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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 %
MTIC
1551
Missouri Trust & Investment Company
Missouri
$2K – – –
CWM
1552
Cedar Wealth Management
California
$1.34K – – –
FWA
1553
Freedom Wealth Alliance
Wisconsin
$1.01K +$1.01K +3 New
VNA
1554
Valley National Advisers
Pennsylvania
$1K – – –
JWM
1555
Janiczek Wealth Management
Colorado
$736 -$4.05K -11 -85%
DWA
1556
Delos Wealth Advisors
Texas
$335 – – –
SPWM
1557
Spartan Planning & Wealth Management
North Carolina
$335 +$335 +1 New
WIM
1558
Westside Investment Management
California
$17 – – –
DCP
1559
D1 Capital Partners
New York
– -$34.5M -113,000 Closed
TI
1560
Trexquant Investment
Connecticut
– -$32.7M -107,173 Closed
BTCPP
1561
Border to Coast Pensions Partnership
United Kingdom
– -$20.1M -65,900 Closed
PHK
1562
Point72 Hong Kong
Hong Kong
– -$18.6M -61,042 Closed
CA
1563
Capitolis Advisors
New York
– -$15.3M -50,000 Closed
ACM
1564
Aquatic Capital Management
Illinois
– -$12.4M -40,500 Closed
AP
1565
Archon Partners
New Jersey
– -$6.87M -22,500 Closed
KWILP
1566
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$6.4M -18,994 Closed
CCM
1567
Copeland Capital Management
Pennsylvania
– -$5.44M -17,805 Closed
RS
1568
Robeco Schweiz
Switzerland
– -$3.74M -12,245 Closed
QT
1569
Quantbot Technologies
New York
– -$3.39M -11,090 Closed
PMAM
1570
Picton Mahoney Asset Management
Ontario, Canada
– -$3.17M -10,395 Closed
MA
1571
MUFG Americas
New York
– -$3.1M -10,144 Closed
First Eagle Investment Management
1572
First Eagle Investment Management
New York
– -$2.91M -9,542 Closed
JF
1573
Jump Financial
Illinois
– -$2.83M -9,253 Closed
ACM
1574
AlphaCrest Capital Management
New York
– -$2.43M -7,941 Closed
SC
1575
Sculptor Capital
New York
– -$2.42M -7,928 Closed
61 62
63
64 65