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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 %
OCM
626
Olstein Capital Management
New York
$3.41M – – –
BRCM
627
Bright Rock Capital Management
Massachusetts
$3.41M – – –
CAM
628
Cozad Asset Management
Illinois
$3.4M -$909K -2,268 -21%
FMC
629
First Merchants Corp
Indiana
$3.4M +$192K +478 +6%
TNB
630
Thomasville National Bank
Georgia
$3.37M – – –
FFA
631
First Foundation Advisors
California
$3.36M +$28.5K +71 +0.9%
CA
632
Cetera Advisors
Colorado
$3.36M +$821K +2,049 +32%
UB
633
UMB Bank
Missouri
$3.35M +$86.2K +215 +3%
LJAC
634
L.J. Altfest & Co
New York
$3.34M +$6.01K +15 +0.2%
CW
635
Connectus Wealth
Ohio
$3.31M -$87.5K -448 -3%
SFI
636
Siemens Fonds Invest
Germany
$3.31M -$13.2K -33 -0.4%
LTAS
637
Linden Thomas Advisory Services
North Carolina
$3.29M +$228K +568 +7%
Walleye Trading
638
Walleye Trading
New York
$3.27M -$6.32M -15,770 -66%
BIM
639
Baldwin Investment Management
Pennsylvania
$3.25M +$292K +729 +10%
WSC
640
Wellington Shields & Co
New York
$3.17M – – –
AWM
641
Apollon Wealth Management
South Carolina
$3.14M +$1.52M +3,789 +93%
BOH
642
Bank of Hawaii
Hawaii
$3.14M -$47.7K -119 -1%
Impax Asset Management Group
643
Impax Asset Management Group
United Kingdom
$3.13M -$320K -797 -9%
FP
644
Factorial Partners
New York
$3.13M – – –
PI
645
Pettee Investors
Connecticut
$3.12M – – –
KIA
646
Knollwood Investment Advisory
Maryland
$3.11M – – –
CIAS
647
CFS Investment Advisory Services
New Jersey
$3.08M +$32.9K +82 +1%
FDS
648
Freedom Day Solutions
Texas
$3.07M -$58.5K -146 -2%
IIM
649
INTECH Investment Management
Florida
$3.04M -$3.81M -9,513 -56%
FA
650
FDx Advisors
Illinois
$3.03M +$498K +1,243 +20%
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