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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 %
TW
626
Transform Wealth
Colorado
$3.31M +$1.24M +3,608 +60%
AAM
627
Azzad Asset Management
Virginia
$3.3M +$543K +1,576 +20%
FHB
628
First Hawaiian Bank
Hawaii
$3.29M +$288K +835 +10%
CC
629
Cannell & Co
New York
$3.28M – – –
MF
630
Magnetar Financial
Illinois
$3.27M +$412K +1,194 +14%
PWP
631
Private Wealth Partners
California
$3.27M -$85.5K -248 -3%
KPWS
632
Kestra Private Wealth Services
Texas
$3.26M +$872K +2,528 +36%
MIH
633
Meitav Investment House
Israel
$3.25M – – –
RJT
634
Raymond James Trust
Florida
$3.25M +$83.5K +242 +3%
PGIM
635
Pacific Global Investment Management
California
$3.25M -$175K -508 -5%
FCI
636
Financial Counselors Inc
Kansas
$3.24M +$185K +536 +6%
Twin Tree Management
637
Twin Tree Management
Texas
$3.22M +$3.22M +9,333 New
CCG
638
Cloverfields Capital Group
Minnesota
$3.18M +$521K +1,510 +20%
CC
639
Cipher Capital
New York
$3.17M +$3.17M +9,183 New
CFM
640
Capricorn Fund Managers
United Kingdom
$3.14M +$1.1M +3,200 +54%
CIP
641
Chartwell Investment Partners
Pennsylvania
$3.1M +$656K +1,902 +27%
UOC
642
UBS O'Connor
Illinois
$3.1M +$3.1M +9,000 New
YIH
643
Y-Intercept (HK)
Hong Kong
$3.08M +$1.22M +3,543 +66%
KJHP
644
K.J. Harrison & Partners
Ontario, Canada
$3.04M – – –
FCH
645
Freestone Capital Holdings
Washington
$3.03M -$66.9K -194 -2%
MJB
646
Mark J. Bradley
$3.02M +$525K +1,522 +21%
MWA
647
Meridian Wealth Advisors
Texas
$3M +$211K +611 +8%
Impax Asset Management Group
648
Impax Asset Management Group
United Kingdom
$2.97M -$91.4K -265 -3%
TCM
649
Teza Capital Management
Illinois
$2.96M +$2.24M +6,483 +307%
KNW
650
Kesler Norman & Wride
Utah
$2.96M -$122K -354 -4%
24 25
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