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S&P Global
SPGI

Overview Fund Activity

1,640 hedge funds and large institutions have $127B invested in S&P Global in 2022 Q1 according to their latest regulatory filings, with 228 funds opening new positions, 921 increasing their positions, 322 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,640
Holders Change
+109
Holders Change %
+7.12%
% of All Funds
25.95%
Holding in Top 10
91
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+37.88%
% of All Funds
1.44%
New
228
Increased
921
Reduced
322
Closed
107
Calls
$1.41B
Puts
$1.51B
Net Calls
-$106M
Net Calls Change
+$253M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.71B
2
BlackRock
BlackRock
New York
+$3.38B
3
State Street
State Street
Massachusetts
+$2.08B
4
Goldman Sachs
Goldman Sachs
New York
+$1.47B
5
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.26B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.14B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$423M
4
CP
Castleview Partners
Texas
-$258M
5
Citadel Advisors
Citadel Advisors
Florida
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
1501
Farmers & Merchants Investments Inc
Nebraska
$78K +$16.3K +40 +26%
WFA
1502
West Financial Advisors
Iowa
$76K -$6.16K -15 -8%
FFA
1503
Freedman Financial Associates
Massachusetts
$73K – – –
CMBA
1504
C.M. Bidwell & Associates
Hawaii
$71K – – –
AWM
1505
Atticus Wealth Management
Florida
$69K +$18.5K +45 +37%
MCM
1506
MV Capital Management
Maryland
$69K +$35.7K +87 +107%
CYG
1507
Clean Yield Group
Vermont
$68K -$33.8K -83 -33%
LS
1508
Leelyn Smith
Illinois
$68K – – –
AA
1509
Ancora Advisors
Ohio
$67K -$4.09K -10 -6%
IFS
1510
Intelligent Financial Strategies
Minnesota
$67K +$8.17K +20 +14%
KTC
1511
Kistler-Tiffany Companies
Pennsylvania
$66K – – –
M
1512
MOTCO
Texas
$64K +$7.75K +19 +14%
JWA
1513
JFS Wealth Advisors
Pennsylvania
$63K +$3.27K +8 +5%
GRP
1514
Global Retirement Partners
California
$63K +$63K +180 New
SC
1515
Solstein Capital
California
$62K -$10.7K -26 -15%
EWM
1516
Evermay Wealth Management
Virginia
$62K – – –
TFS
1517
TrustCore Financial Services
Tennessee
$62K +$51.4K +126 +485%
MGIM
1518
M&G Investment Management
United Kingdom
$59.5K -$15.9K -38,694 -21%
LJHT
1519
Laurie J. Hall Trustee
$59K – – –
LWA
1520
Lenox Wealth Advisors
New York
$59K +$31.1K +76 +112%
SSG
1521
Summit Securities Group
New York
$59K +$59K +145 New
EARNEST Partners
1522
EARNEST Partners
Georgia
$58K +$19.7K +48 +52%
ZIG
1523
Zullo Investment Group
Pennsylvania
$56K +$10.7K +26 +24%
AP
1524
Arlington Partners
Alabama
$54K – – –
GAM
1525
Gemmer Asset Management
California
$53K – – –
59 60
61
62 63