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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
1376
CVA Family Office
Colorado
$110K -$79.9K -236 -42%
CTB
1377
Country Trust Bank
Illinois
$109K -$15.9K -47 -13%
PWM
1378
Prentice Wealth Management
New York
$108K +$108K +319 New
AWM
1379
Avior Wealth Management
Nebraska
$106K – – –
VVP
1380
Venture Visionary Partners
Ohio
$102K +$102K +303 New
HIIFS
1381
Harel Insurance Investments & Financial Services
Israel
$101K -$55.7K -165 -36%
VCM
1382
Versant Capital Management
Arizona
$101K – – –
FFA
1383
Fairfield Financial Advisors
Massachusetts
$99.4K – – –
EMFAT
1384
Emerald Mutual Fund Advisers Trust
Pennsylvania
$97K -$58.1K -172 -37%
NR
1385
Newfound Research
Massachusetts
$97K +$336 +1 +0.3%
KLWA
1386
Kelly Lawrence W & Associates
California
$95K – – –
WTA
1387
Washington Trust Advisors
Massachusetts
$95K +$13.5K +40 +17%
AP
1388
Arlington Partners
Alabama
$92K +$47.9K +142 +108%
HWA
1389
Heritage Wealth Advisors
Virginia
$89K +$89K +265 New
WB
1390
Webster Bank
Connecticut
$85K – – –
OA
1391
Operose Advisors
Wisconsin
$83K – – –
WPA
1392
West Paces Advisors
Georgia
$82.2K – – –
Jones Financial Companies
1393
Jones Financial Companies
Missouri
$82K -$3.03K -9 -4%
GWM
1394
Geneos Wealth Management
Colorado
$82K -$2.38K -7 -3%
BIA
1395
Bell Investment Advisors
California
$81K +$81K +239 New
GRP
1396
Global Retirement Partners
California
$79K +$18K +53 +29%
AA
1397
Ancora Advisors
Ohio
$79K +$23.9K +71 +43%
GCGDR
1398
Geo Capital Gestora de Recursos
Brazil
$78K -$4.71K -14 -6%
HWA
1399
HHM Wealth Advisors
Tennessee
$70K -$56.5K -167 -45%
CHA
1400
Carmichael Hill & Associates
Maryland
$70K – – –
54 55
56
57 58