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S&P Global
SPGI

Overview Fund Activity

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
1351
DCM Advisors
New York
$287K -$509K -1,241 -64%
ETI
1352
Enterprise Trust & Investment
California
$287K – – –
MRCM
1353
M&R Capital Management
New Jersey
$287K +$205K +500 +250%
TFM
1354
TFC Financial Management
Massachusetts
$284K +$283K +689 +22,967%
MC
1355
Montag & Caldwell
Georgia
$283K -$78.5K -191 -22%
AIA
1356
Avalon Investment & Advisory
Texas
$283K +$4.51K +11 +2%
EFM
1357
E Fund Management
China
$283K +$66.3K +162 +31%
LWMM
1358
Legacy Wealth Management (Mississippi)
Mississippi
$283K +$15.2K +37 +6%
MGIA
1359
Moneta Group Investment Advisors
Missouri
$281K +$20.1K +49 +8%
PP
1360
PDS Planning
Ohio
$280K +$103K +252 +59%
DBRC
1361
D.B. Root & Company
Pennsylvania
$278K +$4.5K +11 +2%
FG
1362
Fiduciary Group
Georgia
$275K +$4.89K +15 +2%
SRC
1363
Shufro Rose & Co
New York
$274K – – –
AIA
1364
Alera Investment Advisors
Illinois
$274K +$274K +668 New
MW
1365
Marcum Wealth
Ohio
$274K +$274K +668 New
OTPPB
1366
Ontario Teachers' Pension Plan Board
Ontario, Canada
$273K -$398K -969 -59%
SWM
1367
Sculati Wealth Management
Michigan
$270K +$270K +658 New
CWP
1368
CFM Wealth Partners
Texas
$270K +$270K +659 New
CIP
1369
Convergence Investment Partners
Florida
$269K -$137K -333 -34%
PBO
1370
Peoples Bank (Ohio)
Ohio
$269K -$8.21K -20 -3%
PPW
1371
Pasadena Private Wealth
California
$269K +$1.23K +3 +0.5%
FLPIM
1372
F.L. Putnam Investment Management
Massachusetts
$268K +$29.5K +72 +12%
IIA
1373
ICW Investment Advisors
Arizona
$266K +$9.03K +22 +4%
Kovitz Investment Group Partners
1374
Kovitz Investment Group Partners
Illinois
$265K +$265K +647 New
PFM
1375
Parsec Financial Management
North Carolina
$263K – – –
53 54
55
56 57