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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 %
IBOK
1126
Independence Bank of Kentucky
Kentucky
$356K – – –
FNBOH
1127
First National Bank of Hutchinson
Kansas
$353K +$24.7K +81 +8%
RSS
1128
Rosenblum Silverman Sutton
California
$351K -$4.89K -16 -1%
SSW
1129
Smith Shellnut Wilson
Mississippi
$350K +$15.6K +51 +5%
DLA
1130
Douglas Lane & Associates
New York
$349K -$39K -128 -10%
RIA
1131
Regal Investment Advisors
Michigan
$348K -$1.53K -5 -0.4%
CA
1132
Claro Advisors
Massachusetts
$345K – – –
MCM
1133
Mendel Capital Management
Arkansas
$345K +$4.27K +14 +1%
RZH
1134
Relyea Zuckerberg Hanson
Connecticut
$345K +$34.2K +112 +11%
CA
1135
Centerpoint Advisors
Massachusetts
$343K -$10.7K -35 -3%
SWM
1136
SeaCrest Wealth Management
New York
$343K -$611 -2 -0.2%
SFCL
1137
Strengthening Families & Communities LLC
Massachusetts
$339K +$47.9K +157 +16%
FG
1138
Fiduciary Group
Georgia
$338K – – –
CFG
1139
Cooper Financial Group
California
$337K -$1.53K -5 -0.5%
CM
1140
Columbus Macro
Pennsylvania
$336K -$1.83K -6 -0.5%
WG
1141
Winton Group
United Kingdom
$336K +$336K +1,100 New
MW
1142
Marcum Wealth
Ohio
$332K +$96.5K +316 +41%
ECM
1143
Elgethun Capital Management
South Dakota
$331K -$611 -2 -0.2%
MA
1144
Mutual Advisors
Nebraska
$331K +$128K +418 +63%
VCA
1145
Verdence Capital Advisors
Maryland
$330K +$17.4K +57 +6%
AWA
1146
Aaron Wealth Advisors
Illinois
$330K +$80K +262 +32%
SBIA
1147
Sheaff Brock Investment Advisors
Indiana
$329K +$916 +3 +0.3%
EFG
1148
Everhart Financial Group
Ohio
$329K +$46.7K +153 +17%
SDAM
1149
Shulman DeMeo Asset Management
New York
$328K +$610 +2 +0.2%
GCP
1150
GSA Capital Partners
United Kingdom
$328K +$328K +1,075 New
44 45
46
47 48