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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 %
OFA
1076
Oak Family Advisors
Illinois
$480K -$99.1K -294 -17%
CFA
1077
CWS Financial Advisors
Michigan
$480K +$231K +686 +93%
RGF
1078
Retirement Guys Formula
Ohio
$478K +$83.5K +248 +21%
SS
1079
Sunbelt Securities
Texas
$472K -$9.1K -27 -2%
AWA
1080
Arete Wealth Advisors
Illinois
$472K +$46.2K +137 +11%
AT
1081
American Trust
Kentucky
$470K +$470K +1,394 New
TFP
1082
Tilia Fiduciary Partners
North Carolina
$468K -$7.95K -23 -2%
MLA
1083
My Legacy Advisors
Oregon
$465K +$30.6K +87 +7%
FC
1084
Financial Consulate
Maryland
$465K +$81.2K +241 +21%
WB
1085
WesBanco Bank
West Virginia
$464K – – –
CPIG
1086
Chicago Partners Investment Group
Illinois
$464K +$14.7K +39 +3%
TWM
1087
Thrive Wealth Management
Pennsylvania
$463K +$39.8K +118 +9%
WP
1088
WMS Partners
Maryland
$462K -$45.5K -135 -9%
CW
1089
CreativeOne Wealth
Kansas
$461K -$89.3K -265 -16%
TP
1090
Tranquility Partners
Tennessee
$460K -$158K -469 -26%
WA
1091
Wambolt & Associates
Colorado
$459K -$7.75K -23 -2%
BONH
1092
Bank of New Hampshire
New Hampshire
$456K -$20.2K -60 -4%
PPP
1093
Private Portfolio Partners
New Jersey
$453K -$438K -1,300 -49%
BC
1094
Bowman & Company
Wisconsin
$447K +$26.3K +78 +6%
MP
1095
McDonald Partners
Ohio
$447K +$65.7K +195 +17%
DHFB
1096
Dixon Hubard Feinour & Brown
Virginia
$446K – – –
BWM
1097
Bulltick Wealth Management
Florida
$443K +$124K +367 +39%
OHWP
1098
Oak Harbor Wealth Partners
North Carolina
$441K +$131K +390 +42%
CWM
1099
Curi Wealth Management
North Carolina
$440K +$7.08K +21 +2%
RCWM
1100
Royal Capital Wealth Management
Indiana
$438K – – –
42 43
44
45 46