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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
$12B
2
BlackRock
BlackRock
New York
$11.1B
3
State Street
State Street
Massachusetts
$6.71B
4
Goldman Sachs
Goldman Sachs
New York
$2.34B
5
TCI Fund Management
TCI Fund Management
United Kingdom
$2.8B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.4B
2
Capital Research Global Investors
Capital Research Global Investors
California
$840M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$80.8M
4
CP
Castleview Partners
Texas
$135K
5
Citadel Advisors
Citadel Advisors
Florida
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
1576
Simon Quick Advisors
New Jersey
$18K +$800 +2 +5%
OLVIG
1577
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$18K +44 New
TH
1578
TCTC Holdings
Texas
$17K -$33.2K -80 -66%
TWM
1579
Tradition Wealth Management
Minnesota
$17K -$405 -1 -2%
HCP
1580
Hexagon Capital Partners
Arkansas
$17K – – –
FGAM
1581
Financial Gravity Asset Management
Texas
$15.8K -$6.25K -6,831 -28%
BHWM
1582
Beaird Harris Wealth Management
Texas
$15K +$15K +36 New
CA
1583
Crewe Advisors
Utah
$14K – – –
TF
1584
TimeScale Financial
Massachusetts
$14K – – –
BWM
1585
BerganKDV Wealth Management
Minnesota
$14K +$6K +15 +75%
PP
1586
Pacifica Partners
Canada
$14K +$14K +35 New
OC
1587
Oakworth Capital
Alabama
$13K -$99.4K -237 -88%
FFC
1588
First Financial Corp
Indiana
$13K – – –
TSW
1589
Thompson Siegel & Walmsley
Virginia
$13K – – –
RG
1590
Retirement Group
California
$13K +$3.36K +8 +35%
TCWA
1591
Ten Capital Wealth Advisors
Washington
$12K – – –
TFA
1592
Toth Financial Advisory
Virginia
$12K – – –
OIA
1593
Optimum Investment Advisors
Illinois
$12K – – –
ARIS
1594
Advanced Research Investment Solutions
California
$12K +$12K +30 New
IAS
1595
IMA Advisory Services
Colorado
$11K – – –
GKIM
1596
GW&K Investment Management
Massachusetts
$11K +$11K +27 New
FA
1597
Fortis Advisors
Pennsylvania
$10K – – –
NIC
1598
Northwest Investment Counselors
Oregon
$10K +$2.92K +7 +41%
SIS
1599
Sound Income Strategies
Florida
$10K +$10K +25 New
UIA
1600
Ulland Investment Advisors
Minnesota
$10K +$10K +25 New
62 63
64
65 66