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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 %
SI
551
Stephens Inc
Arkansas
$4.77M -$259K -708 -5%
GL
552
GHE LLC
Tennessee
$4.77M -$5.48K -15 -0.1%
CHAM
553
Clear Harbor Asset Management
Connecticut
$4.67M +$331K +906 +8%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$4.67M +$36.5K +100 +0.8%
CM
555
Crestline Management
Texas
$4.66M +$2.8M +7,676 +152%
ST
556
Sentinel Trust
Texas
$4.65M +$94.6K +259 +2%
APG Asset Management
557
APG Asset Management
Netherlands
$4.63M -$36.5K -100 -0.8%
SHFA
558
SS&H Financial Advisors
Michigan
$4.62M +$4.62M +12,639 New
MPWT
559
MassMutual Private Wealth & Trust
Connecticut
$4.6M -$54.8K -150 -1%
HCMT
560
Highland Capital Management (Tennessee)
Tennessee
$4.51M -$373K -1,020 -8%
Acadian Asset Management
561
Acadian Asset Management
Massachusetts
$4.5M +$4.29M +11,749 +2,072%
IAA
562
Independent Advisor Alliance
North Carolina
$4.42M +$40.6K +111 +0.9%
MCM
563
Mitchell Capital Management
Kansas
$4.31M +$8.04K +22 +0.2%
BPA
564
Beacon Pointe Advisors
California
$4.28M +$1.54M +4,220 +56%
AI
565
Aperture Investors
New York
$4.27M -$150K -410 -3%
KRSITF
566
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.27M -$31.8K -87 -0.7%
IC
567
IEQ Capital
California
$4.25M +$90.6K +248 +2%
EW
568
Evoke Wealth
California
$4.25M +$169K +463 +4%
TBA
569
Tower Bridge Advisors
Pennsylvania
$4.22M -$18.6K -51 -0.4%
MC
570
Mount Capital
United Kingdom
$4.22M – – –
BCV
571
Banque Cantonale Vaudoise
Switzerland
$4.17M -$303K -829 -7%
NRS
572
Neville Rodie & Shaw
New York
$4.17M -$12.8K -35 -0.3%
PAS
573
Park Avenue Securities
New York
$4.12M -$119K -325 -3%
KAS
574
Kestra Advisory Services
Texas
$4.11M +$300K +820 +8%
MWM
575
Madison Wealth Management
Ohio
$4.06M -$49.7K -136 -1%
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