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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 %
BCP
1376
Blue Chip Partners
Michigan
$132K -$7.04K -21 -5%
Credit Agricole
1377
Credit Agricole
France
$126K -$3.63M -10,828 -97%
HWA
1378
Heritage Wealth Advisors
Virginia
$126K +$126K +375 New
GRP
1379
Global Retirement Partners
California
$121K +$52.6K +157 +77%
AIM
1380
Achmea Investment Management
Netherlands
$118K – – –
HF
1381
Halpern Financial
Virginia
$117K – – –
SSG
1382
Summit Securities Group
New York
$113K -$293K -870 -72%
BWAM
1383
Boyd Watterson Asset Management
Ohio
$109K +$109K +324 New
CTB
1384
Country Trust Bank
Illinois
$108K – – –
CP
1385
Castleview Partners
Texas
$107K +$6.03K +18 +6%
AWM
1386
Avior Wealth Management
Nebraska
$106K – – –
APP
1387
Alpha Paradigm Partners
Illinois
$106K +$106K +315 New
TIM
1388
Tortoise Investment Management
New York
$105K -$22.4K -67 -18%
GWS
1389
Glassman Wealth Services
Virginia
$99.8K -$42.2K -126 -30%
ETC
1390
Exchange Traded Concepts
Oklahoma
$99.1K +$35.8K +107 +57%
TF
1391
Tompkins Financial
New York
$99K +$5.03K +15 +5%
FFA
1392
Fairfield Financial Advisors
Massachusetts
$98.8K – – –
VCM
1393
Versant Capital Management
Arizona
$97.5K – – –
KLWA
1394
Kelly Lawrence W & Associates
California
$94.8K – – –
EMFAT
1395
Emerald Mutual Fund Advisers Trust
Pennsylvania
$89.4K -$8.04K -24 -8%
TWA
1396
TCI Wealth Advisors
Arizona
$89.1K -$35.2K -105 -28%
GCGDR
1397
Geo Capital Gestora de Recursos
Brazil
$89K +$2.01K +6 +2%
HIIFS
1398
Harel Insurance Investments & Financial Services
Israel
$88K -$12K -36 -12%
WB
1399
Webster Bank
Connecticut
$83K – – –
OA
1400
Operose Advisors
Wisconsin
$82.1K – – –
54 55
56
57 58