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S&P Global
SPGI

Overview Fund Activity

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
1076
Burney Company
Virginia
$698K +$698K +1,702 New
WPC
1077
Waters Parkerson & Co
Louisiana
$697K – – –
FDCC
1078
Foster Dykema Cabot & Co
Massachusetts
$697K – – –
B
1079
Barings
North Carolina
$696K +$293K +713 +73%
GAG
1080
Goodman Advisory Group
Massachusetts
$694K +$694K +1,692 New
MCM
1081
MAI Capital Management
Ohio
$693K +$41.9K +102 +6%
CHC
1082
City Holding Co
West Virginia
$692K +$123K +300 +22%
AIM
1083
Arcadia Investment Management
Michigan
$689K – – –
DTC
1084
Davidson Trust Company
Washington
$687K -$22.6K -55 -3%
NIMI
1085
Natixis Investment Managers International
France
$683K +$683K +1,667 New
WPW
1086
Waldron Private Wealth
Pennsylvania
$680K -$13.5K -33 -2%
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$680K +$84.1K +205 +14%
SWA
1088
Sutton Wealth Advisors
Florida
$678K +$13.1K +32 +2%
OFS
1089
Orrstown Financial Services
Pennsylvania
$677K -$103K -252 -13%
AC
1090
ASB Consultores
Florida
$672K +$255K +621 +61%
CW
1091
CreativeOne Wealth
Kansas
$670K +$170K +415 +34%
KWM
1092
Keebeck Wealth Management
Illinois
$669K +$128K +313 +24%
RSC
1093
Red Spruce Capital
Pennsylvania
$668K +$37.3K +91 +6%
JWM
1094
Jackson Wealth Management
Florida
$663K -$1.31M -3,193 -66%
OPCM
1095
Osborne Partners Capital Management
California
$663K -$105K -256 -14%
JSC
1096
Jackson Square Capital
California
$662K – – –
TW
1097
TrinityPoint Wealth
Connecticut
$661K +$33.6K +82 +5%
MWP
1098
Meridian Wealth Partners
Pennsylvania
$660K -$14.4K -35 -2%
GWAM
1099
Guardian Wealth Advisors (Minnesota)
Minnesota
$660K -$6.97K -17 -1%
CSIC
1100
Clifford Swan Investment Counsel
California
$660K – – –
42 43
44
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