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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 %
OCM
651
Olstein Capital Management
New York
$2.93M -$517K -1,500 -15%
BRCM
652
Bright Rock Capital Management
Massachusetts
$2.93M – – –
BOSSRA
653
B.O.S.S. Retirement Advisors
Utah
$2.9M -$22.4K -65 -0.8%
CGA
654
Compound Global Advisors
Washington
$2.9M – – –
THWM
655
Taylor Hoffman Wealth Management
Virginia
$2.9M +$16.9K +49 +0.6%
TNB
656
Thomasville National Bank
Georgia
$2.9M – – –
SFI
657
Siemens Fonds Invest
Germany
$2.88M -$13.1K -38 -0.5%
Parallax Volatility Advisers
658
Parallax Volatility Advisers
California
$2.87M -$7.27M -21,093 -72%
FFA
659
First Foundation Advisors
California
$2.87M +$262K +761 +10%
LJAC
660
L.J. Altfest & Co
New York
$2.86M +$2.76K +8 +0.1%
CW
661
Connectus Wealth
Ohio
$2.85M +$653K +3,991 +30%
QC
662
Quadrature Capital
United Kingdom
$2.84M +$2.84M +8,240 New
UB
663
UMB Bank
Missouri
$2.8M -$345 -1 -0%
SAM
664
Stansberry Asset Management
Texas
$2.8M +$1.33M +3,852 +90%
QT
665
Quantbot Technologies
New York
$2.79M +$2.79M +8,099 New
EF
666
Empirical Finance
Pennsylvania
$2.78M +$154K +446 +6%
MHC
667
Meyer Handelman Company
New York
$2.78M +$870K +2,524 +46%
VI
668
Vestcor Inc
New Brunswick, Canada
$2.78M -$10.7K -31 -0.4%
FMC
669
First Merchants Corp
Indiana
$2.76M +$210K +608 +8%
BOH
670
Bank of Hawaii
Hawaii
$2.74M +$101K +293 +4%
CAC
671
Certified Advisory Corp
Florida
$2.73M -$55.2K -160 -2%
WSC
672
Wellington Shields & Co
New York
$2.72M -$172K -500 -6%
IC
673
IEQ Capital
California
$2.69M +$182K +529 +7%
FP
674
Factorial Partners
New York
$2.69M – – –
AssetMark Inc
675
AssetMark Inc
California
$2.69M +$383K +1,111 +17%
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