SPGI icon

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
+$668M
2
Wells Fargo
Wells Fargo
California
+$358M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$148M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$251M
3
Goldman Sachs
Goldman Sachs
New York
-$240M
4
Capital World Investors
Capital World Investors
California
-$238M
5
BlackRock
BlackRock
New York
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
351
Mutual of America Capital Management
New York
$16.6M -$601K -1,644 -3%
EWA
352
Exencial Wealth Advisors
Oklahoma
$16.5M -$336K -920 -2%
Commonwealth Equity Services
353
Commonwealth Equity Services
Massachusetts
$16.4M +$169K +463 +1%
SMDAM
354
Sumitomo Mitsui DS Asset Management
Japan
$16.4M +$383K +1,047 +2%
SSWM
355
Smith Salley Wealth Management
North Carolina
$16.1M +$630K +1,725 +4%
SCA
356
Snowden Capital Advisors
New York
$16M -$325K -890 -2%
MME
357
Meag Munich Ergo
Germany
$16M +$99K +271 +0.6%
TAM
358
Troy Asset Management
United Kingdom
$15.9M – – –
X
359
Xponance
Pennsylvania
$15.8M +$350K +957 +2%
PAM
360
Peak Asset Management
Colorado
$15.4M -$85.5K -234 -0.6%
Luther King Capital Management (LKCM)
361
Luther King Capital Management (LKCM)
Texas
$15.4M +$917K +2,510 +6%
NLGIA
362
Nippon Life Global Investors Americas
New York
$15M -$135K -370 -0.9%
AM
363
AGF Management
Ontario, Canada
$14.9M -$1.14M -3,122 -7%
CA
364
Cetera Advisors
Colorado
$14.9M +$11.9M +32,472 +388%
MCM
365
Maple Capital Management
Vermont
$14.7M +$358K +980 +2%
RHAM
366
Round Hill Asset Management
California
$14.7M -$2.03M -5,545 -12%
BL
367
Bleichroeder LP
New York
$14.6M – – –
SOADOR
368
State of Alaska Department of Revenue
Alaska
$14.1M -$718K -1,965 -5%
Creative Planning
369
Creative Planning
Kansas
$14M +$751K +2,056 +6%
N
370
Natixis
France
$13.8M +$11.6M +31,669 +521%
BBVA
371
Banco Bilbao Vizcaya Argentaria
Spain
$13.5M -$1.32M -3,633 -9%
PRIG
372
Payden & Rygel Investment Group
California
$13.5M +$13.5M +36,890 New
PR
373
Payden & Rygel
California
$13.5M +$13.5M +36,890 New
Man Group
374
Man Group
United Kingdom
$13.4M -$10.5M -26,197 Closed
PFP
375
Pinnacle Financial Partners
Tennessee
$13.2M +$189K +518 +1%
13 14
15
16 17