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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 %
VI
1251
Versor Investments
New York
$268K +$268K +800 New
CWM
1252
Curi Wealth Management
North Carolina
$268K – – –
CW
1253
CreativeOne Wealth
Kansas
$267K -$651K -1,946 -71%
PHS
1254
Pekin Hardy Strauss
Illinois
$267K -$20.1K -60 -7%
Kovitz Investment Group Partners
1255
Kovitz Investment Group Partners
Illinois
$266K +$266K +793 New
GA
1256
Goldstein Advisors
Wisconsin
$265K +$265K +790 New
IIC
1257
Integrated Investment Consultants
Michigan
$265K +$7.7K +23 +3%
AC
1258
Abbrea Capital
California
$265K – – –
WEG
1259
World Equity Group
Illinois
$264K +$13.7K +41 +5%
LNB
1260
Ledyard National Bank
$262K -$8.37K -25 -3%
I
1261
IMPACTfolio
Colorado
$261K -$8.7K -26 -3%
FCB
1262
First Command Bank
Texas
$260K – – –
FCFS
1263
First Command Financial Services
Texas
$260K – – –
FCM
1264
Fourpath Capital Management
Oklahoma
$259K -$335 -1 -0.1%
Pacer Advisors
1265
Pacer Advisors
Pennsylvania
$258K +$24.8K +74 +11%
TAM
1266
Taurus Asset Management
New York
$257K – – –
RG
1267
Renaissance Group
Kentucky
$255K -$21.4K -64 -8%
LAM
1268
L2 Asset Management
Massachusetts
$255K +$22.1K +66 +10%
MA
1269
MJP Associates
Connecticut
$253K -$670 -2 -0.3%
CSB
1270
City State Bank
Iowa
$253K – – –
SG
1271
Somerset Group
Minnesota
$251K – – –
VCM
1272
Violich Capital Management
California
$251K – – –
Dimensional Fund Advisors
1273
Dimensional Fund Advisors
Texas
$251K -$2.52K -7,527 -1%
JFGIW
1274
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K +$36.8K +110 +17%
PT
1275
Plimoth Trust
Massachusetts
$250K -$3.36K -10 -1%
49 50
51
52 53