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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 %
FB
1151
Fulton Bank
Pennsylvania
$371K +$11.5K +34 +3%
EAM
1152
Empirical Asset Management
Massachusetts
$371K +$44.1K +131 +14%
PAM
1153
Paradigm Asset Management
New York
$371K +$371K +1,100 New
SSW
1154
Smith Shellnut Wilson
Mississippi
$369K -$39.1K -116 -10%
ECM
1155
Elgethun Capital Management
South Dakota
$365K +$1.01K +3 +0.3%
VCM
1156
Virtue Capital Management
Tennessee
$364K -$1.14M -3,378 -76%
FNBOH
1157
First National Bank of Hutchinson
Kansas
$363K -$1.35K -4 -0.4%
MAM
1158
Magellan Asset Management
Australia
$363K +$48.2K +143 +15%
SBIA
1159
Sheaff Brock Investment Advisors
Indiana
$362K +$673 +2 +0.2%
SDAM
1160
Shulman DeMeo Asset Management
New York
$362K +$674 +2 +0.2%
JCM
1161
Janney Capital Management
Pennsylvania
$360K -$8.1K -24 -2%
APA
1162
Astoria Portfolio Advisors
New York
$356K -$2.02K -6 -0.6%
SIM
1163
Sadoff Investment Management
Wisconsin
$355K -$3.37K -10 -0.9%
WMA
1164
West Michigan Advisors
Michigan
$355K +$30.4K +90 +9%
CG
1165
Cutler Group
California
$353K +$353K +1,048 New
BOS
1166
Bank of Stockton
California
$352K -$12.1K -36 -3%
IFWM
1167
Institute for Wealth Management
Colorado
$347K – – –
SF
1168
Summit Financial
New Jersey
$346K -$95.4K -283 -22%
FAFN
1169
First Affirmative Financial Network
Colorado
$346K -$2.36K -7 -0.7%
PP
1170
Patten & Patten
Tennessee
$345K -$67.4K -200 -16%
VCA
1171
Verdence Capital Advisors
Maryland
$345K +$26.6K +79 +8%
CA
1172
Claro Advisors
Massachusetts
$345K +$345K +1,024 New
RZH
1173
Relyea Zuckerberg Hanson
Connecticut
$343K – – –
BTWM
1174
Baker Tilly Wealth Management
Wisconsin
$341K -$15.5K -46 -4%
TAM
1175
Tocqueville Asset Management
New York
$340K -$919K -2,730 -73%
45 46
47
48 49