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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.

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 %
JWM
1601
Jackson Wealth Management
Florida
– -$418K -1,369 Closed
AI
1602
AdvisorShares Investments
Maryland
– -$404K -1,324 Closed
DA
1603
DSC Advisors
Illinois
– -$390K -1,278 Closed
CFG
1604
Cooper Financial Group
California
– -$337K -1,104 Closed
GCP
1605
GSA Capital Partners
United Kingdom
– -$328K -1,075 Closed
PAM
1606
Paradigm Asset Management
New York
– -$305K -1,000 Closed
VIM
1607
VELA Investment Management
Ohio
– -$295K -967 Closed
AWM
1608
Axxcess Wealth Management
California
– -$290K -949 Closed
NW
1609
Naviter Wealth
Arkansas
– -$245K -801 Closed
EH
1610
Equitable Holdings
New York
– -$220K -719 Closed
PSP
1611
Principal Street Partners
Tennessee
– -$213K -698 Closed
TA
1612
Townsend & Associates
Colorado
– -$220K -688 Closed
LP
1613
LGL Partners
Pennsylvania
– -$209K -684 Closed
CC
1614
Courier Capital
New York
– -$206K -675 Closed
GAM
1615
Gould Asset Management
California
– -$206K -673 Closed
PCIA
1616
Prime Capital Investment Advisors
Kansas
– -$203K -664 Closed
WB
1617
West Bancorporation
Iowa
– -$150K -490 Closed
PP
1618
Paloma Partners
Connecticut
– -$148K -486 Closed
AIM
1619
Axiom Investment Management
New York
– -$79K -259 Closed
WFA
1620
West Financial Advisors
Iowa
– -$56K -185 Closed
NEAM
1621
New England Asset Management
Connecticut
– -$46K -150 Closed
GWSG
1622
GPS Wealth Strategies Group
Colorado
– -$38K -124 Closed
DFCM
1623
Dark Forest Capital Management
Puerto Rico
– -$31K -100 Closed
EC
1624
EdgeRock Capital
Colorado
– -$29K -94 Closed
AS
1625
Altshuler Shaham
Israel
– -$24K -76 Closed
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