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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
1476
Financial Management Professionals
Texas
$15K -$2.33K -7 -13%
TH
1477
TCTC Holdings
Texas
$14K – – –
HCP
1478
Hexagon Capital Partners
Arkansas
$14K – – –
TWM
1479
Tradition Wealth Management
Minnesota
$14K – – –
MGIM
1480
M&G Investment Management
United Kingdom
$13.6K -$35.4K -104,930 -72%
RA
1481
Rise Advisors
New York
$13K +$13K +37 New
BFPW
1482
BOK Financial Private Wealth
Colorado
$12K -$577K -1,684 -98%
SWA
1483
SOA Wealth Advisors
New York
$12K -$149K -448 -93%
AA
1484
Addison Advisors
Vermont
$12K -$11.7K -35 -49%
BWM
1485
BerganKDV Wealth Management
Minnesota
$12K – – –
TF
1486
TimeScale Financial
Massachusetts
$11K – – –
ACA
1487
Atlas Capital Advisors
Wyoming
$10.1K -$237K -703 -96%
TSW
1488
Thompson Siegel & Walmsley
Virginia
$10K – – –
TFA
1489
Toth Financial Advisory
Virginia
$10K – – –
OIA
1490
Optimum Investment Advisors
Illinois
$10K – – –
OC
1491
Oakworth Capital
Alabama
$10K – – –
RG
1492
Retirement Group
California
$10K – – –
TCWA
1493
Ten Capital Wealth Advisors
Washington
$10K – – –
LF
1494
Lee Financial
Texas
$10K +$10K +29 New
CCM
1495
Chilton Capital Management
Texas
$10K +$10K +29 New
HI
1496
Harbour Investments
Wisconsin
$10K +$10K +30 New
TSWM
1497
Tyler-Stone Wealth Management
Ohio
$10K +$10K +30 New
IAS
1498
IMA Advisory Services
Colorado
$9K – – –
CP
1499
Castleview Partners
Texas
$8.96K -$96.7K -302 -92%
NIC
1500
Northwest Investment Counselors
Oregon
$8K – – –
58 59
60
61 62