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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 %
LGF
576
LGT Group Foundation
Liechtenstein
$4.26M -$49.3K -123 -1%
CTA
577
Chesley Taft & Associates
Illinois
$4.26M +$94.2K +235 +2%
MHC
578
Meyer Handelman Company
New York
$4.24M +$1.01M +2,520 +31%
GIA
579
GHP Investment Advisors
Colorado
$4.23M +$201K +518 +5%
ASN
580
Advisory Services Network
Georgia
$4.21M +$159K +397 +4%
KAS
581
Kestra Advisory Services
Texas
$4.18M -$72.2K -180 -2%
NMIMC
582
Northwestern Mutual Investment Management Company
Wisconsin
$4.15M -$401 -1 -0%
RWP
583
Ridgecrest Wealth Partners
California
$4.12M -$117K -292 -3%
FCI
584
Financial Counselors Inc
Kansas
$4.09M +$327K +816 +9%
SF
585
Synovus Financial
Georgia
$4.08M -$265K -662 -6%
VIA
586
Vident Investment Advisory
Georgia
$4.06M +$1.65M +4,129 +69%
DI
587
Diligent Investors
California
$4M -$60.1K -150 -1%
RA
588
Rockingstone Advisors
Massachusetts
$4M -$2K -5 -0.1%
NC
589
NovaPoint Capital
Georgia
$3.99M -$20.8K -52 -0.5%
ECM
590
Everence Capital Management
Indiana
$3.97M – – –
AWS
591
Atria Wealth Solutions
New York
$3.95M +$1.14M +2,854 +41%
CFM
592
Coronation Fund Managers
South Africa
$3.93M -$1.18M -2,955 -23%
SAM
593
Silvercrest Asset Management
New York
$3.92M +$907K +2,262 +30%
SSB
594
Sandy Spring Bank
Maryland
$3.9M +$35.3K +88 +0.9%
BFM
595
Boothbay Fund Management
New York
$3.89M -$6.79M -16,944 -64%
CTC
596
Central Trust Company
Missouri
$3.87M -$868K -2,164 -18%
CCG
597
Cloverfields Capital Group
Minnesota
$3.87M +$177K +442 +5%
VMPIC
598
Varma Mutual Pension Insurance Co
Finland
$3.86M -$820K -2,045 -18%
KPWS
599
Kestra Private Wealth Services
Texas
$3.86M +$69.8K +174 +2%
NO
600
Ninety One
South Africa
$3.85M -$358K -893 -9%
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