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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
1
Morgan Stanley
New York
$1.45B
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$402M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.89B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$233M
5
Millennium Management
5
Millennium Management
New York
$353M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$871M
2
BlackRock
2
BlackRock
New York
$8.44B
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.52M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$270M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
HDIM
1526
Hanson & Doremus Investment Management
Vermont
$5K +$938 +3 +23%
DI
1527
Disciplined Investments
Oklahoma
$4.69K – – –
APC
1528
Aspire Private Capital
North Carolina
$4.35K – – –
SWM
1529
Sugarloaf Wealth Management
Georgia
$4.35K +$4.35K +13 New
WPWM
1530
Western Pacific Wealth Management
Illinois
$4.35K +$4.35K +13 New
TCA
1531
Trifecta Capital Advisors
Illinois
$4.02K +$4.02K +12 New
DWP
1532
Destiny Wealth Partners
Florida
$4.02K +$4.02K +12 New
IAA
1533
Independent Advisor Alliance
North Carolina
$3.83K -$572 -1,709 -13%
HCM
1534
Hollencrest Capital Management
California
$3.68K +$3.68K +11 New
ECM
1535
Everence Capital Management
Indiana
$3.62K +$502 +1,500 +16%
SCA
1536
Stuart Chaussee & Associates
California
$3.35K – – –
SIC
1537
SJS Investment Consulting
Ohio
$3.35K +$670 +2 +25%
CSWM
1538
Cassady Schiller Wealth Management
Ohio
$3.35K +$3.35K +10 New
NSIM
1539
North Star Investment Management
Illinois
$3.35K +$3.35K +10 New
BCMLT
1540
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.05K – – –
DWMG
1541
DB Wealth Management Group
California
$3.01K +$3.01K +9 New
MCM
1542
Magnolia Capital Management
New York
$3K +$3K +9 New
TLCM
1543
Twin Lakes Capital Management
California
$2.74K – – –
HWP
1544
Highline Wealth Partners
California
$2.68K – – –
WWM
1545
Wolff Wiese Magana
California
$2.35K -$18.4K -55 -89%
GI
1546
Gradient Investments
Minnesota
$2.01K -$3.35K -10 -63%
FSWA
1547
Financial Synergies Wealth Advisors
Texas
$2.01K – – –
MSCM
1548
McElhenny Sheffield Capital Management
Texas
$2.01K +$2.01K +6 New
IGWM
1549
ICA Group Wealth Management
Colorado
$2.01K +$2.01K +6 New
RBC
1550
Roble Belko & Company
Pennsylvania
$2K – – –
60 61
62
63 64