SPGI icon

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 %
MFG
526
Merit Financial Group
Georgia
$5.3M +$191K +524 +4%
LP
527
LMR Partners
United Kingdom
$5.3M -$31.1M -84,978 -85%
ATPW
528
Ashton Thomas Private Wealth
Arizona
$5.19M +$491K +1,343 +10%
BCM
529
BlueMar Capital Management
Florida
$5.19M -$510K -1,397 -9%
WIM
530
Waverton Investment Management
United Kingdom
$5.19M +$84.1K +230 +2%
CNB
531
Camden National Bank
Maine
$5.17M +$29.2K +80 +0.6%
BCM
532
Bancreek Capital Management
California
$5.16M -$700K -1,915 -12%
CTA
533
Colonial Trust Advisors
South Carolina
$5.16M -$96.1K -263 -2%
SC
534
Scholtz & Company
Connecticut
$5.15M -$541K -1,480 -10%
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.14M -$52.3K -143 -1%
MYLI
536
Meiji Yasuda Life Insurance
Japan
$5.08M +$464K +1,269 +10%
FWTB
537
First Western Trust Bank
Colorado
$5.07M -$171K -467 -3%
BPC
538
Banque Pictet & Cie
Switzerland
$5.03M -$5.67M -15,525 -53%
HA
539
Harbor Advisors
Florida
$4.99M +$975K +2,667 +24%
CA
540
Clearstead Advisors
Ohio
$4.99M +$2.5M +6,842 +100%
NRG
541
Nemes Rush Group
Michigan
$4.99M +$301K +823 +6%
BOSSRA
542
B.O.S.S. Retirement Advisors
Utah
$4.98M +$296K +810 +6%
FFA
543
Fragasso Financial Advisors
Pennsylvania
$4.92M -$143K -391 -3%
MLICM
544
Metropolitan Life Insurance Company (MetLife)
New York
$4.92M -$304K -831 -6%
KIA
545
KCM Investment Advisors
California
$4.91M +$21.2K +58 +0.4%
TRCT
546
Tower Research Capital (TRC)
New York
$4.91M +$2.28M +6,246 +87%
MHC
547
Meyer Handelman Company
New York
$4.91M +$1.04M +2,841 +27%
AMI
548
Amica Mutual Insurance
Rhode Island
$4.9M -$652K -1,784 -12%
MMA
549
Miracle Mile Advisors
California
$4.86M -$706K -1,932 -13%
CGA
550
Compound Global Advisors
Washington
$4.84M +$4.84M +13,255 New
20 21
22
23 24