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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 %
MA
1501
MCF Advisors
Kentucky
$9.71K -$1.68K -5 -15%
MFT
1502
Moisand Fitzgerald Tamayo
Florida
$9.71K +$9.04K +27 +1,350%
MYAM
1503
Meiji Yasuda Asset Management
Japan
$9.11K +$1.83K +5,459 +25%
SC
1504
Steph & Co
Wisconsin
$9K +$9K +26 New
IAS
1505
IMA Advisory Services
Colorado
$8.71K – – –
FA
1506
Fortis Advisors
Pennsylvania
$8.37K – – –
PFG
1507
Piershale Financial Group
Illinois
$8.37K +$8.37K +25 New
NIC
1508
Northwest Investment Counselors
Oregon
$8.04K – – –
JMF
1509
Johnson Midwest Financial
Iowa
$8K +$8K +25 New
HS
1510
Horan Securities
United States
$7.7K +$7.7K +23 New
EE
1511
EWG Elevate
California
$7.7K +$7.7K +23 New
RTL
1512
Red Tortoise LLC
Georgia
$7.7K +$7.7K +23 New
CWP
1513
Concord Wealth Partners
Virginia
$7.42K +$7.42K +22 New
SWA
1514
SOA Wealth Advisors
New York
$7.38K -$1.01K -3 -12%
SIS
1515
Sound Income Strategies
Florida
$7.37K -$670 -2 -8%
APW
1516
Acima Private Wealth
Virginia
$7.37K – – –
SC
1517
SouthState Corp
Florida
$7.03K -$26.8K -80 -79%
ONST
1518
Old North State Trust
North Carolina
$7K – – –
SC
1519
Sierra Capital
Florida
$7K – – –
ACA
1520
Atlas Capital Advisors
Wyoming
$6.7K – – –
RFG
1521
RFP Financial Group
Georgia
$6.36K +$6.36K +19 New
SC
1522
Schubert & Co
Texas
$6.03K -$2.01K -6 -25%
SFG
1523
Steward Financial Group
Texas
$6K +$6K +19 New
MPCL
1524
My Personal CFO LLC
Washington
$5.36K +$5.36K +16 New
WAM
1525
Worth Asset Management
Texas
$5.02K – – –
59 60
61
62 63