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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 %
RC
1101
Roundview Capital
New Jersey
$381K -$2.44K -8 -0.6%
GFS
1102
GYL Financial Synergies
Connecticut
$381K -$1.22K -4 -0.3%
TFA
1103
Transamerica Financial Advisors
Florida
$380K +$142K +466 +60%
IIC
1104
Ironwood Investment Counsel
Arizona
$378K +$19.5K +64 +5%
WFI
1105
West Family Investments
California
$375K -$6.41K -21 -2%
FFA
1106
Founders Financial Alliance
North Carolina
$375K +$95.9K +314 +34%
WA
1107
Waddell & Associates
Tennessee
$373K -$2.14K -7 -0.6%
ST
1108
Smithfield Trust
Pennsylvania
$373K – – –
FI
1109
Fosun International
China
$371K +$371K +1,215 New
SSG
1110
Summit Securities Group
New York
$368K +$146K +480 +66%
TCM
1111
Teza Capital Management
Illinois
$367K +$367K +1,201 New
TW
1112
Transform Wealth
Colorado
$366K -$86.5K -283 -19%
FA
1113
Faithward Advisors
Pennsylvania
$366K – – –
LOAMU
1114
Lombard Odier Asset Management (USA)
New York
$366K +$91.5K +300 +33%
GFP
1115
Gryphon Financial Partners
Ohio
$364K -$20.1K -66 -5%
BCAM
1116
Boston Common Asset Management
Massachusetts
$364K -$7.64K -25 -2%
WB
1117
WesBanco Bank
West Virginia
$362K -$57.6K -189 -14%
CA
1118
CoreCap Advisors
Michigan
$362K -$20.8K -68 -5%
GAG
1119
Goodman Advisory Group
Massachusetts
$361K -$119K -390 -25%
TFP
1120
Tilia Fiduciary Partners
North Carolina
$361K -$38.3K -130 -10%
FB
1121
Fulton Bank
Pennsylvania
$361K +$24.5K +80 +7%
JCM
1122
Janney Capital Management
Pennsylvania
$360K +$34.5K +113 +11%
9WM
1123
9258 Wealth Management
Ohio
$358K -$25.9K -85 -7%
EVM
1124
Evelyn V. Moreno
$358K +$5.5K +18 +2%
BFA
1125
Buttonwood Financial Advisors
Maryland
$358K +$26.6K +91 +8%
43 44
45
46 47