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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 %
CA
726
Clearstead Advisors
Ohio
$2.05M +$17.9K +52 +0.9%
TPA
727
Trivium Point Advisory
Connecticut
$2.04M +$55.2K +160 +3%
CANY
728
Caxton Associates (New York)
New York
$2.03M +$2.03M +5,894 New
PAM
729
Panagora Asset Management
Massachusetts
$2.03M -$234K -679 -10%
IMRF
730
Illinois Municipal Retirement Fund
Illinois
$2.02M – – –
WFG
731
Wills Financial Group
Virginia
$2.01M +$513K +1,489 +34%
HCA
732
Harbor Capital Advisors
Illinois
$1.99M +$1.99M +5,763 New
CF
733
Centaurus Financial
California
$1.98M -$1.5M -4,340 -43%
TYCC
734
Texas Yale Capital Corp
Florida
$1.94M -$13.8K -40 -0.7%
TCOV
735
Trust Company of Vermont
Vermont
$1.94M -$50K -145 -3%
Dodge & Cox
736
Dodge & Cox
California
$1.93M -$69K -200 -3%
GC
737
Guardian Capital
Ontario, Canada
$1.92M +$114K +330 +6%
DWP
738
Daymark Wealth Partners
Ohio
$1.9M +$1.9M +5,511 New
SW
739
SVB Wealth
Massachusetts
$1.9M -$184K -535 -9%
OIS
740
Okabena Investment Services
Minnesota
$1.89M -$584M -1,694,531 -100%
EBT
741
Enterprise Bank & Trust
Massachusetts
$1.88M -$40K -116 -2%
SFA
742
Souders Financial Advisors
Ohio
$1.87M +$4.14K +12 +0.2%
Lido Advisors
743
Lido Advisors
California
$1.86M -$3.94M -11,439 -68%
CK
744
Cohen Klingenstein
New York
$1.86M – – –
IWS
745
Insight Wealth Strategies
California
$1.86M -$46.9K -136 -2%
Harris Associates
746
Harris Associates
Illinois
$1.86M -$482K -1,397 -21%
PAG
747
Private Advisor Group
New Jersey
$1.86M +$285K +828 +18%
MAM
748
Morse Asset Management
Connecticut
$1.85M +$1.6M +4,654 +667%
HI
749
Horizon Investments
North Carolina
$1.84M -$519K -1,506 -22%
EF
750
Empowered Funds
Pennsylvania
$1.84M +$1.84M +5,324 New
28 29
30
31 32