SPGI icon

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 %
DTC
1076
Davidson Trust Company
Washington
$497K -$33.5K -100 -6%
GA
1077
Geller Advisors
New York
$496K +$8.71K +26 +2%
FC
1078
Financial Consulate
Maryland
$492K +$12.7K +38 +3%
NHT
1079
New Hampshire Trust
New Hampshire
$491K +$491K +1,465 New
RIM
1080
Regent Investment Management
Kentucky
$487K +$186K +555 +62%
EAM
1081
Empirical Asset Management
Massachusetts
$486K -$78.4K -243 -14%
WF
1082
Welch & Forbes
Massachusetts
$485K -$63.6K -190 -12%
LAS
1083
LWM Advisory Services
Florida
$481K -$304K -897 -39%
CSIC
1084
Clifford Swan Investment Counsel
California
$474K -$89.4K -267 -16%
FNBT
1085
FineMark National Bank & Trust
Florida
$470K +$36.5K +109 +8%
WP
1086
WMS Partners
Maryland
$467K +$2.01K +6 +0.4%
FFS
1087
Founders Financial Securities
Maryland
$465K +$40.5K +121 +10%
WB
1088
WesBanco Bank
West Virginia
$461K +$63.6K +190 +16%
CA
1089
Claro Advisors
Massachusetts
$461K +$118K +352 +34%
ACL
1090
Applied Capital LLC
Florida
$454K +$454K +1,356 New
MWM
1091
Mission Wealth Management
California
$452K +$5.02K +15 +1%
PA
1092
Pinnacle Associates
New York
$451K +$133K +398 +42%
RBC
1093
Romano Brothers & Co
Illinois
$451K -$10.4K -31 -2%
FC
1094
Forte Capital
New York
$450K +$21.1K +63 +5%
JCM
1095
Janney Capital Management
Pennsylvania
$450K +$54.9K +164 +14%
PPP
1096
Private Portfolio Partners
New Jersey
$450K – – –
BFA
1097
Buttonwood Financial Advisors
Maryland
$448K +$37.5K +112 +9%
WA
1098
Wambolt & Associates
Colorado
$448K -$8.37K -25 -2%
APA
1099
Astoria Portfolio Advisors
New York
$446K -$27.2K -74 -6%
CB
1100
Community Bank
New York
$446K – – –
42 43
44
45 46