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S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
1376
Keudell/Morrison Wealth Management
Oregon
$262K +$262K +638 New
NAMP
1377
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$260K
LFA
1378
Legacy Financial Advisors
Kentucky
$258K +$21.3K +52 +9%
ACM
1379
Allred Capital Management
Texas
$258K +$258K +631 New
WEG
1380
World Equity Group
Illinois
$257K +$257K +627 New
CFO
1381
Collective Family Office
Pennsylvania
$257K -$4.93K -12 -2%
NW
1382
NewEdge Wealth
Pennsylvania
$256K -$149K -362 -37%
EWM
1383
Endowment Wealth Management
Wisconsin
$256K +$30.3K +74 +13%
V
1384
VeraBank
Texas
$255K
4WM
1385
44 Wealth Management
Oregon
$254K -$821 -2 -0.3%
SVWAG
1386
Sound View Wealth Advisors Group
Georgia
$253K +$6.57K +16 +3%
BPFA
1387
Barnes Pettey Financial Advisors
Mississippi
$252K +$252K +614 New
BFA
1388
Bragg Financial Advisors
North Carolina
$251K +$2.05K +5 +0.8%
GKWIM
1389
Gerber Kawasaki Wealth & Investment Management
California
$250K
LOAMU
1390
Lombard Odier Asset Management (USA)
New York
$249K +$249K +606 New
OPOWM
1391
One Plus One Wealth Management
Florida
$249K +$249K +606 New
LAM
1392
L2 Asset Management
Massachusetts
$249K +$249K +607 New
GAM
1393
Gould Asset Management
California
$247K +$2.05K +5 +0.8%
A
1394
Astrantus
Cyprus
$246K +$246K +600 New
HCMG
1395
Howard Capital Management Group
California
$245K
EWM
1396
Endurance Wealth Management
Rhode Island
$245K +$217K +529 +778%
MCC
1397
Money Concepts Capital
Florida
$245K +$245K +597 New
CMP
1398
Courage Miller Partners
Virginia
$244K
AI
1399
Alphabet Inc
California
$243K
TCOT
1400
Trust Company of Toledo
Ohio
$242K -$4.51K -11 -2%