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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
501
GDS Wealth Management
Texas
$6.38M +$205K +511 +3%
MGWM
502
Marks Group Wealth Management
Minnesota
$6.37M -$18.4K -46 -0.3%
FNBOMD
503
First National Bank of Mount Dora
Florida
$6.26M +$632K +1,577 +11%
BCM
504
BlueMar Capital Management
Florida
$6.26M -$332K -828 -5%
SC
505
Scholtz & Company
Connecticut
$6.24M -$95.8K -239 -2%
BAM
506
Bell Asset Management
Australia
$6.15M -$651K -1,625 -10%
MMA
507
Miracle Mile Advisors
California
$6.11M +$24.9K +62 +0.4%
TAM
508
Thematics Asset Management
France
$6.1M +$465K +1,160 +8%
AMI
509
Amica Mutual Insurance
Rhode Island
$6.09M +$1.29M +3,214 +27%
BAMCO Inc
510
BAMCO Inc
New York
$6.04M +$1.31M +3,279 +28%
FTA
511
Financial & Tax Architects
Missouri
$5.99M +$27.7K +69 +0.5%
EOJOAM
512
E. Ohman J:or Asset Management
Sweden
$5.97M -$120K -300 -2%
TI
513
Tidal Investments
Wisconsin
$5.95M -$362K -902 -6%
CI
514
Capital International
California
$5.91M +$16.8K +42 +0.3%
DT
515
Diversified Trust
Tennessee
$5.8M -$34.1K -85 -0.6%
CTA
516
Colonial Trust Advisors
South Carolina
$5.77M -$171K -427 -3%
TC
517
TownSquare Capital
Utah
$5.76M +$577K +1,438 +11%
FWTB
518
First Western Trust Bank
Colorado
$5.75M -$171K -427 -3%
MLICM
519
Metropolitan Life Insurance Company (MetLife)
New York
$5.73M -$172K -430 -3%
LOAMS
520
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.7M -$43.3K -108 -0.8%
CNB
521
Camden National Bank
Maine
$5.64M -$7.62K -19 -0.1%
MFG
522
Merit Financial Group
Georgia
$5.6M +$280K +699 +5%
WIM
523
Waverton Investment Management
United Kingdom
$5.6M -$63.3K -158 -1%
SG Americas Securities
524
SG Americas Securities
New York
$5.57M -$1.24M -3,103 -18%
FFA
525
Fragasso Financial Advisors
Pennsylvania
$5.56M -$1.77M -4,412 -24%
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