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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 %
ACM
651
Advisors Capital Management
New Jersey
$3.84M +$630K +1,431 +20%
CIC
652
Cutler Investment Counsel
Oregon
$3.83M +$2.02M +4,584 +112%
AAS
653
Avantax Advisory Services
Texas
$3.8M +$304K +691 +9%
BFA
654
Brendel Financial Advisors
New Hampshire
$3.8M -$110K -250 -3%
CTC
655
Central Trust Company
Missouri
$3.78M -$21.6K -49 -0.6%
CIA
656
Concurrent Investment Advisors
Florida
$3.77M +$3.77M +8,553 New
FCM
657
Fortis Capital Management
Washington
$3.75M +$2.4M +5,446 +177%
NC
658
Northcape Capital
Australia
$3.75M -$945K -2,146 -20%
BRCM
659
Bright Rock Capital Management
Massachusetts
$3.74M – – –
SC
660
Scotia Capital
Ontario, Canada
$3.73M +$104K +236 +3%
PCIA
661
Prime Capital Investment Advisors
Kansas
$3.72M +$3.41M +7,750 +1,101%
Impax Asset Management Group
662
Impax Asset Management Group
United Kingdom
$3.71M +$610K +1,385 +20%
FI
663
FJ Investments
Utah
$3.7M +$3.7M +8,400 New
TNB
664
Thomasville National Bank
Georgia
$3.69M – – –
UB
665
UMB Bank
Missouri
$3.69M +$7.05K +16 +0.2%
SWP
666
Stratos Wealth Partners
Ohio
$3.59M +$111K +252 +3%
SAM
667
Silvercrest Asset Management
New York
$3.59M +$335K +760 +10%
IMRF
668
Illinois Municipal Retirement Fund
Illinois
$3.54M +$958K +2,174 +37%
IWA
669
Invera Wealth Advisors
Oregon
$3.53M +$3.53M +8,023 New
GCM
670
Graham Capital Management
Connecticut
$3.52M -$23.9M -54,200 -87%
WFG
671
Wills Financial Group
Virginia
$3.5M +$156K +355 +5%
CW
672
Connectus Wealth
Ohio
$3.49M +$2.87M +77,548 +465%
VanEck Associates
673
VanEck Associates
New York
$3.48M +$104K +237 +3%
WSC
674
Wellington Shields & Co
New York
$3.48M – – –
TCM
675
Twin Capital Management
Pennsylvania
$3.47M -$43.6K -99 -1%
25 26
27
28 29