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S&P Global
SPGI

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$481M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$390M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$233M
5
Millennium Management
Millennium Management
New York
+$213M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$890M
2
BlackRock
BlackRock
New York
-$871M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$778M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$602M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1226
Waverly Advisors
Alabama
$285K +$3.01K +9 +1%
KP
1227
Keel Point
Alabama
$285K +$18.1K +54 +7%
SIA
1228
SkyView Investment Advisors
New Jersey
$284K -$18.1K -54 -6%
RP
1229
Riverwater Partners
Wisconsin
$283K – – –
SFG
1230
StrategIQ Financial Group
Indiana
$283K – – –
OCBCO
1231
Oversea-Chinese Banking Corp (OCBC)
Singapore
$282K +$282K +842 New
SB
1232
Strategic Blueprint
Georgia
$281K -$1.34K -4 -0.5%
TIM
1233
Triad Investment Management
California
$281K – – –
DS
1234
DRW Securities
Illinois
$278K +$278K +830 New
BONH
1235
Bank of New Hampshire
New Hampshire
$277K -$176K -525 -39%
PTC
1236
Philadelphia Trust Company
Pennsylvania
$277K – – –
VF
1237
Virtu Financial
New York
$276K -$3.41M -10,177 -93%
PPC
1238
Park Place Capital
Alabama
$276K +$276K +823 New
MSS
1239
Mitchell Sinkler & Starr
Pennsylvania
$274K -$2.68K -8 -1%
CWM
1240
Calamos Wealth Management
Illinois
$274K +$13.4K +40 +5%
KFP
1241
KB Financial Partners
New Jersey
$273K -$20.1K -60 -7%
CG
1242
Corundum Group
Colorado
$273K -$335 -1 -0.1%
ACIM
1243
Azimuth Capital Investment Management
Michigan
$273K – – –
HT
1244
Headlands Technologies
Illinois
$272K +$272K +812 New
ACA
1245
Anchor Capital Advisors
Massachusetts
$272K – – –
LNC
1246
Lincoln National Corp
Pennsylvania
$270K +$12.1K +36 +5%
MIC
1247
Meridian Investment Counsel
California
$270K – – –
CPO
1248
Cerity Partners OCIO
New York
$270K +$3.68K +11 +1%
TC
1249
Trust Company
Kansas
$268K – – –
FNWM
1250
Financial Network Wealth Management
Utah
$268K -$8.37K -25 -3%
48 49
50
51 52