SPGI icon

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 %
CA
676
Clearstead Advisors
Ohio
$2.73M +$347K +866 +15%
WFG
677
Wills Financial Group
Virginia
$2.72M +$388K +967 +17%
MA
678
Montag & Associates
Georgia
$2.7M -$141K -352 -5%
HBT
679
Hills Bank & Trust
Iowa
$2.68M – – –
HA
680
Herold Advisors
New York
$2.67M – – –
WCA
681
Waratah Capital Advisors
Ontario, Canada
$2.65M -$3.04M -7,590 -53%
TMAM
682
Tokio Marine Asset Management
Japan
$2.64M +$105K +262 +4%
JWCA
683
J.W. Coons Advisors
Ohio
$2.63M – – –
BC
684
Brookfield Corp
Ontario, Canada
$2.6M +$1.05M +2,623 +68%
LFS
685
Legacy Financial Strategies
Kansas
$2.58M +$191K +476 +8%
Parallax Volatility Advisers
686
Parallax Volatility Advisers
California
$2.57M -$769K -1,917 -23%
OC
687
Oakmont Corp
California
$2.56M – – –
PCM
688
Pinnbrook Capital Management
New York
$2.56M +$2.56M +6,375 New
CC
689
Centiva Capital
New York
$2.55M -$6.58M -16,422 -72%
DIM
690
Delta Investment Management
California
$2.55M -$32.5K -81 -1%
GH
691
GAM Holding
Switzerland
$2.55M -$2.81K -7 -0.1%
AI
692
AXS Investments
New York
$2.55M +$538K +1,343 +27%
Fisher Asset Management
693
Fisher Asset Management
Washington
$2.54M +$87K +217 +4%
WHAM
694
Windmill Hill Asset Management
United Kingdom
$2.52M – – –
CCG
695
Cypress Capital Group
Florida
$2.51M -$127K -316 -5%
CS
696
Cannell & Spears
New York
$2.5M -$25.7K -64 -1%
TCOV
697
Trust Company of Vermont
Vermont
$2.48M +$232K +578 +10%
IB
698
Intrust Bank
Kansas
$2.48M -$38.9K -97 -2%
CI
699
Ceera Investments
Texas
$2.47M – – –
MJB
700
Mark J. Bradley
$2.47M -$1.05M -2,609 -30%
26 27
28
29 30