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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 %
BCM
1151
Brooktree Capital Management
Michigan
$537K -$520K -1,267 -49%
RCWM
1152
Royal Capital Wealth Management
Indiana
$533K – – –
FNBOSM
1153
First National Bank of South Miami
Florida
$532K -$1.23K -3 -0.2%
DA
1154
DSC Advisors
Illinois
$530K +$269K +656 +103%
CWM
1155
Curi Wealth Management
North Carolina
$526K +$523K +1,276 +15,950%
FAM
1156
Fulcrum Asset Management
United Kingdom
$524K -$499K – –
DLA
1157
Douglas Lane & Associates
New York
$522K +$52.9K +129 +11%
GFS
1158
GYL Financial Synergies
Connecticut
$521K -$83.8K -204 -14%
CCB
1159
Country Club Bank
Missouri
$519K +$519K +1,238 New
AWA
1160
Arete Wealth Advisors
Illinois
$518K +$28.3K +69 +6%
GAG
1161
GM Advisory Group
New York
$518K +$117K +285 +29%
ETC
1162
Exchange Traded Concepts
Oklahoma
$516K -$2.26M -5,521 -81%
TWM
1163
Thrive Wealth Management
Pennsylvania
$515K +$515K +1,256 New
FA
1164
Faithward Advisors
Pennsylvania
$513K -$20.5K -50 -4%
GFP
1165
Gryphon Financial Partners
Ohio
$512K -$79.6K -194 -13%
BC
1166
Bowman & Company
Wisconsin
$512K +$512K +1,248 New
RSS
1167
Rosenblum Silverman Sutton
California
$508K – – –
WSTAM
1168
Wilbanks Smith & Thomas Asset Management
Virginia
$507K +$2.88K +8 +0.6%
MLA
1169
My Legacy Advisors
Oregon
$507K +$507K +1,235 New
AIL
1170
AGF Investments LLC
Ontario, Canada
$505K +$1.64K +4 +0.3%
NP
1171
Ninepoint Partners
Ontario, Canada
$503K +$49.2K +120 +11%
PP
1172
Patten & Patten
Tennessee
$502K +$820 +2 +0.2%
MWM
1173
Mission Wealth Management
California
$501K +$134K +327 +37%
WA
1174
Waddell & Associates
Tennessee
$500K +$38.9K +95 +8%
SSW
1175
Smith Shellnut Wilson
Mississippi
$497K -$4.51K -11 -0.9%
45 46
47
48 49