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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 %
BIC
1051
Beach Investment Counsel
Pennsylvania
$536K – – –
ITFISA
1052
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$536K – – –
SIG
1053
Stonegate Investment Group
Alabama
$532K +$7.7K +23 +1%
RB
1054
Rodgers Brothers
Pennsylvania
$529K -$16.7K -50 -3%
SCM
1055
Stevens Capital Management
Pennsylvania
$529K -$407K -1,216 -43%
BOM
1056
Bank of Marin
California
$528K – – –
CWP
1057
Cyndeo Wealth Partners
Florida
$527K +$527K +1,572 New
MIM
1058
Moseley Investment Management
Florida
$526K – – –
IWA
1059
Icon Wealth Advisors
Texas
$520K +$5.36K +16 +1%
KF
1060
Krilogy Financial
Missouri
$519K -$662K -1,977 -56%
TIMH
1061
Tilt Investment Management Holdings
New York
$516K +$516K +1,541 New
DAS
1062
Dynamic Advisor Solutions
Arizona
$516K -$604K -1,803 -54%
LC
1063
Lavaca Capital
Texas
$511K +$511K +1,530 New
CSPIA
1064
Cary Street Partners Investment Advisory
Virginia
$510K -$4.35K -13 -0.8%
MCM
1065
Mendel Capital Management
Arkansas
$508K +$130K +387 +34%
WAG
1066
Wallace Advisory Group
California
$508K +$508K +1,516 New
HPM
1067
Hoxton Planning & Management
West Virginia
$504K +$504K +1,505 New
CWM
1068
Circle Wealth Management
New Jersey
$503K +$9.71K +29 +2%
QI
1069
Qtron Investments
Massachusetts
$502K – – –
HIA
1070
Harbor Investment Advisory
Maryland
$501K -$11.1K -33 -2%
ST
1071
Spinnaker Trust
Maine
$501K – – –
OHWP
1072
Oak Harbor Wealth Partners
North Carolina
$501K +$22.8K +68 +5%
NHC
1073
Nicholas Hoffman & Company
Georgia
$500K +$1.34K +4 +0.3%
NRW
1074
Nova R Wealth
Kansas
$500K – – –
BC
1075
Bowman & Company
Wisconsin
$497K +$38.5K +115 +8%
41 42
43
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