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S&P Global
SPGI

Overview Fund Activity

1,549 hedge funds and large institutions have $99.1B invested in S&P Global in 2022 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 589 increasing their positions, 635 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,549
Holders Change
-91
Holders Change %
-5.55%
% of All Funds
26.19%
Holding in Top 10
74
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-18.68%
% of All Funds
1.25%
New
103
Increased
589
Reduced
635
Closed
169
Calls
$1.51B
Puts
$1.28B
Net Calls
+$235M
Net Calls Change
+$341M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$696M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
BlackRock
BlackRock
New York
+$553M
4
SCP
Soroban Capital Partners
New York
+$211M
5
Morgan Stanley
Morgan Stanley
New York
+$184M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
-$1.07B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$665M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$406M
4
TP
Third Point
New York
-$394M
5
Marshall Wace
Marshall Wace
United Kingdom
-$390M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
1651
CFM Wealth Partners
Texas
– -$270K -659 Closed
PBO
1652
Peoples Bank (Ohio)
Ohio
– -$269K -655 Closed
FLPIM
1653
F.L. Putnam Investment Management
Massachusetts
– -$268K -654 Closed
OPOWM
1654
One Plus One Wealth Management
Florida
– -$249K -606 Closed
HCMG
1655
Howard Capital Management Group
California
– -$245K -598 Closed
AI
1656
Alphabet Inc
California
– -$243K -592 Closed
OMC
1657
Old Mission Capital
Illinois
– -$242K -591 Closed
TCOT
1658
Trust Company of Toledo
Ohio
– -$242K -590 Closed
GWM
1659
Gitterman Wealth Management
New Jersey
– -$242K -589 Closed
PWS
1660
Peterson Wealth Services
Utah
– -$240K -586 Closed
BCM
1661
Buckhead Capital Management
Georgia
– -$240K -585 Closed
AWP
1662
Ascent Wealth Partners
New York
– -$239K -582 Closed
AFWM
1663
AMJ Financial Wealth Management
Virginia
– -$236K -576 Closed
ACA
1664
Affinity Capital Advisors
California
– -$235K -572 Closed
IWN
1665
Independent Wealth Network
Iowa
– -$235K -572 Closed
KCPG
1666
Kavar Capital Partners Group
Kansas
– -$234K -570 Closed
BFO
1667
Biltmore Family Office
North Carolina
– -$231K -563 Closed
HHGA
1668
Halbert Hargrove Global Advisors
California
– -$230K -561 Closed
JDR
1669
Jay D. Rosenbaum
– -$228K -557 Closed
SLA
1670
Silver Lake Advisory
Utah
– -$228K -557 Closed
BFG
1671
Bouchey Financial Group
New York
– -$227K -554 Closed
NB
1672
Nicolet Bankshares
Wisconsin
– -$223K -543 Closed
AIP
1673
Almanack Investment Partners
Pennsylvania
– -$221K -538 Closed
EWM
1674
EPG Wealth Management
Georgia
– -$219K -535 Closed
MFA
1675
Mayflower Financial Advisors
Massachusetts
– -$219K -534 Closed
65 66
67
68 69