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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 %
NO
626
Ninety One
South Africa
$3.42M -$103K -281 -3%
MWA
627
Meridian Wealth Advisors
Texas
$3.41M +$84.8K +232 +3%
PGIM
628
Pacific Global Investment Management
California
$3.38M -$13.5K -37 -0.4%
P
629
Pitcairn
Pennsylvania
$3.38M -$79.3K -217 -2%
Connor, Clark & Lunn Investment Management (CC&L)
630
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.36M -$20.6M -56,302 -86%
VIM
631
Vinva Investment Management
Australia
$3.35M +$106K +288 +3%
AAM
632
Azzad Asset Management
Virginia
$3.3M -$167K -456 -5%
PWP
633
Private Wealth Partners
California
$3.29M -$18.3K -50 -0.6%
AssetMark Inc
634
AssetMark Inc
California
$3.28M +$167K +457 +5%
MIH
635
Meitav Investment House
Israel
$3.27M -$93.3K -255 -3%
AWM
636
Apollon Wealth Management
South Carolina
$3.24M +$378K +1,034 +13%
BFA
637
Brendel Financial Advisors
New Hampshire
$3.24M +$1.05M +2,876 +48%
FFA
638
First Foundation Advisors
California
$3.22M +$156K +428 +5%
CIP
639
Chartwell Investment Partners
Pennsylvania
$3.19M -$92.8K -254 -3%
Capstone Investment Advisors
640
Capstone Investment Advisors
New York
$3.19M +$2.19M +5,998 +220%
THWM
641
Taylor Hoffman Wealth Management
Virginia
$3.19M +$3.65K +10 +0.1%
CTC
642
Central Trust Company
Missouri
$3.15M -$377K -1,032 -11%
BIM
643
Baldwin Investment Management
Pennsylvania
$3.15M +$183K +502 +6%
YIH
644
Y-Intercept (HK)
Hong Kong
$3.14M +$3.14M +8,593 New
EB
645
Eastern Bank
Massachusetts
$3.14M +$2.18M +5,965 +228%
QIM
646
Quantitative Investment Management
Virginia
$3.12M +$3.12M +8,538 New
OCM
647
Olstein Capital Management
New York
$3.11M – – –
BRCM
648
Bright Rock Capital Management
Massachusetts
$3.11M – – –
TNB
649
Thomasville National Bank
Georgia
$3.06M -$7.31K -20 -0.2%
CFM
650
Coronation Fund Managers
South Africa
$3.06M -$524K -1,435 -15%
24 25
26
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