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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 %
Parallax Volatility Advisers
576
Parallax Volatility Advisers
California
$4.05M +$1.71M +4,692 +73%
Squarepoint
577
Squarepoint
New York
$4.05M -$544K -1,489 -12%
AAF
578
Andra AP-fonden
Sweden
$4.02M +$2.23M +6,100 +124%
GIA
579
GHP Investment Advisors
Colorado
$4.01M +$46.9K +129 +1%
BCM
580
BTC Capital Management
Iowa
$4.01M +$5.12K +14 +0.1%
BS
581
Banco Santander
Spain
$3.99M +$78.2K +214 +2%
PA
582
PFG Advisors
Arizona
$3.96M -$40.9K -112 -1%
O
583
Ossiam
France
$3.96M +$63.9K +175 +2%
SYBT
584
Stock Yards Bank & Trust
Kentucky
$3.96M -$327K -894 -8%
FM
585
Freemont Management
Switzerland
$3.95M -$658K -1,800 -14%
DA
586
Duality Advisers
Florida
$3.92M +$3.5M +9,589 +842%
CTA
587
Chesley Taft & Associates
Illinois
$3.92M +$32.9K +90 +0.8%
FCI
588
Financial Counselors Inc
Kansas
$3.91M +$182K +498 +5%
LGF
589
LGT Group Foundation
Liechtenstein
$3.9M +$1.83K +5 +0%
NC
590
Northcape Capital
Australia
$3.9M -$618K -1,691 -14%
NA
591
NewEdge Advisors
Louisiana
$3.89M -$441K -1,206 -10%
SF
592
Synovus Financial
Georgia
$3.88M +$162K +444 +4%
TAM
593
Tocqueville Asset Management
New York
$3.87M -$18.3K -50 -0.5%
KPWS
594
Kestra Private Wealth Services
Texas
$3.83M +$308K +844 +9%
AWS
595
Atria Wealth Solutions
New York
$3.81M +$210K +574 +6%
LGWM
596
Litman Gregory Wealth Management
California
$3.81M +$3.81M +10,414 New
ASN
597
Advisory Services Network
Georgia
$3.8M -$44.2K -121 -1%
EF
598
Empirical Finance
Pennsylvania
$3.79M +$410K +1,122 +12%
DGAM
599
Desjardins Global Asset Management
Quebec, Canada
$3.78M -$5.19M -14,195 -58%
NC
600
NovaPoint Capital
Georgia
$3.77M +$136K +372 +4%
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