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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 %
EFM
1326
E Fund Management
China
$216K -$14.1K -42 -6%
TFM
1327
TFC Financial Management
Massachusetts
$215K -$87.8K -262 -29%
WA
1328
Wealth Architects
California
$215K -$14.1K -42 -6%
EWM
1329
EPG Wealth Management
Georgia
$215K +$215K +641 New
C
1330
Certuity
Florida
$214K +$214K +640 New
GBT
1331
Grove Bank & Trust
Florida
$213K -$61.9K -185 -23%
JIP
1332
Jaffetilchin Investment Partners
Florida
$212K +$212K +634 New
ACM
1333
Allred Capital Management
Texas
$212K +$212K +633 New
NAMP
1334
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$212K +$212K +633 New
MCM
1335
Manchester Capital Management
Vermont
$212K +$207K +619 +4,762%
RFA
1336
Resurgent Financial Advisors
Georgia
$211K +$211K +629 New
V
1337
VeraBank
Texas
$210K +$210K +626 New
ECG
1338
Edge Capital Group
Georgia
$209K +$84.4K +252 +68%
DBRC
1339
D.B. Root & Company
Pennsylvania
$208K -$12.4K -37 -6%
GKWIM
1340
Gerber Kawasaki Wealth & Investment Management
California
$206K +$206K +616 New
GL
1341
Graypoint LLC
New York
$206K -$145K -432 -41%
SIC
1342
Salem Investment Counselors
North Carolina
$206K – – –
CIM
1343
Chapman Investment Management
California
$206K +$206K +614 New
ML
1344
McAdam LLC
Pennsylvania
$205K +$205K +434 New
TCWM
1345
Total Clarity Wealth Management
Illinois
$205K +$205K +612 New
CMS
1346
Capital Market Strategies
Florida
$205K +$205K +612 New
SWS
1347
SYSTM Wealth Solutions
Illinois
$205K +$205K +611 New
PFM
1348
Parsec Financial Management
North Carolina
$204K +$204K +610 New
CIP
1349
Convergence Investment Partners
Florida
$203K +$203K +607 New
CCM
1350
Compton Capital Management
Rhode Island
$201K +$201K +600 New
52 53
54
55 56