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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 %
MIC
1226
Meridian Investment Counsel
California
$246K – – –
NW
1227
Naviter Wealth
Arkansas
$245K +$14.7K +48 +6%
CWM
1228
Curi Wealth Management
North Carolina
$244K -$155K -506 -39%
AC
1229
Avestar Capital
New York
$244K -$60.8K -199 -20%
TC
1230
Trust Company
Kansas
$244K – – –
KP
1231
Keel Point
Alabama
$243K +$7.63K +25 +3%
CPO
1232
Cerity Partners OCIO
New York
$243K +$12.5K +41 +5%
AC
1233
Abbrea Capital
California
$241K – – –
AC
1234
ASB Consultores
Florida
$241K +$23.8K +78 +11%
SWP
1235
Strategic Wealth Partners
Ohio
$239K -$441K -1,445 -65%
PWMAG
1236
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$38.4K +126 +19%
CWM
1237
Calamos Wealth Management
Illinois
$237K -$253K -829 -52%
FCB
1238
First Command Bank
Texas
$237K -$62K -203 -21%
FCFS
1239
First Command Financial Services
Texas
$237K -$62K -203 -21%
FCM
1240
Fourpath Capital Management
Oklahoma
$236K -$27.5K -90 -10%
SAM
1241
Strategy Asset Managers
California
$236K +$236K +773 New
LNC
1242
Lincoln National Corp
Pennsylvania
$235K +$33.6K +110 +17%
IIC
1243
Integrated Investment Consultants
Michigan
$234K -$7.62K -25 -3%
TAM
1244
Taurus Asset Management
New York
$234K – – –
TC
1245
Telemus Capital
Michigan
$234K +$29K +95 +14%
MAM
1246
Martingale Asset Management
Massachusetts
$231K -$482K -1,573 -68%
PT
1247
Plimoth Trust
Massachusetts
$231K -$6.12K -20 -3%
CSB
1248
City State Bank
Iowa
$231K – – –
MA
1249
MJP Associates
Connecticut
$231K +$4.88K +16 +2%
VCM
1250
Violich Capital Management
California
$229K – – –
48 49
50
51 52