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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 %
GM
1101
GeoWealth Management
Illinois
$438K +$47.9K +142 +12%
FNBOSM
1102
First National Bank of South Miami
Florida
$435K -$1.68K -5 -0.4%
GAG
1103
GM Advisory Group
New York
$434K +$8.42K +25 +2%
FC
1104
Forte Capital
New York
$432K -$1.69K -5 -0.4%
FFS
1105
Founders Financial Securities
Maryland
$430K +$57.6K +171 +15%
DLA
1106
Douglas Lane & Associates
New York
$429K – – –
GFP
1107
Gryphon Financial Partners
Ohio
$425K +$4.38K +13 +1%
9WM
1108
9258 Wealth Management
Ohio
$424K +$39.4K +117 +10%
RC
1109
Roundview Capital
New Jersey
$424K +$47.6K +141 +13%
TSS
1110
Two Sigma Securities
New York
$423K -$203K -602 -32%
GFS
1111
GYL Financial Synergies
Connecticut
$422K -$6.07K -18 -1%
MC
1112
Moors & Cabot
Massachusetts
$422K +$43.9K +130 +12%
CA
1113
CoreCap Advisors
Michigan
$422K +$422K +1,253 New
WFI
1114
West Family Investments
California
$421K -$30.6K -91 -7%
FNBT
1115
FineMark National Bank & Trust
Florida
$421K +$15.2K +45 +4%
MWM
1116
Mission Wealth Management
California
$418K +$5.74K +17 +1%
CCB
1117
Country Club Bank
Missouri
$414K – – –
WA
1118
Waddell & Associates
Tennessee
$414K +$2.36K +7 +0.6%
BTI
1119
Blue Trust Inc
Georgia
$412K +$412K +1,005 New
BCAM
1120
Boston Common Asset Management
Massachusetts
$410K +$32.7K +97 +9%
XS
1121
XR Securities
Illinois
$409K +$409K +1,212 New
KC
1122
Kenfarb & Co
Kentucky
$408K – – –
SIG
1123
Stonegate Investment Group
Alabama
$405K +$89.3K +265 +28%
FA
1124
Faithward Advisors
Pennsylvania
$404K -$16.8K -50 -4%
CAG
1125
Csenge Advisory Group
Florida
$404K -$3.03K -9 -0.7%
43 44
45
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