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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 %
FWM
1351
Focused Wealth Management
New York
$62K – – –
PGAM
1352
Princeton Global Asset Management
New Jersey
$61K – – –
ETC
1353
Exchange Traded Concepts
Oklahoma
$58K -$229K -746 -80%
AWM
1354
Atticus Wealth Management
Florida
$57K – – –
WFA
1355
West Financial Advisors
Iowa
$56K – – –
CAC
1356
Core Alternative Capital
Georgia
$55K +$307 +1 +0.6%
MHR
1357
Matthew Hamilton Rosenberg
$54K +$11.6K +38 +27%
M
1358
MOTCO
Texas
$52K -$2.45K -8 -4%
CYG
1359
Clean Yield Group
Vermont
$49K – – –
GIS
1360
Grayhawk Investment Strategies
Alberta, Canada
$48K – – –
GFPC
1361
Global Financial Private Client
Florida
$46.1K -$13.9K -44 -23%
NEAM
1362
New England Asset Management
Connecticut
$46K – – –
EWM
1363
Evermay Wealth Management
Virginia
$46K – – –
TFS
1364
TrustCore Financial Services
Tennessee
$46K – – –
LJHT
1365
Laurie J. Hall Trustee
$44K – – –
EARNEST Partners
1366
EARNEST Partners
Georgia
$43K – – –
TAIM
1367
TD Ameritrade Investment Management
Nebraska
$42K -$15.4K -51 -27%
MCM
1368
MV Capital Management
Maryland
$41K +$11.8K +39 +41%
AP
1369
Arlington Partners
Alabama
$40K -$43.4K -142 -52%
IFAM
1370
Institutional & Family Asset Management
Colorado
$38K – – –
GWSG
1371
GPS Wealth Strategies Group
Colorado
$38K – – –
ZIG
1372
Zullo Investment Group
Pennsylvania
$38K +$4.52K +15 +14%
GWM
1373
Geneos Wealth Management
Colorado
$36K -$37.5K -123 -51%
JWA
1374
JFS Wealth Advisors
Pennsylvania
$36K -$4.88K -16 -12%
TWM
1375
Tradition Wealth Management
Minnesota
$36K +$23.2K +76 +181%
53 54
55
56 57