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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 %
FWM
1401
Focused Wealth Management
New York
$68K – – –
PGAM
1402
Princeton Global Asset Management
New Jersey
$67K – – –
GFPC
1403
Global Financial Private Client
Florida
$65.3K -$976K -2,842 -94%
TAIM
1404
TD Ameritrade Investment Management
Nebraska
$64K -$21.2K -63 -25%
FMII
1405
Farmers & Merchants Investments Inc
Nebraska
$62K -$2.36K -7 -4%
WFA
1406
West Financial Advisors
Iowa
$62K – – –
M
1407
MOTCO
Texas
$60K +$7.08K +21 +13%
CAC
1408
Core Alternative Capital
Georgia
$60K +$17.5K +52 +41%
AWM
1409
Atticus Wealth Management
Florida
$57K – – –
UWM
1410
Urban Wealth Management
California
$57K +$57K +168 New
LS
1411
Leelyn Smith
Illinois
$56K – – –
RTC
1412
Riverview Trust Company
Washington
$56K +$56K +166 New
CYG
1413
Clean Yield Group
Vermont
$54K -$2.36K -7 -4%
EWM
1414
Evermay Wealth Management
Virginia
$51K – – –
TFS
1415
TrustCore Financial Services
Tennessee
$51K – – –
NEAM
1416
New England Asset Management
Connecticut
$51K +$51K +150 New
LJHT
1417
Laurie J. Hall Trustee
$49K – – –
GIS
1418
Grayhawk Investment Strategies
Alberta, Canada
$49K +$49K +114 New
AIL
1419
AGF Investments LLC
Ontario, Canada
$48K -$368K -1,088 -88%
EARNEST Partners
1420
EARNEST Partners
Georgia
$48K – – –
MHR
1421
Matthew Hamilton Rosenberg
$48K +$15.5K +45 +48%
JWA
1422
JFS Wealth Advisors
Pennsylvania
$45K -$6.72K -20 -13%
CA
1423
Capitolis Advisors
New York
$43K – – –
ANBT
1424
American National Bank & Trust
Texas
$43K +$7.06K +21 +20%
GWSG
1425
GPS Wealth Strategies Group
Colorado
$42K -$40K -118 -49%
55 56
57
58 59