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S&P Global
SPGI

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
1401
Gitterman Wealth Management
New Jersey
$242K +$242K +589 New
OMC
1402
Old Mission Capital
Illinois
$242K +$242K +591 New
BCM
1403
Buckhead Capital Management
Georgia
$240K -$43.1K -105 -15%
PWS
1404
Peterson Wealth Services
Utah
$240K +$240K +586 New
AWP
1405
Ascent Wealth Partners
New York
$239K -$10.7K -26 -4%
OL
1406
Optas LLC
Texas
$237K +$237K +579 New
AFWM
1407
AMJ Financial Wealth Management
Virginia
$236K – – –
ACA
1408
Affinity Capital Advisors
California
$235K -$27.9K -68 -11%
IWN
1409
Independent Wealth Network
Iowa
$235K +$6.57K +16 +3%
W
1410
Wealthquest
Ohio
$234K – – –
KCPG
1411
Kavar Capital Partners Group
Kansas
$234K – – –
Acadian Asset Management
1412
Acadian Asset Management
Massachusetts
$232K -$71.6K -175 -24%
TCWM
1413
Total Clarity Wealth Management
Illinois
$231K +$231K +563 New
BFO
1414
Biltmore Family Office
North Carolina
$231K +$231K +563 New
HHGA
1415
Halbert Hargrove Global Advisors
California
$230K +$40.6K +99 +21%
CFO
1416
CVA Family Office
Colorado
$230K +$102K +250 +80%
JDR
1417
Jay D. Rosenbaum
$228K – – –
SLA
1418
Silver Lake Advisory
Utah
$228K +$409 +1 +0.2%
SIC
1419
Salem Investment Counselors
North Carolina
$228K +$23.3K +57 +11%
SPP
1420
Single Point Partners
Massachusetts
$227K – – –
BFG
1421
Bouchey Financial Group
New York
$227K +$227K +554 New
IWA
1422
IVC Wealth Advisors
Pennsylvania
$226K +$820 +2 +0.4%
HKIMG
1423
Hutchens & Kramer Investment Management Group
Indiana
$225K – – –
AC
1424
Avestar Capital
New York
$225K +$225K +549 New
NB
1425
Nicolet Bankshares
Wisconsin
$223K +$223K +543 New
55 56
57
58 59