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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 %
EFG
1201
Everhart Financial Group
Ohio
$312K +$312K +925 New
RPWA
1202
Regent Peak Wealth Advisors
Georgia
$310K -$8.42K -25 -3%
DU
1203
Delphia (USA)
Ontario, Canada
$309K +$309K +916 New
BCM
1204
Brookstone Capital Management
Illinois
$308K -$44.8K -127 -13%
FFA
1205
Founders Financial Alliance
North Carolina
$308K -$17.2K -51 -5%
JLBC
1206
J.L. Bainbridge & Co
Florida
$306K – – –
H
1207
HoyleCohen
California
$304K – – –
CB
1208
CNB Bank
Pennsylvania
$304K +$13.5K +40 +5%
PFA
1209
Plotkin Financial Advisors
Maryland
$303K – – –
KP
1210
Keel Point
Alabama
$303K -$19.3K -49 -6%
RIM
1211
Regent Investment Management
Kentucky
$303K -$8.42K -25 -3%
PP
1212
PDS Planning
Ohio
$303K +$73.4K +218 +32%
LOAMU
1213
Lombard Odier Asset Management (USA)
New York
$303K +$99K +294 +49%
FA
1214
Fiducient Advisors
Illinois
$302K – – –
WA
1215
Waverly Advisors
Alabama
$298K +$672 +2 +0.2%
SB
1216
Strategic Blueprint
Georgia
$292K -$3.71K -11 -1%
OWA
1217
One Wealth Advisors
California
$292K +$11.8K +35 +4%
FCM
1218
Fourpath Capital Management
Oklahoma
$291K +$45.9K +136 +19%
YC
1219
Yarbrough Capital
Tennessee
$288K -$83K -246 -22%
CCA
1220
Childress Capital Advisors
Texas
$288K -$81.6K -242 -22%
RP
1221
Riverwater Partners
Wisconsin
$285K +$285K +846 New
CL
1222
CPWM LLC
Washington
$284K -$4.39K -13 -2%
SFG
1223
StrategIQ Financial Group
Indiana
$284K – – –
USCWA
1224
U.S. Capital Wealth Advisors
Texas
$284K +$3.71K +11 +1%
TIM
1225
Triad Investment Management
California
$283K +$14.5K +43 +5%
47 48
49
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