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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 %
UB
651
UMB Bank
Missouri
$3.05M +$365 +1 +0%
PI
652
PEAK6 Investments
Illinois
$3.04M +$3.01M +8,239 +11,443%
SFI
653
Siemens Fonds Invest
Germany
$3.04M – – –
CW
654
Connectus Wealth
Ohio
$3.02M -$50.5K -279 -2%
DSC
655
Duncker Streett & Co
Missouri
$3.02M +$350K +958 +13%
SC
656
Scotia Capital
Ontario, Canada
$3.01M +$368K +1,008 +14%
VA
657
Vident Advisory
Georgia
$3.01M +$3.01M +8,233 New
SICM
658
Sustainable Insight Capital Management
New York
$2.98M -$512K -1,400 -15%
TCM
659
Twin Capital Management
Pennsylvania
$2.92M +$1.45M +3,970 +99%
KNW
660
Kesler Norman & Wride
Utah
$2.9M -$205K -560 -7%
AAS
661
Avantax Advisory Services
Texas
$2.9M +$354K +968 +14%
WSC
662
Wellington Shields & Co
New York
$2.89M – – –
SWP
663
Stratos Wealth Partners
Ohio
$2.88M +$187K +511 +7%
ORAM
664
One River Asset Management
Connecticut
$2.87M +$2.87M +7,789 New
FP
665
Factorial Partners
New York
$2.85M – – –
PI
666
Pettee Investors
Connecticut
$2.84M – – –
AP
667
Arlington Partners
Alabama
$2.84M +$2.75M +7,527 +3,060%
AT
668
Arlington Trust
Alabama
$2.84M +$2.84M +7,773 New
KIA
669
Knollwood Investment Advisory
Maryland
$2.83M – – –
FDS
670
Freedom Day Solutions
Texas
$2.8M +$1.46K +4 +0.1%
VanEck Associates
671
VanEck Associates
New York
$2.8M +$210K +574 +8%
CIAS
672
CFS Investment Advisory Services
New Jersey
$2.8M -$9.86K -27 -0.4%
MMA
673
Mizuho Markets Americas
New York
$2.79M +$2.79M +7,644 New
LJAC
674
L.J. Altfest & Co
New York
$2.79M -$253K -691 -8%
RAM
675
Readystate Asset Management
Illinois
$2.78M +$2.78M +7,620 New
25 26
27
28 29