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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 %
FA
1501
Fortis Advisors
Pennsylvania
$8K – – –
SIS
1502
Sound Income Strategies
Florida
$8K – – –
APW
1503
Acima Private Wealth
Virginia
$7.42K – – –
HT
1504
HighTower Trust
Texas
$7.14K -$63 -181 -0.9%
FGAM
1505
Financial Gravity Asset Management
Texas
$7.08K -$1.55K -3,087 -18%
SC
1506
Sierra Capital
Florida
$7K -$8.67K -26 -55%
BPC
1507
Banque Pictet & Cie
Switzerland
$6.71K -$43 -128 -0.6%
SCA
1508
Stonebridge Capital Advisors
Minnesota
$6K – – –
UFF
1509
USA Financial Formulas
Michigan
$6K +$1K +3 +20%
PCH
1510
Polar Capital Holdings
United Kingdom
$5.8K -$15.7K -46,570 -73%
Kayne Anderson Rudnick Investment Management
1511
Kayne Anderson Rudnick Investment Management
California
$5K – – –
WAM
1512
Worth Asset Management
Texas
$5K – – –
SC
1513
Schubert & Co
Texas
$5K +$938 +3 +23%
DI
1514
Disciplined Investments
Oklahoma
$5K +$1K +3 +25%
CWM
1515
Castle Wealth Management
Florida
$5K +$5K +14 New
FBC
1516
Fairfield, Bush & Co
Connecticut
$5K +$5K +15 New
CT
1517
Cambridge Trust
Massachusetts
$4K -$55.1K -179 -93%
HDIM
1518
Hanson & Doremus Investment Management
Vermont
$4K – – –
APC
1519
Aspire Private Capital
North Carolina
$4K – – –
BCMLT
1520
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
MCM
1521
Manchester Capital Management
Vermont
$4K +$2.15K +7 +117%
TWP
1522
TFO Wealth Partners
Ohio
$4K +$4K +11 New
HS
1523
Horan Securities
United States
$4K +$4K +11 New
LFG
1524
Larson Financial Group
Missouri
$4K +$4K +13 New
RIM
1525
Rockbridge Investment Management
New York
$3.37K – – –
59 60
61
62 63