SPGI icon

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 %
SI
626
Stephens Inc
Arkansas
$4.4M -$1.35M -3,057 -23%
QCM
627
Quantinno Capital Management
New York
$4.39M +$1.38M +3,142 +46%
CFM
628
Coronation Fund Managers
South Africa
$4.37M +$676K +1,534 +18%
ASN
629
Advisory Services Network
Georgia
$4.36M -$211K -478 -5%
NC
630
NovaPoint Capital
Georgia
$4.32M -$222K -504 -5%
AssetMark Inc
631
AssetMark Inc
California
$4.32M +$371K +843 +9%
RWM
632
RBA Wealth Management
California
$4.31M +$4.31M +9,775 New
MWA
633
Meridian Wealth Advisors
Texas
$4.27M +$164K +373 +4%
ZB
634
Zions Bancorporation
Utah
$4.26M +$130K +296 +3%
RIM
635
Reliant Investment Management
Tennessee
$4.22M +$25.6K +58 +0.6%
BCM
636
BlueMar Capital Management
Florida
$4.19M -$2.07M -4,693 -33%
CC
637
Cannell & Co
New York
$4.18M -$4.41K -10 -0.1%
RJT
638
Raymond James Trust
Florida
$4.13M +$8.81K +20 +0.2%
NO
639
Ninety One
South Africa
$4.11M – – –
Credit Agricole
640
Credit Agricole
France
$4.08M -$3.7M -8,403 -48%
PGIM
641
Pacific Global Investment Management
California
$4.06M -$17.2K -39 -0.4%
PVI
642
Pine Valley Investments
New Jersey
$4.04M +$816K +1,853 +25%
THWM
643
Taylor Hoffman Wealth Management
Virginia
$4.02M +$176K +399 +5%
PWP
644
Private Wealth Partners
California
$3.99M +$27.3K +62 +0.7%
QCM
645
Qsemble Capital Management
New York
$3.96M +$3.12M +7,085 +373%
AAM
646
Azzad Asset Management
Virginia
$3.91M -$66.1K -150 -2%
SFI
647
Siemens Fonds Invest
Germany
$3.89M +$234K +532 +6%
BIM
648
Baldwin Investment Management
Pennsylvania
$3.86M +$70.5K +160 +2%
MIH
649
Meitav Investment House
Israel
$3.85M -$88.2K -200 -2%
FHB
650
First Hawaiian Bank
Hawaii
$3.84M -$463K -1,051 -11%
24 25
26
27 28