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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 %
HIMCH
451
Hartford Investment Management Co (HIMCO)
Connecticut
$8.26M -$308K -842 -4%
PM
452
Phraction Management
Connecticut
$8.24M +$76.4K +209 +0.9%
WTC
453
WhitTier Trust Company
Nevada
$8.21M +$64.3K +176 +0.8%
BBA
454
BLB&B Advisors
Pennsylvania
$8.21M -$22.7K -62 -0.3%
PWC
455
PYA Waltman Capital
Tennessee
$8.19M +$59.9K +164 +0.7%
KWM
456
Kingsview Wealth Management
Oregon
$8.12M +$6.21K +17 +0.1%
FC
457
Fulcrum Capital
Washington
$7.98M -$109K -298 -1%
CJL
458
Cyrus J. Lawrence
New York
$7.92M +$15.3K +42 +0.2%
CIS
459
Capital International Sarl
California
$7.88M -$582K -1,594 -7%
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$7.74M +$597K +1,634 +8%
AC
461
AMS Capital
Brazil
$7.72M +$1.8M +4,919 +30%
M
462
MOTCO
Texas
$7.59M +$35.4K +97 +0.5%
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$7.53M +$38K +104 +0.5%
CS
464
Comerica Securities
Michigan
$7.53M -$371K -1,015 -5%
MCM
465
Mattern Capital Management
Colorado
$7.48M +$413K +1,130 +6%
PIM
466
Penobscot Investment Management
Massachusetts
$7.46M -$66.9K -183 -0.9%
CQS
467
Credential Qtrade Securities
$7.39M -$423K -1,157 -5%
AAM
468
Advisors Asset Management
Colorado
$7.38M -$93.2K -255 -1%
LSERS
469
Louisiana State Employees Retirement System
Louisiana
$7.38M -$36.5K -100 -0.5%
SIA
470
Sit Investment Associates
Minnesota
$7.38M +$1.38M +3,765 +23%
MPIA
471
Mountain Pacific Investment Advisers
Idaho
$7.37M -$250K -685 -3%
HWAM
472
Hennion & Walsh Asset Management
New Jersey
$7.25M -$1.46M -3,985 -17%
SCM
473
Silvant Capital Management
Georgia
$7.25M -$166K -455 -2%
KA
474
Kintegral Advisory
New York
$7.2M -$4.39K -12 -0.1%
AA
475
ALPS Advisors
Colorado
$7.17M -$21.2M -58,057 -75%
17 18
19
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