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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 %
FMII
1401
Farmers & Merchants Investments Inc
Nebraska
$80.7K +$4.35K +13 +6%
BIA
1402
Bell Investment Advisors
California
$78K -$16.4K -49 -17%
BAAM
1403
Baker Avenue Asset Management
California
$77K -$277K -828 -78%
AA
1404
Ancora Advisors
Ohio
$76K +$1K +3 +1%
CPG
1405
Cornerstone Planning Group
New Jersey
$75.1K +$75.1K +208 New
HGERS
1406
Householder Group Estate & Retirement Specialist
Arizona
$75K – – –
WPA
1407
West Paces Advisors
Georgia
$74K -$7.7K -23 -9%
FWM
1408
Focused Wealth Management
New York
$68K – – –
PGAM
1409
Princeton Global Asset Management
New Jersey
$67K – – –
PP
1410
PFS Partners
New Jersey
$65.8K +$65.8K +196 New
CA
1411
CoreCap Advisors
Michigan
$58.9K -$338K -1,009 -85%
HWA
1412
HHM Wealth Advisors
Tennessee
$58.9K -$10.4K -31 -15%
M
1413
MOTCO
Texas
$56.9K – – –
TFS
1414
TrustCore Financial Services
Tennessee
$56.9K +$6.03K +18 +12%
CHA
1415
Carmichael Hill & Associates
Maryland
$55.9K -$14.1K -42 -20%
CYG
1416
Clean Yield Group
Vermont
$53.6K – – –
MHR
1417
Matthew Hamilton Rosenberg
$51.6K -$7.7K -23 -13%
AWM
1418
Atticus Wealth Management
Florida
$51.6K -$4.69K -14 -8%
HI
1419
Harbour Investments
Wisconsin
$51.2K +$41.2K +123 +410%
EWM
1420
Evermay Wealth Management
Virginia
$50.2K – – –
LJHT
1421
Laurie J. Hall Trustee
$49K – – –
BWA
1422
BDO Wealth Advisors
Florida
$47.3K +$12.4K +37 +36%
EARNEST Partners
1423
EARNEST Partners
Georgia
$47.2K – – –
GFPC
1424
Global Financial Private Client
Florida
$46.4K -$2.69K -8 -5%
ZIG
1425
Zullo Investment Group
Pennsylvania
$45.9K +$3.68K +11 +9%
55 56
57
58 59