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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 %
AG
751
Ascent Group
Virginia
$1.83M -$275K -798 -13%
RWM
752
Ritholtz Wealth Management
New York
$1.82M -$169K -490 -8%
EWM
753
Elite Wealth Management
Washington
$1.82M -$10K -29 -0.5%
MIA
754
MMBG Investment Advisors
Florida
$1.82M – – –
WR
755
WD Rutherford
Oregon
$1.79M -$8.62K -25 -0.5%
BAM
756
Belpointe Asset Management
Nevada
$1.78M +$140K +405 +9%
LAIC
757
Lederer & Associates Investment Counsel
California
$1.76M -$1.38K -4 -0.1%
QCM
758
Quantinno Capital Management
New York
$1.73M +$317K +920 +22%
AI
759
AXS Investments
New York
$1.73M +$17.6K +51 +1%
S
760
SignatureFD
Georgia
$1.73M -$12.1K -35 -0.7%
CWM
761
Chemistry Wealth Management
New York
$1.72M +$49K +142 +3%
FFG
762
Frisch Financial Group
New York
$1.72M – – –
VFM
763
Viking Fund Management
North Dakota
$1.72M – – –
AFM
764
Anson Funds Management
Texas
$1.72M +$1.72M +5,000 New
WP
765
WealthPLAN Partners
Nebraska
$1.72M -$1.22M -3,550 -42%
CAM
766
Cypress Asset Management
Texas
$1.72M -$29.3K -85 -2%
RSWM
767
Robertson Stephens Wealth Management
California
$1.72M -$73.1K -212 -4%
SC
768
Skylands Capital
Wisconsin
$1.72M – – –
BRWA
769
B. Riley Wealth Advisors
Florida
$1.71M +$165K +480 +11%
MYIA
770
Mount Yale Investment Advisors
Colorado
$1.71M -$275K -799 -14%
CG
771
Caprock Group
Idaho
$1.7M +$57.6K +167 +3%
HIP
772
Harrell Investment Partners
Texas
$1.7M +$89.9K +261 +6%
SW
773
Solidarity Wealth
Utah
$1.7M +$1.7M +4,926 New
AIM
774
Anchor Investment Management
South Carolina
$1.69M +$188K +545 +13%
AAP
775
Arax Advisory Partners
Colorado
$1.68M +$34.8K +101 +2%
29 30
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