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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 %
FRM
1176
Fox Run Management
Connecticut
$343K -$405K -1,210 -54%
PP
1177
Patten & Patten
Tennessee
$343K – – –
USCWA
1178
U.S. Capital Wealth Advisors
Texas
$340K +$40.9K +122 +14%
CPW
1179
Crestmont Private Wealth
Texas
$338K +$338K +1,008 New
ACM
1180
Ayrshire Capital Management
Connecticut
$335K – – –
LFM
1181
LGT Fund Management
Liechtenstein
$335K – – –
MIM
1182
Meridiem Investment Management
United Kingdom
$335K +$335K +1,000 New
CIC
1183
Carnegie Investment Counsel
Ohio
$334K +$335 +1 +0.1%
I
1184
InceptionR
California
$334K +$334K +996 New
KC
1185
Kenfarb & Co
Kentucky
$333K – – –
ACM
1186
Advisors Capital Management
New Jersey
$330K -$65.7K -196 -17%
IWM
1187
IHT Wealth Management
Illinois
$326K -$95.5K -285 -23%
HFM
1188
Harvest Fund Management
China
$325K +$210K +626 +182%
CB
1189
CNB Bank
Pennsylvania
$324K +$5.69K +17 +2%
FG
1190
Fiduciary Group
Georgia
$320K -$7.03K -21 -2%
CWA
1191
Cornerstone Wealth Advisors
Minnesota
$320K – – –
IUHSA
1192
Itau Unibanco Holding S.A.
Brazil
$320K -$7.21M -21,232 -96%
FAFN
1193
First Affirmative Financial Network
Colorado
$320K -$23.1K -69 -7%
TIA
1194
Traphagen Investment Advisors
New Jersey
$319K +$2.01K +6 +0.6%
LFA
1195
Legacy Financial Advisors
Kentucky
$318K +$68.7K +205 +28%
VCA
1196
Verdence Capital Advisors
Maryland
$317K -$44.5K -133 -12%
MW
1197
Marcum Wealth
Ohio
$316K -$47.9K -143 -13%
EGM
1198
Engineers Gate Manager
New York
$315K -$12.2M -36,438 -97%
OWP
1199
Obermeyer Wealth Partners
Colorado
$315K -$11.1K -33 -3%
JLBC
1200
J.L. Bainbridge & Co
Florida
$315K +$11.4K +34 +4%
46 47
48
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