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S&P Global
SPGI

Overview Fund Activity

1,752 hedge funds and large institutions have $123B invested in S&P Global in 2023 Q4 according to their latest regulatory filings, with 259 funds opening new positions, 625 increasing their positions, 633 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
+138
Holders Change %
+8.55%
% of All Funds
25.68%
Holding in Top 10
75
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+29.31%
% of All Funds
1.1%
New
259
Increased
625
Reduced
633
Closed
96
Calls
$750M
Puts
$1.46B
Net Calls
-$706M
Net Calls Change
-$143M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.91B
2
Citadel Advisors
Citadel Advisors
Florida
+$437M
3
Capital International Investors
Capital International Investors
California
+$272M
4
Bank of America
Bank of America
North Carolina
+$226M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$151M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$806M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Jennison Associates
Jennison Associates
New York
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
701
Olstein Capital Management
New York
$3.08M -$661K -1,500 -18%
RWP
702
RWA Wealth Partners
Massachusetts
$3.07M +$3.07M +6,964 New
FWM
703
Fortress Wealth Management
California
$3.06M +$441 +1 +0%
BCM
704
Brasada Capital Management
Texas
$3.04M +$3.04M +6,905 New
FTDI
705
First Trust Direct Indexing
Massachusetts
$3.04M +$317K +720 +12%
VI
706
Vestcor Inc
New Brunswick, Canada
$3.03M -$32.6K -74 -1%
BOH
707
Bank of Hawaii
Hawaii
$3.03M -$307K -698 -9%
CAC
708
Certified Advisory Corp
Florida
$3.02M -$196K -445 -6%
CIAS
709
CFS Investment Advisory Services
New Jersey
$3M -$370K -839 -11%
VF
710
Virtu Financial
New York
$2.98M -$1.35M -3,069 -31%
MCB
711
Morton Community Bank
Illinois
$2.98M +$2.98M +6,764 New
HI
712
Horizon Investments
North Carolina
$2.97M +$380K +862 +15%
LTAS
713
Linden Thomas Advisory Services
North Carolina
$2.96M +$213K +483 +8%
HF
714
HRT Financial
New York
$2.96M +$2.96M +6,712 New
S
715
SignatureFD
Georgia
$2.93M +$304K +691 +12%
LFS
716
Legacy Financial Strategies
Kansas
$2.92M -$13.2K -30 -0.5%
CG
717
Caprock Group
Idaho
$2.91M +$582K +1,320 +25%
HA
718
Herold Advisors
New York
$2.9M -$881 -2 -0%
DAS
719
Dynamic Advisor Solutions
Arizona
$2.89M +$2.11M +4,927 +271%
HBT
720
Hills Bank & Trust
Iowa
$2.88M -$6.61K -15 -0.2%
Nomura Holdings
721
Nomura Holdings
Japan
$2.88M +$2.47M +5,603 +606%
CSIC
722
Clifford Swan Investment Counsel
California
$2.86M -$35.2K -80 -1%
EF
723
Empowered Funds
Pennsylvania
$2.84M +$258K +586 +10%
Fisher Asset Management
724
Fisher Asset Management
Washington
$2.81M +$26.4K +60 +0.9%
BFG
725
Bleakley Financial Group
New Jersey
$2.81M +$451K +1,024 +19%
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