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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 %
GH
726
GAM Holding
Switzerland
$2.81M +$8.81K +20 +0.3%
SS
727
Simplicity Solutions
Minnesota
$2.8M +$444K +1,007 +19%
CIC
728
Chilton Investment Company
Connecticut
$2.77M +$688K +1,561 +33%
WHAM
729
Windmill Hill Asset Management
United Kingdom
$2.77M – – –
FFA
730
First Foundation Advisors
California
$2.75M -$1.13M -2,566 -29%
CCM
731
Coldstream Capital Management
Washington
$2.74M +$569K +1,291 +26%
GS
732
GTS Securities
New York
$2.71M +$1.13M +2,560 +71%
CI
733
Ceera Investments
Texas
$2.71M -$13.2K -30 -0.5%
CCG
734
Cypress Capital Group
Florida
$2.7M -$59.5K -135 -2%
PAG
735
Private Advisor Group
New Jersey
$2.67M +$311K +707 +13%
TPA
736
Trivium Point Advisory
Connecticut
$2.66M +$39.2K +89 +1%
CS
737
Cannell & Spears
New York
$2.66M -$46.3K -105 -2%
ROTUOC
738
Regents of the University of California
California
$2.64M – – –
RWM
739
Ritholtz Wealth Management
New York
$2.63M +$93.8K +213 +4%
IB
740
Intrust Bank
Kansas
$2.62M -$19.4K -44 -0.7%
LT
741
Lindsell Train
United Kingdom
$2.6M – – –
VSQM
742
V-Square Quantitative Management
Illinois
$2.56M +$1.07M +2,427 +72%
SIM
743
Sterling Investment Management
Arizona
$2.54M -$33K -75 -1%
TYCC
744
Texas Yale Capital Corp
Florida
$2.54M +$62.1K +141 +3%
HCA
745
Harbor Capital Advisors
Illinois
$2.53M +$4.85K +11 +0.2%
DIM
746
Delta Investment Management
California
$2.53M -$285K -646 -10%
TCOV
747
Trust Company of Vermont
Vermont
$2.53M -$130K -295 -5%
CICC
748
Capital Investment Counsel (Colorado)
Colorado
$2.52M +$2.52M +5,716 New
MWM
749
Meridian Wealth Management
Kentucky
$2.51M +$2.51M +5,707 New
OIS
750
Okabena Investment Services
Minnesota
$2.51M +$599K +1,359 +31%
28 29
30
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