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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 %
LWMM
1301
Legacy Wealth Management (Mississippi)
Mississippi
$234K – – –
MAM
1302
Morse Asset Management
Connecticut
$234K +$234K +698 New
MFA
1303
Mayflower Financial Advisors
Massachusetts
$234K +$3.01K +9 +1%
CBFP
1304
Cedar Brook Financial Partners
Ohio
$233K -$11.1K -33 -5%
IGGA
1305
Iron Gate Global Advisors
Utah
$230K -$6.36K -19 -3%
PP
1306
PDS Planning
Ohio
$229K -$8.04K -24 -3%
VC
1307
Vicus Capital
Pennsylvania
$228K -$18.8K -56 -8%
QC
1308
Quent Capital
New York
$228K -$3.01K -9 -1%
SRC
1309
Shufro Rose & Co
New York
$227K +$3.68K +11 +2%
CFO
1310
Callan Family Office
Pennsylvania
$226K +$226K +674 New
VC
1311
Veracity Capital
Georgia
$225K +$225K +672 New
WWM
1312
Western Wealth Management
Colorado
$225K -$439K -1,308 -66%
AIA
1313
Alera Investment Advisors
Illinois
$224K -$8.37K -25 -4%
AWA
1314
Arkadios Wealth Advisors
Georgia
$224K +$1.01K +3 +0.5%
BFO
1315
Biltmore Family Office
North Carolina
$224K +$224K +669 New
Koshinski Asset Management
1316
Koshinski Asset Management
Illinois
$224K +$224K +669 New
EBA
1317
Eagle Bay Advisors
New York
$222K +$34.2K +102 +18%
SWP
1318
Strategic Wealth Partners
Ohio
$222K -$39.9K -119 -15%
IAN
1319
Integrated Advisors Network
Texas
$221K -$325K -972 -60%
SWM
1320
Sculati Wealth Management
Michigan
$220K – – –
DWM
1321
Drive Wealth Management
Utah
$220K +$220K +656 New
CWM
1322
Compass Wealth Management
Connecticut
$219K +$219K +653 New
CWM
1323
Connecticut Wealth Management
Connecticut
$219K +$219K +653 New
PPW
1324
Pasadena Private Wealth
California
$219K +$219K +653 New
AC
1325
ASB Consultores
Florida
$216K -$48.2K -144 -18%
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