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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 %
FP
1301
Financial Perspectives
Minnesota
$158K – – –
FF
1302
FourThought Financial
Florida
$155K -$85.3K -279 -35%
UCB
1303
United Community Bank
South Carolina
$153K – – –
HI
1304
Hendershot Investments
Virginia
$152K – – –
EWA
1305
EverSource Wealth Advisors
Alabama
$152K +$17.3K +57 +13%
WB
1306
West Bancorporation
Iowa
$150K -$74.4K -243 -33%
PP
1307
Paloma Partners
Connecticut
$148K -$3.03M -9,954 -95%
LTI
1308
Laffer Tengler Investments
Tennessee
$141K – – –
KFI
1309
Key Financial Inc
Pennsylvania
$139K – – –
PB
1310
Pinnacle Bancorp
Nebraska
$133K +$12.3K +40 +10%
MCC
1311
Money Concepts Capital
Florida
$131K -$5.18K -17 -4%
C
1312
Covestor
United Kingdom
$129K -$31.9K -104 -20%
GWS
1313
Glassman Wealth Services
Virginia
$129K +$7.61K +25 +6%
BCP
1314
Blue Chip Partners
Michigan
$127K +$1.84K +6 +1%
LS
1315
Livforsakringsbolaget Skandia
Sweden
$126K -$581K -1,900 -82%
AIM
1316
Achmea Investment Management
Netherlands
$116K -$4.8M -15,590 -98%
TIM
1317
Tortoise Investment Management
New York
$116K +$1.52K +5 +1%
TWA
1318
TCI Wealth Advisors
Arizona
$113K +$1.83K +6 +2%
ECG
1319
Edge Capital Group
Georgia
$113K +$4.57K +15 +4%
HF
1320
Halpern Financial
Virginia
$107K -$3.66K -12 -3%
ANBT
1321
American National Bank & Trust
Texas
$106K +$67K +220 +172%
HFM
1322
Harvest Fund Management
China
$105K -$74.5K -244 -41%
RTC
1323
Riverview Trust Company
Washington
$103K +$52.3K +171 +103%
KFS
1324
Kelly Financial Services
Massachusetts
$101K -$8.24K -27 -8%
CTB
1325
Country Trust Bank
Illinois
$99K – – –
51 52
53
54 55