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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 %
VI
651
Vestcor Inc
New Brunswick, Canada
$3.03M -$202K -505 -6%
BPA
652
Beacon Pointe Advisors
California
$3M -$1.16M -2,897 -28%
WJWM
653
Williams Jones Wealth Management
New York
$2.99M +$232K +579 +8%
SC
654
Settian Capital
New York
$2.98M – – –
DS
655
DRW Securities
Illinois
$2.97M +$2.97M +7,413 New
SWP
656
Stratos Wealth Partners
Ohio
$2.96M +$409K +1,020 +16%
BFW
657
Brady Family Wealth
Missouri
$2.95M +$34.5K +86 +1%
BFM
658
Boston Financial Management
Massachusetts
$2.93M +$22.5K +56 +0.8%
CAC
659
Certified Advisory Corp
Florida
$2.93M -$237K -590 -7%
DSC
660
Duncker Streett & Co
Missouri
$2.93M +$163K +406 +6%
CIA
661
Choate Investment Advisors
Massachusetts
$2.91M -$4.01K -10 -0.1%
CTI
662
Community Trust & Investment
Kentucky
$2.9M +$2.9M +7,234 New
SC
663
Scotia Capital
Ontario, Canada
$2.9M -$218K -543 -7%
TRCT
664
Tower Research Capital (TRC)
New York
$2.88M -$3.39M -8,446 -54%
VanEck Associates
665
VanEck Associates
New York
$2.85M -$7.91M -19,741 -74%
CF
666
Centaurus Financial
California
$2.84M +$537K +1,339 +23%
BHPW
667
Beverly Hills Private Wealth
California
$2.83M +$2.83M +7,318 New
First Trust Advisors
668
First Trust Advisors
Illinois
$2.83M -$4.42M -11,027 -61%
SLI
669
Sumitomo Life Insurance
Japan
$2.82M -$52.9K -132 -2%
IP
670
Interval Partners
New York
$2.81M +$2.81M +7,000 New
AAS
671
Avantax Advisory Services
Texas
$2.79M +$60.1K +150 +2%
FWM
672
Fortress Wealth Management
California
$2.78M – – –
IUHSA
673
Itau Unibanco Holding S.A.
Brazil
$2.75M -$2.77M -6,920 -50%
PVI
674
Pine Valley Investments
New Jersey
$2.73M +$1.16M +2,895 +74%
SCC
675
Steel Canyon Capital
Arizona
$2.73M +$2.73M +6,808 New
25 26
27
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