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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
+$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 %
DSAM
376
Dock Street Asset Management
Florida
$13.1M +$1.01M +2,761 +8%
AIM
377
Achmea Investment Management
Netherlands
$12.6M +$8.36M +22,882 +200%
Wealthfront Advisers
378
Wealthfront Advisers
California
$12.5M -$207K -566 -2%
IP
379
Interval Partners
New York
$12.3M +$9.73M +26,632 +380%
Carson Wealth (CWM LLC)
380
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$107K -294 -0.9%
MYAM
381
Meiji Yasuda Asset Management
Japan
$12.2M +$560K +1,533 +5%
QIM
382
Quest Investment Management
Oregon
$12M +$802K +2,194 +7%
CFB
383
Cullen/Frost Bankers
Texas
$12M -$312K -854 -3%
MC
384
Montag & Caldwell
Georgia
$11.9M +$11.9M +32,633 New
AI
385
Atria Investments
North Carolina
$11.9M +$671K +1,837 +6%
PCH
386
Polar Capital Holdings
United Kingdom
$11.8M +$1.05M +2,881 +10%
PAS
387
Professional Advisory Services
Florida
$11.8M -$481K -1,316 -4%
SAM
388
Shell Asset Management
Netherlands
$11.7M -$5.08M -13,888 -30%
CAPTRUST Financial Advisors
389
CAPTRUST Financial Advisors
North Carolina
$11.7M +$2.19K +6 +0%
HNB
390
Huntington National Bank
Ohio
$11.6M -$132K -362 -1%
CGH
391
Crossmark Global Holdings
Texas
$11.5M +$3.44M +9,298 +42%
NWM
392
Nicola Wealth Management
British Columbia, Canada
$11.4M – – –
CB
393
Commerce Bank
Missouri
$11.4M -$11.7K -32 -0.1%
PIM
394
Progressive Investment Management
Oregon
$11.4M -$92.4K -253 -0.8%
CA
395
Claar Advisors
New York
$11.4M – – –
JHA
396
Jackson Hill Advisors
Texas
$11.3M – – –
CIA
397
Covington Investment Advisors
Pennsylvania
$11.3M +$53K +145 +0.5%
GI
398
GAMCO Investors
Connecticut
$11.1M -$4.25M -11,642 -28%
CAM
399
Clio Asset Management
Virginia
$11M -$85.1K -233 -0.8%
GIBU
400
Gulf International Bank (UK)
United Kingdom
$11M -$1.14M -3,126 -9%
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