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S&P Global
SPGI

Overview Fund Activity

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
1226
Baker Tilly Wealth Management
Wisconsin
$434K +$233K +568 +116%
FAIM
1227
Financial Advocates Investment Management
Washington
$432K -$171K -416 -28%
FAFN
1228
First Affirmative Financial Network
Colorado
$424K +$64K +156 +18%
AAS
1229
Ameritas Advisory Services
Nebraska
$422K +$5.75K +14 +1%
IFWM
1230
Institute for Wealth Management
Colorado
$422K +$33.6K +82 +9%
GCS
1231
Gordian Capital (Singapore)
Singapore
$415K +$46.1K +50 +13%
CCM
1232
Carlson Capital Management
Minnesota
$415K +$38.2K +93 +10%
PCP
1233
Proficio Capital Partners
Massachusetts
$412K +$26.3K +64 +7%
ACM
1234
Ayrshire Capital Management
Connecticut
$410K – – –
LCS
1235
Levin Capital Strategies
New York
$410K +$410K +1,000 New
BAM
1236
Barrett Asset Management
New York
$409K +$247K +603 +153%
KC
1237
Kenfarb & Co
Kentucky
$408K – – –
BCM
1238
Brookstone Capital Management
Illinois
$406K -$253K -624 -38%
ACM
1239
AlphaCrest Capital Management
New York
$404K -$792K -1,930 -66%
RZH
1240
Relyea Zuckerberg Hanson
Connecticut
$403K +$46.3K +117 +13%
FCB
1241
First Command Bank
Texas
$402K +$140K +340 +53%
FCFS
1242
First Command Financial Services
Texas
$402K +$140K +340 +53%
CWA
1243
Cornerstone Wealth Advisors
Minnesota
$400K – – –
HFM
1244
Harvest Fund Management
China
$399K -$153K -372 -28%
ACH
1245
ArrowMark Colorado Holdings
Colorado
$399K +$399K +973 New
EAM
1246
Empirical Asset Management
Massachusetts
$398K +$174K +425 +78%
VIM
1247
VELA Investment Management
Ohio
$397K – – –
FFA
1248
Founders Financial Alliance
North Carolina
$396K +$12.3K +30 +3%
WMA
1249
West Michigan Advisors
Michigan
$395K +$110K +267 +38%
CPIG
1250
Chicago Partners Investment Group
Illinois
$394K +$99.4K +301 +34%
48 49
50
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