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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 %
OIAM
476
OFI Invest Asset Management
France
$7.08M -$2.38M -6,885 -25%
GT
477
Glenmede Trust
Pennsylvania
$7.05M -$387K -1,058 -5%
CPH
478
C Partners Holding
Switzerland
$7.02M – – –
RIM
479
Redwood Investment Management
Arizona
$6.93M -$612K -1,676 -8%
LI
480
LMCG Investments
Massachusetts
$6.92M -$384K -1,050 -5%
FHA
481
First Horizon Advisors
Tennessee
$6.91M -$137K -375 -2%
CII
482
Capital International Inc
California
$6.9M -$1.28M -3,502 -16%
ACM
483
Academy Capital Management
Texas
$6.89M -$78.6K -215 -1%
CA
484
Cornerstone Advisors
North Carolina
$6.87M +$2.78M +7,600 +68%
BMM
485
Buffington Mohr McNeal
Idaho
$6.85M -$112K -306 -2%
CPA
486
Court Place Advisors
Maryland
$6.84M -$39.1K -107 -0.6%
Thrivent Financial for Lutherans
487
Thrivent Financial for Lutherans
Minnesota
$6.83M -$110M -299,683 -94%
SAM
488
Stansberry Asset Management
Texas
$6.77M +$3.65M +9,989 +117%
DT
489
Diversified Trust
Tennessee
$6.77M +$1.49M +4,077 +28%
PAM
490
Peninsula Asset Management
Florida
$6.73M -$119K -325 -2%
TIM
491
Tikehau Investment Management
France
$6.7M -$3.44M -9,413 -34%
OBGC
492
O'Brien Greene & Co
Pennsylvania
$6.68M -$406K -1,110 -6%
PP
493
Prudential plc
United Kingdom
$6.66M +$81.9K +224 +1%
MGP
494
Metis Global Partners
California
$6.64M +$757K +2,071 +13%
JCM
495
Jag Capital Management
Missouri
$6.52M +$359K +983 +6%
Credit Agricole
496
Credit Agricole
France
$6.46M +$6.42M +17,570 +17,929%
GWM
497
GDS Wealth Management
Texas
$6.39M +$569K +1,557 +10%
CCM
498
Carderock Capital Management
Maryland
$6.37M -$175K -479 -3%
BHIA
499
Birch Hill Investment Advisors
Massachusetts
$6.36M +$10.6K +29 +0.2%
BAMCO Inc
500
BAMCO Inc
New York
$6.3M +$797K +2,182 +14%
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