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S&P Global
SPGI

Overview Fund Activity

1,752 hedge funds and large institutions have $123B invested in S&P Global in 2023 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 625 increasing their positions, 633 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
+138
Holders Change %
+8.55%
% of All Funds
25.68%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.1%
New
259
Increased
625
Reduced
633
Closed
96
Calls
$750M
Puts
$1.46B
Net Calls
-$706M
Net Calls Change
-$143M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.91B
2
Citadel Advisors
Citadel Advisors
Florida
+$437M
3
Capital International Investors
Capital International Investors
California
+$272M
4
Bank of America
Bank of America
North Carolina
+$226M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$151M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$806M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Jennison Associates
Jennison Associates
New York
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
551
Banque Cantonale Vaudoise
Switzerland
$5.98M +$956K +2,170 +19%
LIP
552
Lighthouse Investment Partners
Florida
$5.92M +$5.92M +13,449 New
MHC
553
Meyer Handelman Company
New York
$5.91M – – –
MPWT
554
MassMutual Private Wealth & Trust
Connecticut
$5.91M +$362K +822 +7%
MFG
555
Merit Financial Group
Georgia
$5.9M -$491K -1,115 -8%
FWTB
556
First Western Trust Bank
Colorado
$5.87M -$233K -529 -4%
CGA
557
Compound Global Advisors
Washington
$5.84M – – –
GIM
558
Generate Investment Management
New Zealand
$5.84M +$5.84M +13,255 New
MLICM
559
Metropolitan Life Insurance Company (MetLife)
New York
$5.81M -$121K -274 -2%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$5.8M +$178K +403 +3%
ECM
561
Everence Capital Management
Indiana
$5.8M +$656K +1,490 +13%
CM
562
Crestline Management
Texas
$5.79M +$180K +408 +3%
MMA
563
Miracle Mile Advisors
California
$5.76M -$98.7K -224 -2%
FFA
564
Fragasso Financial Advisors
Pennsylvania
$5.76M -$177K -401 -3%
MMA
565
Mizuho Markets Americas
New York
$5.72M +$2.36M +5,351 +70%
IC
566
IEQ Capital
California
$5.72M +$590K +1,339 +12%
JAM
567
Jupiter Asset Management
United Kingdom
$5.66M -$7.41M -16,814 -57%
EOJOAM
568
E. Ohman J:or Asset Management
Sweden
$5.64M -$925K -2,100 -14%
CHAM
569
Clear Harbor Asset Management
Connecticut
$5.62M -$3.97K -9 -0.1%
ST
570
Sentinel Trust
Texas
$5.61M – – –
HCMT
571
Highland Capital Management (Tennessee)
Tennessee
$5.47M +$30.8K +70 +0.6%
KIA
572
KCM Investment Advisors
California
$5.46M -$459K -1,043 -8%
IAA
573
Independent Advisor Alliance
North Carolina
$5.43M +$101K +230 +2%
BPC
574
Banque Pictet & Cie
Switzerland
$5.42M -$648K -1,472 -11%
KIA
575
Knollwood Investment Advisory
Maryland
$5.42M +$2M +4,548 +59%
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