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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
Harris Associates
726
Harris Associates
Illinois
$2.1M -$66.1K -165 -3%
SFA
727
Souders Financial Advisors
Ohio
$2.09M -$84.2K -210 -4%
NW
728
NewEdge Wealth
Pennsylvania
$2.09M +$1.34M +3,352 +181%
WR
729
WD Rutherford
Oregon
$2.08M – – –
EF
730
Empowered Funds
Pennsylvania
$2.07M -$65.3K -163 -3%
EST
731
EA Series Trust
Pennsylvania
$2.07M +$2.07M +5,161 New
EBT
732
Enterprise Bank & Trust
Massachusetts
$2.07M -$121K -303 -6%
SW
733
SVB Wealth
Massachusetts
$2.06M -$143K -356 -6%
IWC
734
Integrated Wealth Concepts
Massachusetts
$2.06M +$212K +529 +11%
Lido Advisors
735
Lido Advisors
California
$2.04M -$123K -307 -6%
CAM
736
Cypress Asset Management
Texas
$2.04M +$42.1K +105 +2%
CM
737
Crestline Management
Texas
$2.03M -$2.69M -6,708 -57%
WP
738
WealthShield Partners
North Carolina
$2.01M +$67.8K +169 +3%
CWM
739
Chemistry Wealth Management
New York
$2.01M +$6.82K +17 +0.3%
AIM
740
Anchor Investment Management
South Carolina
$2.01M +$42.9K +107 +2%
VFM
741
Viking Fund Management
North Dakota
$2M – – –
RSWM
742
Robertson Stephens Wealth Management
California
$1.97M -$23.3K -58 -1%
LAIC
743
Lederer & Associates Investment Counsel
California
$1.97M -$71.8K -179 -4%
AIC
744
Argus Investors Counsel
New York
$1.97M +$24.9K +62 +1%
AAF
745
Andra AP-fonden
Sweden
$1.97M -$3.33M -8,300 -63%
MIA
746
MMBG Investment Advisors
Florida
$1.96M -$102K -260 -5%
SC
747
Skylands Capital
Wisconsin
$1.95M -$40.1K -100 -2%
CG
748
Caprock Group
Idaho
$1.95M -$33.3K -83 -2%
HIP
749
Harrell Investment Partners
Texas
$1.94M -$33.3K -83 -2%
AAP
750
Arax Advisory Partners
Colorado
$1.94M -$8.02K -20 -0.4%
28 29
30
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