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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 %
IMRF
726
Illinois Municipal Retirement Fund
Illinois
$2.15M – – –
EF
727
Empowered Funds
Pennsylvania
$2.14M +$254K +695 +13%
CAM
728
Cozad Asset Management
Illinois
$2.14M -$961K -2,631 -31%
WP
729
WealthShield Partners
North Carolina
$2.14M +$301K +823 +16%
SIM
730
Sterling Investment Management
Arizona
$2.14M +$661K +1,810 +45%
FFM
731
Fullerton Fund Management
Singapore
$2.12M -$32.5M -88,922 -94%
TPA
732
Trivium Point Advisory
Connecticut
$2.12M +$6.06K +17 +0.3%
DS
733
DRW Securities
Illinois
$2.11M -$598K -1,636 -22%
RWM
734
Ritholtz Wealth Management
New York
$2.1M +$83.7K +229 +4%
HCA
735
Harbor Capital Advisors
Illinois
$2.1M +$4.39K +12 +0.2%
MG
736
Mather Group
Illinois
$2.08M +$368K +1,006 +21%
TYCC
737
Texas Yale Capital Corp
Florida
$2.06M – – –
AT
738
Arden Trust
Delaware
$2M +$571K +1,562 +40%
WCA
739
Waratah Capital Advisors
Ontario, Canada
$1.99M -$429K -1,173 -18%
Dodge & Cox
740
Dodge & Cox
California
$1.97M -$73.1K -200 -4%
CK
741
Cohen Klingenstein
New York
$1.97M – – –
OCA
742
Otter Creek Advisors
Florida
$1.97M +$1.97M +5,400 New
WP
743
WealthPLAN Partners
Nebraska
$1.96M +$1.21M +3,321 +162%
BFG
744
Bleakley Financial Group
New Jersey
$1.96M -$151K -412 -7%
SS
745
Simplicity Solutions
Minnesota
$1.96M -$132K -361 -6%
PAG
746
Private Advisor Group
New Jersey
$1.95M -$4.02K -11 -0.2%
Lido Advisors
747
Lido Advisors
California
$1.95M +$83K +227 +4%
CG
748
Caprock Group
Idaho
$1.93M +$156K +427 +9%
GKFF
749
George Kaiser Family Foundation
Oklahoma
$1.92M – – –
BRC
750
Bishop Rock Capital
New York
$1.92M -$2.78M -7,610 -59%
28 29
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