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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 %
SG
1251
Somerset Group
Minnesota
$229K – – –
WEG
1252
World Equity Group
Illinois
$228K -$2.75K -9 -1%
FPA
1253
First Pacific Advisors
California
$227K – – –
LFA
1254
Legacy Financial Advisors
Kentucky
$227K +$17.7K +58 +8%
Bank of Montreal
1255
Bank of Montreal
Ontario, Canada
$226K +$11.4K +36,629 +5%
OPCM
1256
Osborne Partners Capital Management
California
$225K -$19.2K -63 -8%
VC
1257
Vicus Capital
Pennsylvania
$225K -$6.4K -21 -3%
IFS
1258
Ifrah Financial Services
Arkansas
$225K -$2.13K -7 -0.9%
NB
1259
Northwest Bancshares
Pennsylvania
$225K – – –
ACH
1260
ArrowMark Colorado Holdings
Colorado
$223K – – –
CBFP
1261
Cedar Brook Financial Partners
Ohio
$223K +$1.22K +4 +0.6%
DY
1262
Dowling & Yahnke
California
$221K +$8.25K +27 +4%
TA
1263
Townsend & Associates
Colorado
$220K +$13.4K +42 +7%
EH
1264
Equitable Holdings
New York
$220K +$220K +719 New
FAIM
1265
Financial Advocates Investment Management
Washington
$218K -$220K -746 -50%
IGGA
1266
Iron Gate Global Advisors
Utah
$217K -$28.3K -92 -12%
PP
1267
PDS Planning
Ohio
$216K -$59K -193 -21%
ACM
1268
Avalon Capital Management
California
$214K -$30.6K -100 -13%
LWMM
1269
Legacy Wealth Management (Mississippi)
Mississippi
$213K +$3.05K +10 +1%
MRCM
1270
M&R Capital Management
New Jersey
$213K – – –
PSP
1271
Principal Street Partners
Tennessee
$213K +$29.3K +96 +16%
CA
1272
Crewe Advisors
Utah
$213K +$53.1K +174 +33%
KCM
1273
Kathmere Capital Management
Pennsylvania
$213K +$213K +698 New
AIA
1274
Alera Investment Advisors
Illinois
$212K +$9.15K +30 +5%
LAM
1275
L2 Asset Management
Massachusetts
$212K +$26.3K +86 +14%
49 50
51
52 53