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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 %
SIM
1151
Sadoff Investment Management
Wisconsin
$325K +$3.06K +10 +0.9%
MC
1152
Machina Capital
France
$325K +$325K +1,065 New
CCM
1153
Carlson Capital Management
Minnesota
$324K +$15.9K +52 +5%
BAAM
1154
Baker Avenue Asset Management
California
$323K -$38.8K -127 -11%
HL
1155
HeadInvest LLC
Maine
$322K +$322K +1,056 New
GL
1156
Graypoint LLC
New York
$320K +$320K +1,047 New
WMA
1157
West Michigan Advisors
Michigan
$319K -$2.75K -9 -0.9%
BOS
1158
Bank of Stockton
California
$319K – – –
PCP
1159
Proficio Capital Partners
Massachusetts
$318K +$20.7K +70 +7%
IFWM
1160
Institute for Wealth Management
Colorado
$314K – – –
FAFN
1161
First Affirmative Financial Network
Colorado
$313K -$917 -3 -0.3%
PP
1162
Patten & Patten
Tennessee
$313K – – –
VCM
1163
Virtue Capital Management
Tennessee
$311K -$19.3K -63 -6%
A
1164
AustralianSuper
Australia
$309K +$53.5K +175,242 +21%
TAM
1165
Tocqueville Asset Management
New York
$308K – – –
CM
1166
Caption Management
Oklahoma
$306K -$9.62M -31,450 -97%
PAM
1167
Paradigm Asset Management
New York
$305K -$30.5K -100 -9%
LFM
1168
LGT Fund Management
Liechtenstein
$305K -$2.23M -7,303 -88%
ACM
1169
Ayrshire Capital Management
Connecticut
$305K – – –
CIC
1170
Carnegie Investment Counsel
Ohio
$304K -$48K -157 -14%
KC
1171
Kenfarb & Co
Kentucky
$303K – – –
AAS
1172
Ameritas Advisory Services
Nebraska
$299K +$4.59K +15 +2%
MCWA
1173
Meadow Creek Wealth Advisors
Georgia
$299K +$14K +46 +5%
OWP
1174
Obermeyer Wealth Partners
Colorado
$297K +$11.9K +39 +4%
OWA
1175
One Wealth Advisors
California
$297K +$32.4K +106 +12%
45 46
47
48 49