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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 %
FIB
1101
First Interstate Bank
Montana
$442K -$12.7K -38 -3%
DLA
1102
Douglas Lane & Associates
New York
$441K +$57.6K +172 +15%
SEC
1103
Seven Eight Capital
New York
$440K -$1.61M -4,808 -79%
LFRG
1104
Lazard Frères Gestion
France
$438K +$73.5K +250 +20%
RCWM
1105
Royal Capital Wealth Management
Indiana
$435K – – –
ECA
1106
Elevated Capital Advisors
Utah
$434K +$434K +1,296 New
PAG
1107
Private Advisor Group
New Jersey
$433K +$10.4K +110 +2%
NP
1108
Ninepoint Partners
Ontario, Canada
$432K +$432K +1,291 New
AAS
1109
Ameritas Advisory Services
Nebraska
$431K +$104K +310 +32%
CPIG
1110
Chicago Partners Investment Group
Illinois
$425K -$30.4K -82 -7%
LIM
1111
Leavell Investment Management
Alabama
$425K – – –
RZH
1112
Relyea Zuckerberg Hanson
Connecticut
$420K +$41.5K +124 +11%
CCB
1113
Country Club Bank
Missouri
$420K – – –
NGA
1114
Naples Global Advisors
Florida
$419K – – –
HCMT
1115
Highland Capital Management (Tennessee)
Tennessee
$419K -$50.3K -150 -11%
FB
1116
Fulton Bank
Pennsylvania
$419K +$23.4K +70 +6%
IIC
1117
Ironwood Investment Counsel
Arizona
$417K +$2.35K +7 +0.6%
NAM
1118
NorthCrest Asset Manangement
Minnesota
$417K -$184K -550 -31%
TFP
1119
Tilia Fiduciary Partners
North Carolina
$415K +$5.02K +15 +1%
WANY
1120
Wealthspire Advisors (New York)
New York
$413K +$413K +1,234 New
CA
1121
Centerpoint Advisors
Massachusetts
$413K +$36.2K +108 +10%
FFA
1122
Founders Financial Alliance
North Carolina
$412K +$335 +1 +0.1%
FCM
1123
FJ Capital Management
Virginia
$408K +$408K +1,218 New
FI
1124
Fosun International
China
$407K – – –
AFM
1125
Andesa Financial Management
Pennsylvania
$405K -$228K -681 -36%
43 44
45
46 47