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S&P Global
SPGI

Overview Fund Activity

1,492 hedge funds and large institutions have $87.3B invested in S&P Global in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 555 increasing their positions, 609 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
-57
Holders Change %
-3.68%
% of All Funds
25.8%
Holding in Top 10
59
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-20.27%
% of All Funds
1.02%
New
98
Increased
555
Reduced
609
Closed
131
Calls
$575M
Puts
$874M
Net Calls
-$298M
Net Calls Change
-$534M

Top Buyers

1
LP
Longview Partners
Guernsey
+$469M
2
FCM
Farallon Capital Management
California
+$119M
3
Amundi
Amundi
France
+$115M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$111M
5
N
Natixis
France
+$105M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$620M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$568M
3
Capital International Investors
Capital International Investors
California
-$315M
4
BlackRock
BlackRock
New York
-$272M
5
Edgewood Management
Edgewood Management
Connecticut
-$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
1401
Jones Financial Companies
Missouri
$21K -$52.2K -174 -71%
SC
1402
Solstein Capital
California
$21K – – –
GA
1403
GoalVest Advisory
New York
$20K -$542K -1,817 -96%
FMTCOCP
1404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
WWM
1405
Wolff Wiese Magana
California
$19K -$5.52K -18 -23%
TC
1406
Tacita Capital
Ontario, Canada
$19K – – –
AIC
1407
Ayalon Insurance Company
Israel
$19K – – –
PP
1408
Pacifica Partners
Canada
$19K – – –
FMP
1409
Financial Management Professionals
Texas
$19K +$4.98K +16 +36%
HH
1410
HWG Holdings
Texas
$19K +$19K +63 New
BWM
1411
Baystate Wealth Management
Massachusetts
$18K – – –
SPWG
1412
Sage Private Wealth Group
Illinois
$18K – – –
LS
1413
Leelyn Smith
Illinois
$17K -$34K -110 -67%
CWC
1414
Carolinas Wealth Consulting
North Carolina
$17K -$309 -1 -2%
SIA
1415
Sit Investment Associates
Minnesota
$16K – – –
SFO
1416
Standard Family Office
South Dakota
$16K – – –
AA
1417
Addison Advisors
Vermont
$16K +$4.92K +16 +44%
OC
1418
Oakworth Capital
Alabama
$16K +$6.82K +23 +74%
KTC
1419
Kistler-Tiffany Companies
Pennsylvania
$15K – – –
FCA
1420
FinTrust Capital Advisors
South Carolina
$15K +$1.84K +6 +14%
AFS
1421
Annapolis Financial Services
Maryland
$15K +$15K +49 New
HCP
1422
Hexagon Capital Partners
Arkansas
$14K +$933 +3 +7%
CL
1423
COWA LLC
Oklahoma
$14K +$14K +45 New
PP
1424
PrairieView Partners
Minnesota
$13K -$6.98K -22 -35%
OLVIG
1425
Oliver Lagore Vanvalin Investment Group
Michigan
$13K -$907 -3 -7%
55 56
57
58 59