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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 %
BCAM
1126
Boston Common Asset Management
Massachusetts
$405K +$5.7K +17 +1%
BC
1127
Bridgefront Capital
Texas
$404K +$404K +1,206 New
ST
1128
Smithfield Trust
Pennsylvania
$403K – – –
CM
1129
Columbus Macro
Pennsylvania
$403K +$34.5K +103 +9%
FNBOSM
1130
First National Bank of South Miami
Florida
$402K -$30.8K -92 -7%
LOAMU
1131
Lombard Odier Asset Management (USA)
New York
$402K – – –
FA
1132
Faithward Advisors
Pennsylvania
$402K – – –
SS
1133
Sunbelt Securities
Texas
$400K -$30.8K -92 -7%
PIA
1134
Pinion Investment Advisors
Kansas
$400K -$94.8K -283 -19%
SFCL
1135
Strengthening Families & Communities LLC
Massachusetts
$400K +$27.8K +83 +7%
PWP
1136
Principle Wealth Partners
Connecticut
$397K -$83.1K -248 -17%
GFP
1137
Gryphon Financial Partners
Ohio
$397K -$3.69K -11 -0.9%
TFA
1138
Transamerica Financial Advisors
Florida
$395K -$21.1K -63 -5%
PA
1139
Prossimo Advisors
California
$394K +$394K +1,175 New
WA
1140
Waddell & Associates
Tennessee
$393K -$16.1K -48 -4%
LFAS
1141
Level Four Advisory Services
Texas
$392K +$392K +1,171 New
IBOK
1142
Independence Bank of Kentucky
Kentucky
$392K +$1.01K +3 +0.3%
PWMAG
1143
Pinnacle Wealth Management Advisory Group
New Jersey
$390K +$129K +385 +49%
GAG
1144
Goodman Advisory Group
Massachusetts
$388K -$7.71K -23 -2%
IFWM
1145
Institute for Wealth Management
Colorado
$388K +$42.9K +128 +12%
SSW
1146
Smith Shellnut Wilson
Mississippi
$383K -$1.34K -4 -0.3%
MA
1147
Mutual Advisors
Nebraska
$380K +$16.4K +49 +5%
AG
1148
AIA Group
Hong Kong
$377K -$879K -2,623 -70%
RIA
1149
Regal Investment Advisors
Michigan
$376K -$6.03K -18 -2%
STA
1150
Summit Trail Advisors
New York
$374K -$116K -347 -24%
44 45
46
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