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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 %
BWM
1251
Bulltick Wealth Management
Florida
$388K +$388K +947 New
RPWA
1252
Regent Peak Wealth Advisors
Georgia
$388K +$107K +260 +38%
KCM
1253
Kathmere Capital Management
Pennsylvania
$388K +$388K +946 New
VCA
1254
Verdence Capital Advisors
Maryland
$387K +$2.05K +5 +0.5%
SIG
1255
Stonegate Investment Group
Alabama
$384K +$127K +310 +49%
MAM
1256
Magellan Asset Management
Australia
$383K +$133K +325 +53%
OWP
1257
Obermeyer Wealth Partners
Colorado
$383K +$383K +934 New
LW
1258
Linscomb Wealth
Texas
$382K +$382K +931 New
EHC
1259
Everett Harris & Co
California
$381K – – –
WI
1260
WrapManager Inc
California
$381K +$167K +407 +78%
PTC
1261
Philadelphia Trust Company
Pennsylvania
$380K -$41K -100 -10%
RIM
1262
Regent Investment Management
Kentucky
$379K – – –
CCM
1263
Compton Capital Management
Rhode Island
$377K – – –
OHWP
1264
Oak Harbor Wealth Partners
North Carolina
$377K +$377K +918 New
AC
1265
Annandale Capital
Texas
$374K +$4.51K +11 +1%
TIA
1266
Traphagen Investment Advisors
New Jersey
$373K +$86.1K +210 +30%
JLBC
1267
J.L. Bainbridge & Co
Florida
$372K +$14.7K +36 +4%
MCWA
1268
Meadow Creek Wealth Advisors
Georgia
$372K +$372K +906 New
H
1269
HoyleCohen
California
$370K +$40.2K +98 +12%
PFA
1270
Plotkin Financial Advisors
Maryland
$369K – – –
VWA
1271
V Wealth Advisors
Kansas
$369K -$230K -560 -38%
BOTW
1272
Bank of the West
California
$369K -$41K -100 -10%
BFA
1273
Buttonwood Financial Advisors
Maryland
$369K +$141K +345 +62%
FA
1274
Fiducient Advisors
Illinois
$367K – – –
F
1275
F3Logic
Minnesota
$364K +$8.21K +20 +2%
49 50
51
52 53