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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.48B
2
Wells Fargo
Wells Fargo
California
$857M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
Goldman Sachs
New York
$870M
4
Capital World Investors
Capital World Investors
California
$1.03B
5
BlackRock
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
226
Cercano Management
Washington
$44.2M – – –
SFG
227
Sather Financial Group
Texas
$43.7M -$12.1M -33,161 -22%
HWCM
228
Hudson Way Capital Management
Texas
$43.6M +$5.21M +14,258 +14%
Axa
229
Axa
France
$43.4M -$1.21M -3,309 -3%
Osaic Holdings
230
Osaic Holdings
Arizona
$43M +$10.9M +29,766 +34%
VDI
231
Vaughan David Investments
Illinois
$42.9M +$285K +780 +0.7%
CF
232
Cypress Funds
California
$42.8M – – –
DADC
233
D.A. Davidson & Co
Montana
$41.2M +$1.27M +3,489 +3%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$40.7M +$661K +1,810 +2%
LA
235
LBP AM
France
$40.4M -$1.48M -4,046 -4%
Comerica Bank
236
Comerica Bank
Texas
$40.3M -$23.6M -64,496 -37%
CRC
237
Curi RMB Capital
Illinois
$40.1M -$576K -1,577 -1%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$39.9M +$1.42M +3,892 +4%
ACM
239
Alta Capital Management
Utah
$39.8M -$452K -1,237 -1%
Balyasny Asset Management
240
Balyasny Asset Management
Illinois
$39.5M -$96.1M -262,929 -71%
ICP
241
Ironvine Capital Partners
Nebraska
$38.8M +$111K +303 +0.3%
AIG
242
American International Group
New York
$38.7M -$38.7K -106 -0.1%
Calamos Advisors
243
Calamos Advisors
Illinois
$38M +$17.5M +47,827 +85%
SCM
244
Sirios Capital Management
Massachusetts
$37.7M -$8.99M -24,599 -19%
SH
245
SeaTown Holdings
Singapore
$37.7M +$2.98M +8,150 +9%
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$37.3M +$37M +101,235 +12,831%
DP
247
Dearborn Partners
Illinois
$36.9M -$24.5K -67 -0.1%
NSLI
248
Nan Shan Life Insurance
Taiwan
$36.3M +$26M +71,201 +253%
HCM
249
Howland Capital Management
Massachusetts
$36.3M +$1.21M +3,305 +3%
EWA
250
EP Wealth Advisors
California
$35.6M +$11.6M +31,821 +49%
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