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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 %
OC
1476
Oakworth Capital
Alabama
$16.4K -$1.68K -5 -9%
HCP
1477
Hexagon Capital Partners
Arkansas
$15.7K +$670 +2 +4%
LFG
1478
Larson Financial Group
Missouri
$15.5K +$2.36K +7 +18%
PO
1479
Private Ocean
California
$15.4K +$14.1K +42 +1,050%
GWM
1480
Geneos Wealth Management
Colorado
$14.8K -$24.9K -74 -63%
OLVIG
1481
Oliver Lagore Vanvalin Investment Group
Michigan
$14.4K – – –
FA
1482
Fiduciary Alliance
South Carolina
$13.7K +$13.7K +41 New
TH
1483
TCTC Holdings
Texas
$13.7K – – –
FGAM
1484
Financial Gravity Asset Management
Texas
$13.6K -$271K -6,680 -95%
RTC
1485
Riverview Trust Company
Washington
$13K -$102K -299 -89%
PP
1486
PrairieView Partners
Minnesota
$13K – – –
RA
1487
Rise Advisors
New York
$12.7K -$57.9K -174 -82%
DIP
1488
DT Investment Partners
Pennsylvania
$12.1K – – –
BWM
1489
BerganKDV Wealth Management
Minnesota
$11.8K – – –
BFPW
1490
BOK Financial Private Wealth
Colorado
$11.7K – – –
AWM
1491
Abound Wealth Management
Tennessee
$11.4K -$13.1K -39 -53%
TWD
1492
True Wealth Design
Ohio
$11.2K +$11.2K +34 New
TF
1493
TimeScale Financial
Massachusetts
$10.4K – – –
AFS
1494
Annapolis Financial Services
Maryland
$10.4K -$6.03K -18 -37%
TCWA
1495
Ten Capital Wealth Advisors
Washington
$10K -$4.35K -13 -30%
SCA
1496
Stonebridge Capital Advisors
Minnesota
$10K -$2.01K -6 -17%
TFA
1497
Toth Financial Advisory
Virginia
$10K – – –
OIA
1498
Optimum Investment Advisors
Illinois
$10K – – –
TSW
1499
Thompson Siegel & Walmsley
Virginia
$10K – – –
TSWM
1500
Tyler-Stone Wealth Management
Ohio
$10K – – –
58 59
60
61 62