SPGI icon

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 %
PI
676
Pettee Investors
Connecticut
$2.68M – – –
SC
677
Scotia Capital
Ontario, Canada
$2.68M -$532K -1,542 -17%
FDS
678
Freedom Day Solutions
Texas
$2.68M -$57.3K -167 -2%
KIA
679
Knollwood Investment Advisory
Maryland
$2.67M – – –
ONB
680
Old National Bancorp
Indiana
$2.63M +$237K +686 +10%
LTAS
681
Linden Thomas Advisory Services
North Carolina
$2.63M +$249K +721 +10%
CIAS
682
CFS Investment Advisory Services
New Jersey
$2.62M +$26.2K +76 +1%
SAM
683
Silvercrest Asset Management
New York
$2.59M +$31.7K +92 +1%
SC
684
Settian Capital
New York
$2.56M – – –
BIM
685
Baldwin Investment Management
Pennsylvania
$2.54M +$1.3M +3,770 +104%
P
686
Pitcairn
Pennsylvania
$2.52M +$372K +1,080 +17%
BFG
687
Bleakley Financial Group
New Jersey
$2.51M +$22.1K +64 +0.9%
SS
688
Simplicity Solutions
Minnesota
$2.51M +$1.56M +4,512 +163%
CIA
689
Choate Investment Advisors
Massachusetts
$2.51M -$6.9K -20 -0.3%
BFW
690
Brady Family Wealth
Missouri
$2.51M +$88.6K +257 +4%
BFM
691
Boston Financial Management
Massachusetts
$2.5M -$37.2K -108 -1%
SLI
692
Sumitomo Life Insurance
Japan
$2.47M -$14.8K -43 -0.6%
PI
693
PEAK6 Investments
Illinois
$2.45M +$174K +505 +8%
MA
694
Montag & Associates
Georgia
$2.44M -$185K -538 -7%
AWS
695
Atria Wealth Solutions
New York
$2.41M +$37.9K +110 +2%
FWM
696
Fortress Wealth Management
California
$2.39M – – –
DSC
697
Duncker Streett & Co
Missouri
$2.38M – – –
WJWM
698
Williams Jones Wealth Management
New York
$2.37M -$5.17K -15 -0.2%
CWA
699
CM Wealth Advisors
Ohio
$2.35M +$2.35M +6,907 New
AAS
700
Avantax Advisory Services
Texas
$2.35M +$525K +1,522 +29%
26 27
28
29 30