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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 %
TH
1426
TCTC Holdings
Texas
$13K – – –
TCWA
1427
Ten Capital Wealth Advisors
Washington
$13K +$3.93K +13 +43%
ACM
1428
Absolute Capital Management
Pennsylvania
$12.9K +$12.9K +42 New
MGIM
1429
M&G Investment Management
United Kingdom
$12.1K -$152 -499 -1%
LFG
1430
Larson Financial Group
Missouri
$12K +$8K +26 +200%
BWM
1431
BerganKDV Wealth Management
Minnesota
$11K – – –
BFPW
1432
BOK Financial Private Wealth
Colorado
$11K – – –
SCA
1433
Stonebridge Capital Advisors
Minnesota
$11K +$5.81K +19 +112%
DIP
1434
DT Investment Partners
Pennsylvania
$11K +$11K +36 New
HI
1435
Harbour Investments
Wisconsin
$10K – – –
TF
1436
TimeScale Financial
Massachusetts
$10K – – –
MA
1437
MCF Advisors
Kentucky
$10K +$7.35K +25 +278%
TFA
1438
Toth Financial Advisory
Virginia
$9K – – –
TSW
1439
Thompson Siegel & Walmsley
Virginia
$9K – – –
OIA
1440
Optimum Investment Advisors
Illinois
$9K – – –
LF
1441
Lee Financial
Texas
$9K – – –
TSWM
1442
Tyler-Stone Wealth Management
Ohio
$9K – – –
Kayne Anderson Rudnick Investment Management
1443
Kayne Anderson Rudnick Investment Management
California
$9K +$4.36K +15 +94%
IAS
1444
IMA Advisory Services
Colorado
$8K – – –
FA
1445
Fortis Advisors
Pennsylvania
$8K – – –
SWA
1446
SOA Wealth Advisors
New York
$7K -$3.08K -11 -31%
SIS
1447
Sound Income Strategies
Florida
$7K -$292 -1 -4%
NIC
1448
Northwest Investment Counselors
Oregon
$7K – – –
SC
1449
Schubert & Co
Texas
$7K +$2.33K +8 +50%
ONST
1450
Old North State Trust
North Carolina
$7K +$7K +22 New
56 57
58
59 60