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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 %
BA
1451
Bellwether Advisors
Nebraska
$7K +$7K +25 New
APW
1452
Acima Private Wealth
Virginia
$6.72K – – –
PCH
1453
Polar Capital Holdings
United Kingdom
$6.37K +$1.11K +3,648 +21%
FGAM
1454
Financial Gravity Asset Management
Texas
$6.22K -$6.33K -7,139 -50%
ACA
1455
Atlas Capital Advisors
Wyoming
$6.11K -$3.05K -10 -33%
SC
1456
Sierra Capital
Florida
$6K – – –
UFF
1457
USA Financial Formulas
Michigan
$5K -$294 -1 -6%
WAM
1458
Worth Asset Management
Texas
$5K – – –
GI
1459
Gradient Investments
Minnesota
$5K +$2.19K +7 +78%
JWM
1460
Janiczek Wealth Management
Colorado
$4K -$12K -39 -75%
DI
1461
Disciplined Investments
Oklahoma
$4K -$286 -1 -7%
APC
1462
Aspire Private Capital
North Carolina
$4K – – –
HDIM
1463
Hanson & Doremus Investment Management
Vermont
$4K – – –
MCM
1464
Manchester Capital Management
Vermont
$4K – – –
CWM
1465
Castle Wealth Management
Florida
$4K – – –
BCMLT
1466
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K – – –
S
1467
Surevest
California
$3K – – –
SCA
1468
Stuart Chaussee & Associates
California
$3K – – –
SIC
1469
SJS Investment Consulting
Ohio
$3K +$3K +8 New
BCM
1470
Bourgeon Capital Management
Connecticut
$3K +$3K +10 New
HWP
1471
Highline Wealth Partners
California
$2.44K +$2.44K +8 New
ECM
1472
Estabrook Capital Management
New York
$2.14K +$2.14K +7 New
MTIC
1473
Missouri Trust & Investment Company
Missouri
$2K – – –
SWM
1474
Selective Wealth Management
Virginia
$2K – – –
NFSG
1475
Newbridge Financial Services Group
Florida
$2K – – –
57 58
59
60 61