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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 %
CCM
1176
Carlson Capital Management
Minnesota
$340K -$674 -2 -0.2%
MFG
1177
Merit Financial Group
Georgia
$340K +$340K +1,010 New
PCP
1178
Proficio Capital Partners
Massachusetts
$339K – – –
TPCW
1179
TD Private Client Wealth
New York
$338K -$39.8K -118 -11%
ACM
1180
Ayrshire Capital Management
Connecticut
$337K – – –
AC
1181
Avestar Capital
New York
$336K +$151K +448 +82%
LAS
1182
LWM Advisory Services
Florida
$334K -$429K -1,269 -56%
AWM
1183
Axxcess Wealth Management
California
$334K -$138K -408 -29%
FCFS
1184
First Command Financial Services
Texas
$330K – – –
FCB
1185
First Command Bank
Texas
$330K – – –
WI
1186
WrapManager Inc
California
$330K +$16.9K +50 +5%
CWA
1187
Cornerstone Wealth Advisors
Minnesota
$329K – – –
VIM
1188
VELA Investment Management
Ohio
$326K – – –
AAS
1189
Ameritas Advisory Services
Nebraska
$324K -$21.9K -65 -6%
CWS
1190
Confluence Wealth Services
Pennsylvania
$324K +$50.6K +131 +19%
MTC
1191
McDaniel Terry & Co
Texas
$324K +$148K +440 +84%
BDF
1192
Balasa Dinverno & Foltz
$322K -$40.8K -121 -11%
TIA
1193
Traphagen Investment Advisors
New Jersey
$319K +$12.5K +37 +4%
MGIA
1194
Moneta Group Investment Advisors
Missouri
$319K +$88K +261 +38%
ETC
1195
Exchange Traded Concepts
Oklahoma
$315K -$109K -323 -26%
OWP
1196
Obermeyer Wealth Partners
Colorado
$315K – – –
LW
1197
Linscomb Wealth
Texas
$315K +$1.01K +3 +0.3%
MCWA
1198
Meadow Creek Wealth Advisors
Georgia
$315K +$9.12K +27 +3%
EHC
1199
Everett Harris & Co
California
$313K – – –
SPP
1200
Single Point Partners
Massachusetts
$313K +$127K +376 +68%
46 47
48
49 50