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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 %
TW
601
Transform Wealth
Colorado
$3.85M – – –
MCM
602
Moore Capital Management
New York
$3.85M -$2.41M -6,021 -39%
SICM
603
Sustainable Insight Capital Management
New York
$3.83M +$1.32M +3,295 +53%
CC
604
Cannell & Co
New York
$3.81M – – –
AAM
605
Azzad Asset Management
Virginia
$3.81M -$34.5K -86 -0.9%
P
606
Pitcairn
Pennsylvania
$3.79M +$866K +2,160 +30%
FHB
607
First Hawaiian Bank
Hawaii
$3.77M -$58.1K -145 -2%
EAMA
608
EFG Asset Management (Americas)
Florida
$3.77M -$4.49M -11,210 -54%
ECI
609
EFG Capital International
Florida
$3.77M +$3.77M +9,400 New
OAM
610
Ostrum Asset Management
France
$3.73M -$147K -366 -4%
PGIM
611
Pacific Global Investment Management
California
$3.73M -$52.5K -131 -1%
FCH
612
Freestone Capital Holdings
Washington
$3.71M +$194K +484 +6%
EF
613
Empirical Finance
Pennsylvania
$3.71M +$467K +1,166 +14%
RJT
614
Raymond James Trust
Florida
$3.67M -$107K -268 -3%
MWA
615
Meridian Wealth Advisors
Texas
$3.64M +$156K +390 +4%
PWP
616
Private Wealth Partners
California
$3.63M -$169K -421 -4%
MIH
617
Meitav Investment House
Israel
$3.62M -$154K -390 -4%
CIP
618
Chartwell Investment Partners
Pennsylvania
$3.61M -$2.41K -6 -0.1%
ZB
619
Zions Bancorporation
Utah
$3.56M -$319K -795 -8%
THWM
620
Taylor Hoffman Wealth Management
Virginia
$3.49M +$124K +309 +4%
VIM
621
Vinva Investment Management
Australia
$3.49M -$651K -1,644 -16%
TCA
622
Troluce Capital Advisors
Puerto Rico
$3.49M +$3.49M +8,700 New
SAM
623
Stansberry Asset Management
Texas
$3.43M +$166K +415 +5%
AssetMark Inc
624
AssetMark Inc
California
$3.41M +$289K +720 +9%
KNW
625
Kesler Norman & Wride
Utah
$3.41M -$29.3K -73 -0.9%
23 24
25
26 27