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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 %
V
1326
VeraBank
Texas
$211K +$1.69K +5 +0.8%
HKIMG
1327
Hutchens & Kramer Investment Management Group
Indiana
$211K +$21.6K +63 +11%
SOW
1328
State of Wyoming
Wyoming
$211K +$108K +319 +104%
SVWAG
1329
Sound View Wealth Advisors Group
Georgia
$210K +$2.03K +6 +1%
KMWM
1330
Keudell/Morrison Wealth Management
Oregon
$209K -$5.72K -17 -3%
BFA
1331
Bragg Financial Advisors
North Carolina
$209K +$2.36K +7 +1%
CIM
1332
Chapman Investment Management
California
$207K -$67.4K -200 -25%
4WM
1333
44 Wealth Management
Oregon
$206K -$3.04K -9 -1%
GKWIM
1334
Gerber Kawasaki Wealth & Investment Management
California
$205K – – –
LAM
1335
L2 Asset Management
Massachusetts
$205K +$337 +1 +0.2%
OL
1336
Optas LLC
Texas
$205K +$8.49K +25 +4%
CI
1337
CX Institutional
Indiana
$204K -$488K -1,450 -71%
BPFA
1338
Barnes Pettey Financial Advisors
Mississippi
$203K -$3.7K -11 -2%
GAM
1339
Gould Asset Management
California
$203K – – –
TCWM
1340
Total Clarity Wealth Management
Illinois
$203K +$13.5K +40 +7%
PSP
1341
Principal Street Partners
Tennessee
$203K +$203K +602 New
TI
1342
Trexquant Investment
Connecticut
$203K +$203K +603 New
CCM
1343
Compton Capital Management
Rhode Island
$202K -$108K -320 -35%
IWA
1344
IVC Wealth Advisors
Pennsylvania
$202K +$16.2K +48 +9%
GCM
1345
Graham Capital Management
Connecticut
$201K -$682K -2,027 -77%
EWM
1346
Endurance Wealth Management
Rhode Island
$201K – – –
CMP
1347
Courage Miller Partners
Virginia
$201K – – –
OAM
1348
Oak Asset Management
California
$201K +$201K +595 New
MFG
1349
Menard Financial Group
Texas
$200K -$651K -1,934 -77%
JFGIW
1350
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K +$16.5K +49 +9%
52 53
54
55 56