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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 %
SWM
1151
SeaCrest Wealth Management
New York
$371K -$5.02K -15 -1%
HL
1152
HeadInvest LLC
Maine
$368K +$14.1K +42 +4%
SBIA
1153
Sheaff Brock Investment Advisors
Indiana
$367K +$6.36K +19 +2%
CI
1154
CX Institutional
Indiana
$365K +$365K +1,091 New
JSW
1155
Journey Strategic Wealth
New Jersey
$365K +$61.7K +184 +20%
9WM
1156
9258 Wealth Management
Ohio
$365K -$28.1K -84 -7%
RWPA
1157
Richard W. Paul & Associates
Michigan
$365K +$365K +1,089 New
ECM
1158
Elgethun Capital Management
South Dakota
$363K – – –
BBWP
1159
Beacon Bridge Wealth Partners
Pennsylvania
$362K +$362K +1,081 New
SDAM
1160
Shulman DeMeo Asset Management
New York
$361K +$335 +1 +0.1%
ACM
1161
Acrisure Capital Management
Texas
$358K +$358K +1,069 New
WFI
1162
West Family Investments
California
$357K -$54.6K -163 -13%
ANTB
1163
AMG National Trust Bank
Colorado
$355K +$57.6K +172 +19%
EVM
1164
Evelyn V. Moreno
$354K -$38.9K -116 -10%
LW
1165
Linscomb Wealth
Texas
$354K +$40.9K +122 +13%
AC
1166
Avestar Capital
New York
$353K +$85.7K +256 +32%
MTC
1167
McDaniel Terry & Co
Texas
$352K +$30.1K +90 +9%
WMA
1168
West Michigan Advisors
Michigan
$351K +$1.34K +4 +0.4%
MAM
1169
Magellan Asset Management
Australia
$351K -$115K -343 -25%
BOS
1170
Bank of Stockton
California
$350K – – –
AFT
1171
Alpha Family Trust
California
$348K +$348K +1,040 New
RSS
1172
Rosenblum Silverman Sutton
California
$348K -$36.8K -110 -10%
T
1173
TOBAM
France
$347K -$236K -706 -41%
MC
1174
Machina Capital
France
$347K -$9.71K -29 -3%
KCM
1175
Kathmere Capital Management
Pennsylvania
$347K +$113K +337 +48%
45 46
47
48 49