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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 %
WFG
676
Wills Financial Group
Virginia
$2.77M +$290K +794 +12%
BOH
677
Bank of Hawaii
Hawaii
$2.77M -$96.5K -264 -3%
HH
678
Hilltop Holdings
Texas
$2.73M +$1.98M +5,432 +268%
SC
679
Settian Capital
New York
$2.71M – – –
WJWM
680
Williams Jones Wealth Management
New York
$2.71M -$21.6K -59 -0.8%
SAM
681
Silvercrest Asset Management
New York
$2.7M -$873K -2,390 -24%
BFM
682
Boston Financial Management
Massachusetts
$2.67M -$1.46K -4 -0.1%
PVI
683
Pine Valley Investments
New Jersey
$2.67M +$179K +490 +7%
CAC
684
Certified Advisory Corp
Florida
$2.67M -$6.94K -19 -0.3%
ACM
685
Advisors Capital Management
New Jersey
$2.66M +$2.31M +6,314 +652%
MSK
686
Melissa S. Kampmann
$2.66M +$2.66M +7,266 New
SEC
687
Seven Eight Capital
New York
$2.65M +$2.26M +6,184 +579%
TMAM
688
Tokio Marine Asset Management
Japan
$2.64M +$239K +654 +10%
SLI
689
Sumitomo Life Insurance
Japan
$2.64M +$70.2K +192 +3%
BFW
690
Brady Family Wealth
Missouri
$2.63M -$56.3K -154 -2%
Walleye Trading
691
Walleye Trading
New York
$2.61M -$377K -1,032 -13%
ACM
692
Aquatic Capital Management
Illinois
$2.6M +$2.6M +7,120 New
AAP
693
Arax Advisory Partners
Colorado
$2.6M +$829K +2,269 +47%
CTI
694
Community Trust & Investment
Kentucky
$2.58M -$68K -186 -3%
LFS
695
Legacy Financial Strategies
Kansas
$2.57M +$85K +220 +3%
Impax Asset Management Group
696
Impax Asset Management Group
United Kingdom
$2.57M -$283K -775 -10%
CF
697
Centaurus Financial
California
$2.56M -$27.8K -76 -1%
TF
698
Threadgill Financial
Texas
$2.55M +$2.55M +6,950 New
VI
699
Vestcor Inc
New Brunswick, Canada
$2.54M -$217K -593 -8%
FWM
700
Fortress Wealth Management
California
$2.54M +$1.83K +5 +0.1%
26 27
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