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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 %
OL
1351
Optas LLC
Texas
$200K -$27.1K -81 -12%
EWM
1352
Endurance Wealth Management
Rhode Island
$200K – – –
CAL
1353
Capital Advisors Ltd
Ohio
$199K +$49.1K +173 +33%
TPCW
1354
TD Private Client Wealth
New York
$199K -$21.8K -65 -10%
Q
1355
QVR
California
$197K -$717K -2,141 -78%
MCC
1356
Money Concepts Capital
Florida
$194K +$49.6K +148 +34%
CFO
1357
CVA Family Office
Colorado
$190K +$84.4K +252 +80%
Acadian Asset Management
1358
Acadian Asset Management
Massachusetts
$189K – – –
FP
1359
Financial Perspectives
Minnesota
$174K – – –
HI
1360
Hendershot Investments
Virginia
$170K +$3.35K +10 +2%
FFA
1361
Farther Finance Advisors
California
$170K +$170K +507 New
UCB
1362
United Community Bank
South Carolina
$168K – – –
ANBT
1363
American National Bank & Trust
Texas
$166K +$49.5K +148 +43%
LTI
1364
Laffer Tengler Investments
Tennessee
$155K – – –
LS
1365
Livforsakringsbolaget Skandia
Sweden
$153K +$15.1K +45 +11%
AF
1366
Allworth Financial
California
$148K -$77.7K -232 -34%
GPI
1367
General Partner Inc
Pennsylvania
$148K +$148K +441 New
HB
1368
Horizon Bancorp
Indiana
$146K +$146K +435 New
PB
1369
Pinnacle Bancorp
Nebraska
$145K – – –
CA
1370
Crewe Advisors
Utah
$142K -$91.8K -274 -39%
KFS
1371
Kelly Financial Services
Massachusetts
$139K +$28.8K +86 +26%
KFI
1372
Key Financial Inc
Pennsylvania
$139K – – –
C
1373
Covestor
United Kingdom
$136K -$5.72K -17 -4%
CCM
1374
CAAS Capital Management
New York
$135K +$135K +403 New
EWA
1375
EverSource Wealth Advisors
Alabama
$132K -$35.9K -107 -21%
53 54
55
56 57