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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 %
TC
1301
Telemus Capital
Michigan
$226K -$22.9K -68 -9%
SRC
1302
Shufro Rose & Co
New York
$225K – – –
AF
1303
Alerus Financial
North Dakota
$224K -$1.27M -3,769 -85%
MA
1304
Mutual Advisors
Nebraska
$224K -$40.4K -120 -15%
AIA
1305
Alera Investment Advisors
Illinois
$224K -$1.01K -3 -0.4%
CMS
1306
Capital Market Strategies
Florida
$223K -$16.5K -49 -7%
DBRC
1307
D.B. Root & Company
Pennsylvania
$223K -$5.38K -16 -2%
SIC
1308
Salem Investment Counselors
North Carolina
$223K +$35.4K +105 +19%
LNC
1309
Lincoln National Corp
Pennsylvania
$222K -$496K -1,476 -69%
SWM
1310
Sculati Wealth Management
Michigan
$222K – – –
AWA
1311
Arkadios Wealth Advisors
Georgia
$222K +$222K +658 New
NP
1312
NorthRock Partners
Minnesota
$221K -$158K -468 -42%
VC
1313
Veracity Capital
Georgia
$220K -$32K -95 -13%
PPW
1314
Pasadena Private Wealth
California
$220K -$1.01K -3 -0.5%
PWMAG
1315
Pinnacle Wealth Management Advisory Group
New Jersey
$220K +$220K +654 New
EBA
1316
Eagle Bay Advisors
New York
$219K +$127K +376 +137%
WA
1317
Wealth Architects
California
$219K -$18.6K -55 -8%
IIA
1318
ICW Investment Advisors
Arizona
$219K +$674 +2 +0.3%
EWM
1319
Endowment Wealth Management
Wisconsin
$219K +$8.42K +25 +4%
JIP
1320
Jaffetilchin Investment Partners
Florida
$217K +$336 +1 +0.2%
PFM
1321
Parsec Financial Management
North Carolina
$216K – – –
NAMP
1322
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$213K – – –
CFO
1323
Collective Family Office
Pennsylvania
$213K +$1.69K +5 +0.8%
ACM
1324
Allred Capital Management
Texas
$212K – – –
CIP
1325
Convergence Investment Partners
Florida
$211K -$10.1K -30 -5%
51 52
53
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