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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 %
LI
476
LMCG Investments
Massachusetts
$7.04M -$97.2K -282 -1%
GT
477
Glenmede Trust
Pennsylvania
$7.02M -$288K -836 -4%
OBGC
478
O'Brien Greene & Co
Pennsylvania
$6.99M -$35.9K -104 -0.5%
AAM
479
Advisors Asset Management
Colorado
$6.97M -$880K -2,552 -11%
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$6.91M -$342K -991 -5%
TA
481
TRB Advisors
New York
$6.9M +$6.9M +20,000 New
CPH
482
C Partners Holding
Switzerland
$6.87M -$581K -1,684 -8%
BMM
483
Buffington Mohr McNeal
Idaho
$6.84M +$140K +405 +2%
VF
484
Virtu Financial
New York
$6.81M +$6.52M +18,920 +2,296%
VPIM
485
Vanguard Personalized Indexing Management
California
$6.8M +$906K +2,627 +15%
KA
486
Kintegral Advisory
New York
$6.8M -$365K -1,059 -5%
SCM
487
Silvant Capital Management
Georgia
$6.79M -$69.6K -202 -1%
CII
488
Capital International Inc
California
$6.66M +$17.2K +50 +0.3%
ACM
489
Academy Capital Management
Texas
$6.61M -$5.72M -16,601 -46%
Cetera Investment Advisers
490
Cetera Investment Advisers
Illinois
$6.6M -$47.9K -139 -0.7%
MIM
491
Martin Investment Management
Florida
$6.6M -$200K -580 -3%
FHA
492
First Horizon Advisors
Tennessee
$6.56M -$29.7K -86 -0.4%
CPA
493
Court Place Advisors
Maryland
$6.54M -$26.2K -76 -0.4%
HT
494
HighTower Trust
Texas
$6.51M -$980 -3 -0%
PAM
495
Peninsula Asset Management
Florida
$6.5M -$63.8K -185 -1%
AIM
496
Artemis Investment Management
United Kingdom
$6.46M -$74K -215 -1%
MCM
497
Mattern Capital Management
Colorado
$6.37M +$274K +794 +4%
PCH
498
Polar Capital Holdings
United Kingdom
$6.35M – – –
FFA
499
Fragasso Financial Advisors
Pennsylvania
$6.3M +$261K +756 +4%
First Trust Advisors
500
First Trust Advisors
Illinois
$6.23M -$190M -551,273 -97%
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