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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 %
MGIA
1201
Moneta Group Investment Advisors
Missouri
$271K -$17.7K -58 -6%
ANTB
1202
AMG National Trust Bank
Colorado
$271K +$271K +889 New
EHC
1203
Everett Harris & Co
California
$269K -$15.3K -50 -5%
KFP
1204
KB Financial Partners
New Jersey
$267K +$45.5K +149 +21%
HFRG
1205
Houlihan Financial Resource Group
Virginia
$267K +$267K +874 New
MGIA
1206
Matthew Goff Investment Advisor
Texas
$265K +$9.77K +32 +4%
PHS
1207
Pekin Hardy Strauss
Illinois
$262K +$13.1K +43 +5%
YC
1208
Yarbrough Capital
Tennessee
$261K – – –
CCA
1209
Childress Capital Advisors
Texas
$258K -$6.5K -21 -2%
RP
1210
Riverwater Partners
Wisconsin
$258K – – –
SFG
1211
StrategIQ Financial Group
Indiana
$258K – – –
WA
1212
Waverly Advisors
Alabama
$257K -$14.1K -46 -5%
SB
1213
Strategic Blueprint
Georgia
$257K -$7.32K -24 -3%
TIM
1214
Triad Investment Management
California
$256K – – –
RG
1215
Renaissance Group
Kentucky
$252K -$22M -72,018 -99%
CL
1216
CPWM LLC
Washington
$252K -$5.51K -18 -2%
PTC
1217
Philadelphia Trust Company
Pennsylvania
$252K – – –
FNWM
1218
Financial Network Wealth Management
Utah
$252K +$7.64K +25 +3%
MSS
1219
Mitchell Sinkler & Starr
Pennsylvania
$252K +$20.8K +68 +9%
GBT
1220
Grove Bank & Trust
Florida
$251K -$1.53K -5 -0.6%
CG
1221
Corundum Group
Colorado
$249K – – –
ACIM
1222
Azimuth Capital Investment Management
Michigan
$249K +$249K +815 New
ACA
1223
Anchor Capital Advisors
Massachusetts
$248K – – –
I
1224
IMPACTfolio
Colorado
$246K -$8.55K -28 -3%
LNB
1225
Ledyard National Bank
$246K – – –
47 48
49
50 51