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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 %
BWL
601
Bogart Wealth LLC
Virginia
$4.83M +$348K +789 +8%
PA
602
PFG Advisors
Arizona
$4.77M -$11K -25 -0.2%
P
603
Pitcairn
Pennsylvania
$4.77M +$696K +1,580 +17%
FM
604
Freemont Management
Switzerland
$4.76M – – –
DSC
605
Duncker Streett & Co
Missouri
$4.7M +$1.06M +2,410 +29%
BZWA
606
Blue Zone Wealth Advisors
California
$4.68M +$186K +422 +4%
CIP
607
Chartwell Investment Partners
Pennsylvania
$4.68M +$824K +1,871 +21%
BS
608
Banco Santander
Spain
$4.66M -$154K -350 -3%
AI
609
Aperture Investors
New York
$4.62M -$528K -1,198 -10%
OAM
610
Ostrum Asset Management
France
$4.61M +$326K +740 +8%
EF
611
Empirical Finance
Pennsylvania
$4.6M +$31.3K +71 +0.7%
LGWM
612
Litman Gregory Wealth Management
California
$4.58M -$2.64K -6 -0.1%
FCH
613
Freestone Capital Holdings
Washington
$4.58M +$150K +341 +3%
AF
614
Alerus Financial
North Dakota
$4.58M +$59.5K +135 +1%
UF
615
Univest Financial
Pennsylvania
$4.54M +$19.4K +44 +0.4%
NMIMC
616
Northwestern Mutual Investment Management Company
Wisconsin
$4.52M -$7.49K -17 -0.2%
LGF
617
LGT Group Foundation
Liechtenstein
$4.49M -$215K -486 -5%
NA
618
NewEdge Advisors
Louisiana
$4.47M -$237K -536 -5%
SF
619
Synovus Financial
Georgia
$4.46M -$224K -508 -5%
DGAM
620
Desjardins Global Asset Management
Quebec, Canada
$4.45M -$107K -243 -2%
CCG
621
Cloverfields Capital Group
Minnesota
$4.44M +$202K +459 +5%
SYBT
622
Stock Yards Bank & Trust
Kentucky
$4.43M -$342K -776 -7%
SSB
623
Sandy Spring Bank
Maryland
$4.41M +$3.97K +9 +0.1%
KM
624
KP Management
Minnesota
$4.41M +$4.41M +10,000 New
DI
625
Diligent Investors
California
$4.4M – – –
23 24
25
26 27