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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$261M
2
BlackRock
BlackRock
New York
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
4
SGA
Sustainable Growth Advisers
Connecticut
+$122M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$116M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
-$584M
2
State Street
State Street
Massachusetts
-$295M
3
N
Natixis
France
-$212M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$211M
5
Capital World Investors
Capital World Investors
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
401
Commerce Bank
Missouri
$11.1M -$847K -2,456 -7%
PIM
402
Progressive Investment Management
Oregon
$11M +$123K +357 +1%
P2P
403
Phase 2 Partners
California
$10.8M -$657K -1,906 -6%
NWM
404
Nicola Wealth Management
British Columbia, Canada
$10.8M – – –
BBA
405
Baader Bank Aktiengesellschaft
Germany
$10.7M +$2.92M +8,482 +37%
CIA
406
Covington Investment Advisors
Pennsylvania
$10.6M +$6.55K +19 +0.1%
Creative Planning
407
Creative Planning
Kansas
$10.4M -$490K -1,422 -5%
Balyasny Asset Management
408
Balyasny Asset Management
Illinois
$10.3M -$125M -362,444 -92%
JHA
409
Jackson Hill Advisors
Texas
$10.3M – – –
Wealthfront Advisers
410
Wealthfront Advisers
California
$10.3M +$798K +2,314 +8%
DSAM
411
Dock Street Asset Management
Florida
$10.2M +$52.8K +153 +0.5%
AI
412
Atria Investments
North Carolina
$10.2M +$378K +1,096 +4%
B
413
Bailard
California
$10.1M +$4.48K +13 +0%
HWAM
414
Hennion & Walsh Asset Management
New Jersey
$9.91M -$175K -509 -2%
CCM
415
Cinctive Capital Management
New York
$9.86M +$9.86M +28,586 New
TWC
416
TD Waterhouse Canada
Ontario, Canada
$9.8M +$317K +891 +3%
FNT
417
First National Trust
Pennsylvania
$9.79M +$93.1K +270 +1%
HKAM
418
Horizon Kinetics Asset Management
New York
$9.67M -$4.24M -12,294 -30%
DC
419
Davenport & Co
Virginia
$9.67M -$663K -1,924 -6%
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$9.56M +$1.21M +3,514 +15%
TCA
421
Transcend Capital Advisors
New Jersey
$9.54M -$63.8K -185 -0.7%
VF
422
Vest Financial
Virginia
$9.49M -$995K -2,887 -9%
EDRH
423
Edmond de Rothschild Holding
Switzerland
$9.45M +$1.87M +5,428 +25%
SAM
424
Securian Asset Management
Minnesota
$9.4M -$34.5K -100 -0.4%
B
425
Bellecapital
Switzerland
$9.31M +$39.6K +115 +0.4%
15 16
17
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