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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 %
HBT
701
Hills Bank & Trust
Iowa
$2.3M – – –
HA
702
Herold Advisors
New York
$2.3M -$259K -750 -10%
CCG
703
Cypress Capital Group
Florida
$2.27M -$238K -689 -9%
JWCA
704
J.W. Coons Advisors
Ohio
$2.26M – – –
BS
705
Bessemer Securities
New York
$2.26M -$165K -478 -7%
SIA
706
Sit Investment Associates
Minnesota
$2.23M +$2.2M +6,395 +9,992%
DIM
707
Delta Investment Management
California
$2.22M -$57.2K -166 -3%
OC
708
Oakmont Corp
California
$2.2M – – –
SWP
709
Stratos Wealth Partners
Ohio
$2.19M -$84.8K -246 -4%
GH
710
GAM Holding
Switzerland
$2.19M +$22.1K +64 +1%
CA
711
Cetera Advisors
Colorado
$2.18M +$65.9K +191 +3%
TMAM
712
Tokio Marine Asset Management
Japan
$2.18M +$282K +817 +15%
CS
713
Cannell & Spears
New York
$2.17M -$44.8K -130 -2%
WHAM
714
Windmill Hill Asset Management
United Kingdom
$2.17M – – –
GKFF
715
George Kaiser Family Foundation
Oklahoma
$2.17M – – –
IB
716
Intrust Bank
Kansas
$2.16M +$60.7K +176 +3%
SICM
717
Sustainable Insight Capital Management
New York
$2.16M +$522K +1,514 +32%
CI
718
Ceera Investments
Texas
$2.13M – – –
FA
719
FDx Advisors
Illinois
$2.12M – – –
Fisher Asset Management
720
Fisher Asset Management
Washington
$2.11M +$1.02M +2,944 +93%
FTDI
721
First Trust Direct Indexing
Massachusetts
$2.1M +$247K +716 +13%
VIA
722
Vident Investment Advisory
Georgia
$2.07M +$209K +607 +11%
ROTUOC
723
Regents of the University of California
California
$2.07M – – –
HFA
724
Harbert Fund Advisors
Alabama
$2.07M +$690K +2,000 +50%
LFS
725
Legacy Financial Strategies
Kansas
$2.06M +$194K +563 +10%
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