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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 %
QCM
701
Quantinno Capital Management
New York
$2.5M +$503K +1,376 +25%
SCM
702
Shelton Capital Management
Colorado
$2.47M +$1.72M +4,700 +227%
HA
703
Herold Advisors
New York
$2.41M -$28.5K -78 -1%
CSIC
704
Clifford Swan Investment Counsel
California
$2.4M +$1.72M +4,720 +256%
HBT
705
Hills Bank & Trust
Iowa
$2.4M -$45.3K -124 -2%
DIM
706
Delta Investment Management
California
$2.34M +$13.2K +36 +0.6%
OC
707
Oakmont Corp
California
$2.34M – – –
GH
708
GAM Holding
Switzerland
$2.32M +$1.1K +3 +0%
Fisher Asset Management
709
Fisher Asset Management
Washington
$2.31M -$4.02K -11 -0.2%
WHAM
710
Windmill Hill Asset Management
United Kingdom
$2.3M – – –
CCG
711
Cypress Capital Group
Florida
$2.29M – – –
LTAS
712
Linden Thomas Advisory Services
North Carolina
$2.28M -$717K -1,961 -24%
RWP
713
Ridgecrest Wealth Partners
California
$2.28M -$1.48M -4,038 -39%
FTDI
714
First Trust Direct Indexing
Massachusetts
$2.26M +$130K +355 +6%
CI
715
Ceera Investments
Texas
$2.25M – – –
VCM
716
Vetamer Capital Management
California
$2.25M +$719K +1,969 +47%
CS
717
Cannell & Spears
New York
$2.24M -$37.3K -102 -2%
TCOV
718
Trust Company of Vermont
Vermont
$2.21M -$57.7K -158 -3%
ROTUOC
719
Regents of the University of California
California
$2.19M – – –
IB
720
Intrust Bank
Kansas
$2.19M -$70.2K -192 -3%
S
721
SignatureFD
Georgia
$2.18M +$111K +304 +5%
PAM
722
Panagora Asset Management
Massachusetts
$2.17M +$23.4K +64 +1%
MAM
723
Morse Asset Management
Connecticut
$2.16M -$18.3K -50 -0.8%
LT
724
Lindsell Train
United Kingdom
$2.16M – – –
HI
725
Horizon Investments
North Carolina
$2.15M +$48.6K +133 +2%
27 28
29
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