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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 %
SWM
451
Segment Wealth Management
Texas
$7.94M +$247K +715 +3%
CC
452
Centiva Capital
New York
$7.86M +$5.65M +16,400 +257%
PWC
453
PYA Waltman Capital
Tennessee
$7.82M -$312K -904 -4%
CAN
454
Cetera Advisor Networks
California
$7.77M +$189K +547 +2%
FC
455
Fulcrum Capital
Washington
$7.77M -$39.6K -115 -0.5%
MML Investors Services
456
MML Investors Services
Massachusetts
$7.74M -$1.14M -3,319 -13%
CQS
457
Credential Qtrade Securities
$7.7M -$54.5K -158 -0.7%
PM
458
Phraction Management
Connecticut
$7.68M +$772K +2,239 +11%
RT
459
Rockland Trust
Massachusetts
$7.65M +$941K +2,730 +14%
WTC
460
WhitTier Trust Company
Nevada
$7.62M +$290K +840 +4%
KWM
461
Kingsview Wealth Management
Oregon
$7.61M -$2.07K -6 -0%
GT
462
Glenview Trust
Kentucky
$7.58M +$719K +2,086 +10%
CIS
463
Capital International Sarl
California
$7.53M +$3.74M +10,843 +99%
GP
464
Girard Partners
Pennsylvania
$7.49M +$861K +2,497 +13%
CS
465
Comerica Securities
Michigan
$7.39M -$72.4K -210 -1%
CJL
466
Cyrus J. Lawrence
New York
$7.39M -$26.2K -76 -0.4%
LSERS
467
Louisiana State Employees Retirement System
Louisiana
$7.38M -$34.5K -100 -0.5%
BCM
468
Bayesian Capital Management
New York
$7.38M +$7.38M +21,400 New
MPIA
469
Mountain Pacific Investment Advisers
Idaho
$7.33M -$194K -563 -3%
TC
470
Tenere Capital
New York
$7.23M -$3.57M -10,350 -33%
PIM
471
Penobscot Investment Management
Massachusetts
$7.21M -$217K -630 -3%
Pacer Advisors
472
Pacer Advisors
Pennsylvania
$7.14M +$6.88M +19,944 +2,593%
M
473
MOTCO
Texas
$7.11M +$7.05M +20,450 +12,029%
EAMA
474
EFG Asset Management (Americas)
Florida
$7.11M -$920K -2,668 -11%
CGH
475
Crossmark Global Holdings
Texas
$7.06M -$484K -1,405 -6%
17 18
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