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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 %
MCM
576
Mitchell Capital Management
Kansas
$5.42M +$222K +504 +4%
WIM
577
Waverton Investment Management
United Kingdom
$5.4M -$858K -1,946 -14%
CIA
578
Choate Investment Advisors
Massachusetts
$5.37M +$1.01M +2,285 +23%
KA
579
Kerrisdale Advisers
Florida
$5.35M -$2.23M -5,070 -29%
MAM
580
Mirabaud Asset Management
United Kingdom
$5.34M +$5.34M +12,124 New
KPWS
581
Kestra Private Wealth Services
Texas
$5.3M +$683K +1,551 +15%
CCM
582
Candlestick Capital Management
Connecticut
$5.29M +$5.29M +12,000 New
SHFA
583
SS&H Financial Advisors
Michigan
$5.24M -$331K -752 -6%
PAS
584
Park Avenue Securities
New York
$5.14M +$169K +384 +3%
SC
585
Scholtz & Company
Connecticut
$5.11M -$1.1M -2,487 -18%
CCFCSB
586
Cape Cod Five Cents Savings Bank
Massachusetts
$5.09M -$5.62M -12,765 -52%
MC
587
Mount Capital
United Kingdom
$5.09M – – –
AMI
588
Amica Mutual Insurance
Rhode Island
$5.09M -$816K -1,853 -14%
KRSITF
589
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.08M -$63.4K -144 -1%
BPA
590
Beacon Pointe Advisors
California
$5.07M -$83.3K -189 -2%
FMC
591
First Merchants Corp
Indiana
$5.04M +$895K +2,031 +22%
NRS
592
Neville Rodie & Shaw
New York
$5.03M – – –
AWS
593
Atria Wealth Solutions
New York
$5.02M +$424K +963 +9%
GIA
594
GHP Investment Advisors
Colorado
$5.01M +$147K +334 +3%
VIM
595
Vinva Investment Management
Australia
$5M +$980K +2,219 +24%
KAS
596
Kestra Advisory Services
Texas
$4.98M +$22K +50 +0.4%
FCI
597
Financial Counselors Inc
Kansas
$4.88M +$167K +378 +4%
BCP
598
Bluegrass Capital Partners
Florida
$4.85M +$4.85M +11,000 New
CTA
599
Chesley Taft & Associates
Illinois
$4.84M +$119K +269 +3%
TBA
600
Tower Bridge Advisors
Pennsylvania
$4.83M -$259K -587 -5%
22 23
24
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