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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$261M
2
BlackRock
BlackRock
New York
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
4
SGA
Sustainable Growth Advisers
Connecticut
+$122M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$116M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
-$584M
2
State Street
State Street
Massachusetts
-$295M
3
N
Natixis
France
-$212M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$211M
5
Capital World Investors
Capital World Investors
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
601
Harbor Advisors
Florida
$3.79M – – –
PA
602
PFG Advisors
Arizona
$3.78M -$62.1K -180 -2%
UF
603
Univest Financial
Pennsylvania
$3.76M -$178K -517 -5%
ATPW
604
Ashton Thomas Private Wealth
Arizona
$3.75M +$284K +825 +8%
SF
605
Synovus Financial
Georgia
$3.74M +$572K +1,658 +18%
LGF
606
LGT Group Foundation
Liechtenstein
$3.71M +$145K +420 +4%
CAM
607
Cozad Asset Management
Illinois
$3.71M +$307K +889 +9%
KAS
608
Kestra Advisory Services
Texas
$3.66M -$5.05M -14,656 -58%
RWP
609
Ridgecrest Wealth Partners
California
$3.64M – – –
NO
610
Ninety One
South Africa
$3.62M -$205K -596 -5%
HLCM
611
Hickory Lane Capital Management
New York
$3.62M +$172K +500 +5%
CTA
612
Chesley Taft & Associates
Illinois
$3.58M +$503K +1,460 +16%
GIA
613
GHP Investment Advisors
Colorado
$3.58M +$65.2K +189 +2%
BPA
614
Beacon Pointe Advisors
California
$3.58M +$588K +1,704 +20%
VIM
615
Vinva Investment Management
Australia
$3.57M +$3.57M +10,455 New
NMIMC
616
Northwestern Mutual Investment Management Company
Wisconsin
$3.57M -$30.7K -89 -0.9%
PFO
617
Pathstone Family Office
New Jersey
$3.5M -$9.01M -26,114 -72%
DI
618
Diligent Investors
California
$3.5M – – –
ASN
619
Advisory Services Network
Georgia
$3.49M -$17.6K -51 -0.5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
620
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.48M -$4.13M -11,980 -54%
NC
621
NovaPoint Capital
Georgia
$3.45M +$99.6K +289 +3%
RA
622
Rockingstone Advisors
Massachusetts
$3.44M -$14.8K -43 -0.4%
OAM
623
Ostrum Asset Management
France
$3.34M +$3.34M +9,681 New
ZB
624
Zions Bancorporation
Utah
$3.34M +$389K +1,129 +13%
SSB
625
Sandy Spring Bank
Maryland
$3.33M -$61K -177 -2%
23 24
25
26 27