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S&P Global
SPGI

Overview Fund Activity

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
1126
Baker Avenue Asset Management
California
$611K -$307K -749 -33%
FC
1127
Forte Capital
New York
$607K – – –
EP
1128
Eudaimonia Partners
Tennessee
$600K +$600K +1,463 New
SS
1129
Sunbelt Securities
Texas
$598K -$49K -117 -8%
KF
1130
Krilogy Financial
Missouri
$598K +$598K +1,458 New
PI
1131
Putnam Investments
Massachusetts
$594K +$175K +427 +42%
HCC
1132
Hirtle Callaghan & Co
Pennsylvania
$594K +$594K +1,448 New
PWP
1133
Principle Wealth Partners
Connecticut
$588K +$50.1K +122 +9%
BHTS
1134
Bar Harbor Trust Services
Maine
$581K +$12.7K +31 +2%
BONH
1135
Bank of New Hampshire
New Hampshire
$580K +$7.39K +18 +1%
AWM
1136
Axxcess Wealth Management
California
$574K +$238K +579 +71%
AP
1137
Americana Partners
Texas
$573K +$573K +1,724 New
ACM
1138
Advisors Capital Management
New Jersey
$571K +$51.7K +126 +10%
WA
1139
Wambolt & Associates
Colorado
$565K -$8.15K -20 -1%
TFP
1140
Tilia Fiduciary Partners
North Carolina
$565K -$2.46K -6 -0.4%
WB
1141
WesBanco Bank
West Virginia
$564K +$28.7K +70 +5%
SWP
1142
Strategic Wealth Partners
Ohio
$557K +$134K +326 +32%
SYBT
1143
Stock Yards Bank & Trust
Kentucky
$555K -$171K -418 -24%
HIA
1144
Harbor Investment Advisory
Maryland
$553K +$161K +392 +41%
WFI
1145
West Family Investments
California
$550K +$207K +505 +60%
T
1146
TOBAM
France
$547K +$547K +1,334 New
CA
1147
Centerpoint Advisors
Massachusetts
$543K +$61.9K +151 +13%
MCA
1148
Magnolia Capital Advisors
Mississippi
$543K +$543K +1,325 New
DHFB
1149
Dixon Hubard Feinour & Brown
Virginia
$542K +$299K +730 +123%
SF
1150
Summit Financial
New Jersey
$537K +$168K +409 +45%
44 45
46
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