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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
$1.45B
2
Newport Trust Company
Newport Trust Company
District of Columbia
$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.89B
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$233M
5
Millennium Management
Millennium Management
New York
$353M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$871M
2
BlackRock
BlackRock
New York
$8.44B
3
CIAS
CFS Investment Advisory Services
New Jersey
$2.52M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$270M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
1451
TD Ameritrade Investment Management
Nebraska
$27K -$19.9K -59 -42%
LS
1452
Leelyn Smith
Illinois
$26.8K +$8.38K +25 +45%
ETH
1453
Exos TFP Holdings
New York
$26.5K +$26.5K +79 New
CCA
1454
Column Capital Advisors
Indiana
$26.1K – – –
OCM
1455
Osterweis Capital Management
California
$25.8K -$4.35K -13 -14%
VCM
1456
Vigilant Capital Management
Maine
$24K -$5.75K -17 -19%
CT
1457
Cambridge Trust
Massachusetts
$24K -$2.67K -8 -10%
Jones Financial Companies
1458
Jones Financial Companies
Missouri
$24K +$986 +3 +4%
FCA
1459
Fortis Capital Advisors
Kansas
$23.4K +$23.4K +70 New
GA
1460
GoalVest Advisory
New York
$22.4K – – –
NFSG
1461
Newbridge Financial Services Group
Florida
$22.1K +$19.8K +59 +843%
FMTCOCP
1462
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
FCA
1463
FinTrust Capital Advisors
South Carolina
$21.8K +$5.36K +16 +33%
AAG
1464
Armstrong Advisory Group
Massachusetts
$21.8K +$21.8K +65 New
MWM
1465
MinichMacGregor Wealth Management
New York
$21.4K +$21.4K +64 New
CWC
1466
Carolinas Wealth Consulting
North Carolina
$21.1K +$2.68K +8 +15%
AIC
1467
Ayalon Insurance Company
Israel
$21K – – –
TC
1468
Tacita Capital
Ontario, Canada
$21K – – –
SIA
1469
Sit Investment Associates
Minnesota
$21K +$3.28K +10 +19%
HH
1470
HWG Holdings
Texas
$20K -$656 -2 -3%
BWM
1471
Baystate Wealth Management
Massachusetts
$20K – – –
FMP
1472
Financial Management Professionals
Texas
$20K – – –
PP
1473
Pacifica Partners
Canada
$18.2K – – –
AA
1474
Addison Advisors
Vermont
$17.1K -$335 -1 -2%
KTC
1475
Kistler-Tiffany Companies
Pennsylvania
$16.7K – – –
57 58
59
60 61