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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 %
Pacer Advisors
1276
Pacer Advisors
Pennsylvania
$212K +$43.6K +143 +26%
EWM
1277
Endowment Wealth Management
Wisconsin
$211K +$12.8K +42 +6%
QC
1278
Quent Capital
New York
$211K +$31.2K +102 +17%
EFM
1279
E Fund Management
China
$210K -$1.22K -4 -0.6%
G
1280
Gainplan
Michigan
$210K – – –
MFA
1281
Mayflower Financial Advisors
Massachusetts
$210K +$210K +689 New
WA
1282
Wealth Architects
California
$209K +$10.7K +35 +5%
LP
1283
LGL Partners
Pennsylvania
$209K +$209K +684 New
BFA
1284
Brendel Financial Advisors
New Hampshire
$208K -$918 -3 -0.4%
OL
1285
Optas LLC
Texas
$208K +$23K +75 +12%
GAM
1286
Gould Asset Management
California
$206K +$21.4K +70 +12%
AF
1287
Allworth Financial
California
$206K +$68.4K +224 +50%
CC
1288
Courier Capital
New York
$206K +$206K +675 New
JFGIW
1289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$14.8K +46 +8%
SRC
1290
Shufro Rose & Co
New York
$204K – – –
AWA
1291
Arkadios Wealth Advisors
Georgia
$203K +$2.44K +8 +1%
PCIA
1292
Prime Capital Investment Advisors
Kansas
$203K +$203K +664 New
TPCW
1293
TD Private Client Wealth
New York
$201K -$105K -344 -34%
DBRC
1294
D.B. Root & Company
Pennsylvania
$201K -$1.22K -4 -0.6%
SWM
1295
Sculati Wealth Management
Michigan
$201K – – –
SIC
1296
Salem Investment Counselors
North Carolina
$187K -$14.6K -48 -7%
EWM
1297
Endurance Wealth Management
Rhode Island
$182K – – –
Acadian Asset Management
1298
Acadian Asset Management
Massachusetts
$173K – – –
EBA
1299
Eagle Bay Advisors
New York
$172K -$27.2K -89 -14%
CAL
1300
Capital Advisors Ltd
Ohio
$161K +$21.3K +70 +15%
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