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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 %
HIA
1051
Harbor Investment Advisory
Maryland
$467K -$1.22K -4 -0.3%
AWA
1052
Arete Wealth Advisors
Illinois
$463K +$35.1K +115 +8%
QI
1053
Qtron Investments
Massachusetts
$458K -$110K -360 -19%
NB
1054
NBT Bank
New York
$458K -$30.9K -101 -6%
ST
1055
Spinnaker Trust
Maine
$457K – – –
UAS
1056
United Asset Strategies
New York
$457K +$457K +1,497 New
NRW
1057
Nova R Wealth
Kansas
$455K – – –
NHC
1058
Nicholas Hoffman & Company
Georgia
$454K – – –
HPWM
1059
Highland Private Wealth Management
Washington
$453K +$5.8K +19 +1%
PIA
1060
Pinion Investment Advisors
Kansas
$451K -$93.4K -306 -17%
SF
1061
Summit Financial
New Jersey
$451K +$137K +449 +44%
MP
1062
McDonald Partners
Ohio
$450K +$45.5K +149 +11%
CWM
1063
Circle Wealth Management
New Jersey
$449K -$5.8K -19 -1%
STA
1064
Summit Trail Advisors
New York
$447K +$89.8K +294 +25%
GA
1065
Geller Advisors
New York
$444K -$610 -2 -0.1%
WPC
1066
Wedmont Private Capital
Pennsylvania
$438K +$82.2K +269 +23%
FC
1067
Financial Consulate
Maryland
$437K +$15.3K +50 +4%
CFA
1068
CWS Financial Advisors
Michigan
$436K +$611 +2 +0.1%
OHWP
1069
Oak Harbor Wealth Partners
North Carolina
$436K +$36.4K +119 +9%
HCMT
1070
Highland Capital Management (Tennessee)
Tennessee
$427K -$30.5K -100 -7%
WP
1071
WMS Partners
Maryland
$424K +$5.19K +17 +1%
MAM
1072
Magellan Asset Management
Australia
$424K +$95.8K +314 +29%
RBC
1073
Romano Brothers & Co
Illinois
$420K +$420K +1,376 New
BC
1074
Bowman & Company
Wisconsin
$418K +$13.1K +43 +3%
BTWM
1075
Baker Tilly Wealth Management
Wisconsin
$418K +$110K +359 +36%
41 42
43
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