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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 %
NMIMC
601
Northwestern Mutual Investment Management Company
Wisconsin
$3.75M -$27.8K -76 -0.7%
SCM
602
Sandler Capital Management
New York
$3.75M +$3.5M +9,566 +1,367%
UF
603
Univest Financial
Pennsylvania
$3.75M -$324K -886 -8%
AF
604
Alerus Financial
North Dakota
$3.75M -$2.8M -7,665 -43%
BZWA
605
Blue Zone Wealth Advisors
California
$3.73M +$3.73M +10,211 New
BWL
606
Bogart Wealth LLC
Virginia
$3.72M +$1.57M +4,303 +73%
RA
607
Rockingstone Advisors
Massachusetts
$3.68M +$42.4K +116 +1%
FCH
608
Freestone Capital Holdings
Washington
$3.68M +$293K +801 +9%
Los Angeles Capital Management
609
Los Angeles Capital Management
California
$3.67M -$6.09M -16,666 -62%
SSB
610
Sandy Spring Bank
Maryland
$3.66M +$97.9K +268 +3%
DI
611
Diligent Investors
California
$3.65M – – –
CIA
612
Choate Investment Advisors
Massachusetts
$3.62M +$968K +2,649 +36%
ECM
613
ExodusPoint Capital Management
New York
$3.61M +$3.61M +9,870 New
VF
614
Virtu Financial
New York
$3.6M +$3.6M +9,838 New
FHB
615
First Hawaiian Bank
Hawaii
$3.57M +$132K +360 +4%
CCM
616
Cinctive Capital Management
New York
$3.56M -$11.1M -30,415 -76%
OAM
617
Ostrum Asset Management
France
$3.56M +$152K +417 +4%
CCG
618
Cloverfields Capital Group
Minnesota
$3.51M -$16.1K -44 -0.5%
EAMA
619
EFG Asset Management (Americas)
Florida
$3.49M +$50.1K +137 +1%
RIM
620
Reliant Investment Management
Tennessee
$3.48M +$3.48M +9,530 New
CC
621
Cannell & Co
New York
$3.47M – – –
AI
622
Atom Investors
Texas
$3.45M +$3.09M +8,455 +851%
FMC
623
First Merchants Corp
Indiana
$3.44M +$341K +933 +11%
ZB
624
Zions Bancorporation
Utah
$3.42M +$178K +487 +5%
RJT
625
Raymond James Trust
Florida
$3.42M +$75.6K +207 +2%
23 24
25
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