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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 %
JJBC
1276
James J. Burns & Company
New York
$250K +$250K +745 New
FPA
1277
First Pacific Advisors
California
$249K – – –
BW
1278
Bison Wealth
Georgia
$249K +$249K +680 New
CWS
1279
Confluence Wealth Services
Pennsylvania
$248K +$248K +742 New
NB
1280
Northwest Bancshares
Pennsylvania
$247K – – –
SAM
1281
Strategy Asset Managers
California
$247K -$11.7K -35 -5%
EWM
1282
Endowment Wealth Management
Wisconsin
$246K +$14.7K +44 +6%
IFS
1283
Ifrah Financial Services
Arkansas
$246K -$1.34K -4 -0.5%
SVWAG
1284
Sound View Wealth Advisors Group
Georgia
$245K +$245K +556 New
ACH
1285
ArrowMark Colorado Holdings
Colorado
$245K – – –
OPCM
1286
Osborne Partners Capital Management
California
$243K -$4.02K -12 -2%
PFG
1287
Prosperity Financial Group
California
$242K +$242K +723 New
TC
1288
Telemus Capital
Michigan
$241K -$25.7K -74 -10%
WG
1289
Winton Group
United Kingdom
$239K -$129K -385 -35%
FI
1290
Financial Insights
Washington
$238K +$238K +712 New
BPFA
1291
Barnes Pettey Financial Advisors
Mississippi
$238K +$238K +710 New
IIA
1292
ICW Investment Advisors
Arizona
$238K +$238K +709 New
PWMG
1293
Provence Wealth Management Group
California
$237K +$237K +707 New
WAP
1294
Wealthcare Advisory Partners
Pennsylvania
$237K +$237K +707 New
G
1295
Gainplan
Michigan
$235K +$4.02K +12 +2%
CFG
1296
Carr Financial Group
Massachusetts
$235K +$235K +701 New
EFG
1297
Everhart Financial Group
Ohio
$234K -$127K -378 -35%
MAM
1298
Martingale Asset Management
Massachusetts
$234K -$18.1K -54 -7%
MRCM
1299
M&R Capital Management
New Jersey
$234K – – –
ACM
1300
Avalon Capital Management
California
$234K – – –
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