisory
Maryland
$517K +$62.1K +184 +14%
ACM
1062
Advisors Capital Management
New Jersey
$509K +$39.5K +117 +8%
HCMT
1063
Highland Capital Management (Tennessee)
Tennessee
$506K – – –
ST
1064
Spinnaker Trust
Maine
$505K -$6.75K -20 -1%
NRW
1065
Nova R Wealth
Kansas
$503K – – –
WP
1066
WealthSource Partners
California
$502K -$85.7K -254 -15%
NHC
1067
Nicholas Hoffman & Company
Georgia
$502K -$33.7K -100 -6%
CWM
1068
Circle Wealth Management
New Jersey
$502K -$2.02K -6 -0.4%
FAIM
1069
Financial Advocates Investment Management
Washington
$500K +$145K +432 +41%
TW
1070
Transform Wealth
Colorado
$499K -$206K -611 -29%
HPWM
1071
Highland Private Wealth Management
Washington
$494K -$11.5K -34 -2%
GA
1072
Geller Advisors
New York
$491K -$86.3K -256 -15%
BWP
1073
BSW Wealth Partners
Colorado
$490K -$110K -326 -18%
IF
1074
Intrua Financial
Texas
$488K -$118K -349 -19%
PWP
1075
Principle Wealth Partners
Connecticut
$483K – – –
41 42
43
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