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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
1276
V Wealth Advisors
Kansas
$245K -$57.2K -170 -19%
KFP
1277
KB Financial Partners
New Jersey
$245K +$5.4K +16 +2%
SSG
1278
Summit Securities Group
New York
$245K +$196K +581 +401%
CFM
1279
Capricorn Fund Managers
United Kingdom
$245K +$245K +727 New
CBFP
1280
Cedar Brook Financial Partners
Ohio
$244K -$3.37K -10 -1%
ETI
1281
Enterprise Trust & Investment
California
$243K +$7.08K +21 +3%
FFG
1282
Fortem Financial Group
California
$240K -$2.74M -8,134 -92%
AC
1283
ASB Consultores
Florida
$240K -$313K -927 -57%
Kovitz Investment Group Partners
1284
Kovitz Investment Group Partners
Illinois
$240K +$22.2K +66 +10%
NFC
1285
Northeast Financial Consultants
Connecticut
$236K -$4.39K -13 -2%
DY
1286
Dowling & Yahnke
California
$235K -$21.3K -63 -8%
MRCM
1287
M&R Capital Management
New Jersey
$235K – – –
Bank of Montreal
1288
Bank of Montreal
Ontario, Canada
$235K -$30.1K -88,180 -11%
TFM
1289
TFC Financial Management
Massachusetts
$233K – – –
EFM
1290
E Fund Management
China
$233K – – –
LWMM
1291
Legacy Wealth Management (Mississippi)
Mississippi
$232K – – –
G
1292
Gainplan
Michigan
$232K -$33.7K -100 -13%
CB
1293
Community Bank
New York
$231K -$6.74K -20 -3%
LFA
1294
Legacy Financial Advisors
Kentucky
$231K +$18.9K +56 +9%
PHK
1295
Point72 Hong Kong
Hong Kong
$230K -$11.5M -34,251 -98%
BFA
1296
Brendel Financial Advisors
New Hampshire
$230K -$1.64M -4,879 -88%
CWM
1297
Connecticut Wealth Management
Connecticut
$229K -$33K -98 -13%
RB
1298
Renasant Bank
Mississippi
$227K -$10.1K -30 -4%
AIA
1299
Avalon Investment & Advisory
Texas
$227K -$5.73K -17 -2%
TA
1300
Townsend & Associates
Colorado
$227K +$227K +646 New
50 51
52
53 54