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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 %
ST
1126
Smithfield Trust
Pennsylvania
$404K -$1K -3 -0.2%
LIM
1127
Leavell Investment Management
Alabama
$402K – – –
MCM
1128
MAI Capital Management
Ohio
$400K -$170K -503 -30%
BAAM
1129
Baker Avenue Asset Management
California
$399K -$102K -304 -20%
IIC
1130
Ironwood Investment Counsel
Arizona
$396K +$337 +1 +0.1%
STA
1131
Summit Trail Advisors
New York
$394K +$394K +1,170 New
RSS
1132
Rosenblum Silverman Sutton
California
$393K -$25K -74 -6%
IBOK
1133
Independence Bank of Kentucky
Kentucky
$393K – – –
WPC
1134
Wedmont Private Capital
Pennsylvania
$392K +$107K +318 +38%
CA
1135
Centerpoint Advisors
Massachusetts
$391K -$56K -166 -13%
EVM
1136
Evelyn V. Moreno
$389K +$389K +1,154 New
CIC
1137
Carnegie Investment Counsel
Ohio
$388K +$1.68K +5 +0.4%
RIA
1138
Regal Investment Advisors
Michigan
$386K +$4.72K +14 +1%
ECM
1139
Evergreen Capital Management
Washington
$386K +$9.09K +27 +2%
SFCL
1140
Strengthening Families & Communities LLC
Massachusetts
$385K +$36.7K +91 +11%
BC
1141
Burney Company
Virginia
$384K -$190K -563 -33%
LGA
1142
Lebenthal Global Advisors
New York
$383K +$10.4K +31 +3%
BFA
1143
Buttonwood Financial Advisors
Maryland
$383K +$79.3K +235 +26%
NGA
1144
Naples Global Advisors
Florida
$379K – – –
SWM
1145
SeaCrest Wealth Management
New York
$379K +$20.6K +61 +6%
FG
1146
Fiduciary Group
Georgia
$377K +$51.4K +133 +16%
MCM
1147
Mendel Capital Management
Arkansas
$376K -$9.43K -28 -2%
CFG
1148
Cooper Financial Group
California
$374K -$9.11K -27 -2%
AFM
1149
Andesa Financial Management
Pennsylvania
$373K +$675 +2 +0.2%
CM
1150
Columbus Macro
Pennsylvania
$373K +$373K +1,106 New
44 45
46
47 48