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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 %
FSC
1701
Full Sail Capital
Oklahoma
– -$205K -514 Closed
AT
1702
Arvest Trust
Oklahoma
– -$242K -512 Closed
RWM
1703
Rockwood Wealth Management
Pennsylvania
– -$238K -505 Closed
CIA
1704
Capital Investment Advisors
Georgia
– -$236K -501 Closed
DI
1705
DAGCO Inc
Ohio
– -$236K -500 Closed
MBT
1706
Montecito Bank & Trust
California
– -$224K -475 Closed
PWA
1707
Physician Wealth Advisors
Utah
– -$209K -468 Closed
MIP
1708
Marietta Investment Partners
Wisconsin
– -$220K -466 Closed
NERM
1709
New England Research & Management
Illinois
– -$219K -465 Closed
SEM
1710
Suncoast Equity Management
Florida
– -$215K -455 Closed
SAI
1711
Systematic Alpha Investments
New Jersey
– -$213K -452 Closed
PGA
1712
Portland Global Advisors
Maine
– -$212K -450 Closed
TIA
1713
Tiemann Investment Advisors
California
– -$210K -445 Closed
GC
1714
Grimes & Company
Massachusetts
– -$207K -439 Closed
GAM
1715
Grandview Asset Management
Pennsylvania
– -$205K -435 Closed
ML
1716
McAdam LLC
Pennsylvania
– -$205K -434 Closed
LI
1717
LVZ Inc
Michigan
– -$201K -426 Closed
VBCG
1718
Valley Brook Capital Group
Pennsylvania
– -$200K -425 Closed
AWA
1719
Aquire Wealth Advisors
Utah
– -$107K -226 Closed
PPWM
1720
PFG Private Wealth Management
Florida
– -$101K -215 Closed
TCM
1721
Tradewinds Capital Management
Washington
– -$87K -184 Closed
MC
1722
Maverick Capital
Texas
– -$68K -145 Closed
CAC
1723
Cowen and Company
New York
– -$60K -128 Closed
AWA
1724
Amplius Wealth Advisors
Pennsylvania
– -$45K -96 Closed
PCMC
1725
Paragon Capital Management (Colorado)
Colorado
– -$45K -95 Closed
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