SPGI icon

S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
MGIA
1201
Moneta Group Investment Advisors
Missouri
$315K -$18.4K -49 -6%
CCA
1202
Childress Capital Advisors
Texas
$314K +$34.8K +104 +12%
CCM
1203
Carlson Capital Management
Minnesota
$310K -$45.2K -135 -13%
SPP
1204
Single Point Partners
Massachusetts
$310K -$669 -2 -0.2%
IIM
1205
Ironwood Investment Management
Massachusetts
$308K +$308K +921 New
WI
1206
WrapManager Inc
California
$308K -$16.4K -49 -5%
JSC
1207
Jackson Square Capital
California
$307K -$234K -699 -43%
BC
1208
Burney Company
Virginia
$303K -$2.68K -8 -0.9%
H
1209
HoyleCohen
California
$302K
PFA
1210
Plotkin Financial Advisors
Maryland
$301K
AA
1211
Alta Advisers
United Kingdom
$301K
RPWA
1212
Regent Peak Wealth Advisors
Georgia
$301K -$9.71K -29 -3%
SAG
1213
SageView Advisory Group
California
$301K +$301K +897 New
PWMG
1214
Prestige Wealth Management Group
New Jersey
$300K -$12.4K -37 -4%
FA
1215
Fiducient Advisors
Illinois
$300K
DMBA
1216
Deseret Mutual Benefit Administrators
Utah
$299K -$215K -643 -42%
OWA
1217
One Wealth Advisors
California
$299K -$26.5K -79 -8%
SFO
1218
Stokes Family Office
Louisiana
$297K -$259K -773 -47%
PCP
1219
Proficio Capital Partners
Massachusetts
$297K -$65.1K -193 -18%
EHC
1220
Everett Harris & Co
California
$295K
HFRG
1221
Houlihan Financial Resource Group
Virginia
$293K
CC
1222
Callan Capital
California
$293K +$293K +874 New
MCCA
1223
Mill Creek Capital Advisors
Pennsylvania
$292K +$292K +872 New
MGIA
1224
Matthew Goff Investment Advisor
Texas
$291K
YC
1225
Yarbrough Capital
Tennessee
$286K