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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 %
JWM
1076
Jackson Wealth Management
Florida
$418K +$418K +1,369 New
WA
1077
Wambolt & Associates
Colorado
$416K – – –
FIB
1078
First Interstate Bank
Montana
$415K -$61.1K -200 -13%
BONH
1079
Bank of New Hampshire
New Hampshire
$413K – – –
ACM
1080
Advisors Capital Management
New Jersey
$411K -$114K -328 -22%
PPP
1081
Private Portfolio Partners
New Jersey
$410K – – –
MWM
1082
Mission Wealth Management
California
$407K +$29K +95 +8%
MLA
1083
My Legacy Advisors
Oregon
$407K +$27.8K +97 +7%
CB
1084
Community Bank
New York
$406K +$197K +645 +94%
AI
1085
AdvisorShares Investments
Maryland
$404K +$404K +1,324 New
RCWM
1086
Royal Capital Wealth Management
Indiana
$397K – – –
FNBT
1087
FineMark National Bank & Trust
Florida
$395K +$13.7K +45 +4%
FNBOSM
1088
First National Bank of South Miami
Florida
$394K -$305 -1 -0.1%
LFRG
1089
Lazard Frères Gestion
France
$394K +$394K +1,240 New
SS
1090
Sunbelt Securities
Texas
$393K -$34.5K -113 -8%
APA
1091
Astoria Portfolio Advisors
New York
$393K +$70.5K +231 +22%
CPIG
1092
Chicago Partners Investment Group
Illinois
$392K -$1.28K -4 -0.3%
FC
1093
Forte Capital
New York
$391K – – –
DA
1094
DSC Advisors
Illinois
$390K -$98K -321 -20%
CCB
1095
Country Club Bank
Missouri
$389K +$4.96K +16 +1%
BTI
1096
Blue Trust Inc
Georgia
$389K +$50.5K +150 +15%
FFS
1097
Founders Financial Securities
Maryland
$387K -$2.75K -9 -0.7%
LIM
1098
Leavell Investment Management
Alabama
$387K +$22.9K +75 +6%
IWM
1099
IHT Wealth Management
Illinois
$384K +$138K +452 +56%
NGA
1100
Naples Global Advisors
Florida
$382K +$38.7K +127 +11%
42 43
44
45 46