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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 %
WTA
1426
Washington Trust Advisors
Massachusetts
$44.9K -$26.5K -79 -37%
AP
1427
Arlington Partners
Alabama
$43.9K – – –
EC
1428
Elequin Capital
New York
$43.5K +$43.5K +130 New
TWM
1429
Tradition Wealth Management
Minnesota
$42K +$2.03K +6 +5%
IFAM
1430
Institutional & Family Asset Management
Colorado
$41.5K – – –
CAC
1431
Core Alternative Capital
Georgia
$40.9K -$19.1K -57 -32%
CDIA
1432
Capital Directions Investment Advisors
Georgia
$38.5K +$38.5K +115 New
GIS
1433
Grayhawk Investment Strategies
Alberta, Canada
$38.2K – – –
ME
1434
McIlrath & Eck
Washington
$37.5K – – –
GEA
1435
Glen Eagle Advisors
New Jersey
$37.5K +$1.34K +4 +4%
AF
1436
Arrow Financial
New York
$37K +$3.36K +10 +10%
NMG
1437
New Millennium Group
Utah
$34.8K – – –
RCM
1438
Rain Capital Management
Oregon
$34.8K +$5.36K +16 +18%
JWA
1439
JFS Wealth Advisors
Pennsylvania
$33.5K -$6.03K -18 -15%
CB
1440
Centennial Bank
Arkansas
$33.5K +$33.5K +100 New
GWM
1441
Guardian Wealth Management
Illinois
$33.2K – – –
WBC
1442
West Branch Capital
Massachusetts
$31.5K – – –
DCM
1443
Disciplina Capital Management
Tennessee
$30.4K – – –
FFC
1444
First Financial Corp
Indiana
$30.1K – – –
BSB
1445
Bangor Savings Bank
Maine
$30K – – –
MCM
1446
MV Capital Management
Maryland
$29.8K -$15.4K -46 -34%
SC
1447
Seldon Capital
California
$29.5K – – –
MWM
1448
Mascoma Wealth Management
New Hampshire
$28.1K – – –
KSWA
1449
Kathleen S. Wright Associates
Pennsylvania
$28K +$1.65K +5 +6%
AWM
1450
Accurate Wealth Management
Florida
$27.6K +$27.6K +78 New
56 57
58
59 60