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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 %
GCM
751
Geneva Capital Management
Wisconsin
$1.94M +$485K +1,210 +33%
Tudor Investment Corp
752
Tudor Investment Corp
Connecticut
$1.92M -$30.4M -75,861 -94%
OIS
753
Okabena Investment Services
Minnesota
$1.92M -$276K -689 -13%
DEA
754
DoubleLine ETF Adviser
Florida
$1.91M +$449K +1,119 +31%
OIA
755
OneDigital Investment Advisors
Kansas
$1.9M +$885K +2,208 +87%
SFA
756
Sequoia Financial Advisors
Ohio
$1.9M +$595K +1,485 +46%
BIAS
757
Beacon Investment Advisory Services
New Jersey
$1.9M +$1.9M +4,730 New
MG
758
Mather Group
Illinois
$1.88M +$75.4K +188 +4%
AMM
759
American Money Management
California
$1.88M +$60.5K +151 +3%
CCG
760
Chatham Capital Group
Georgia
$1.87M – – –
AG
761
Ascent Group
Virginia
$1.85M -$199K -516 -10%
CPC
762
Consolidated Planning Corp
Georgia
$1.85M +$146K +365 +9%
IA
763
IFP Advisors
Florida
$1.81M -$145K -362 -7%
WCM
764
Whitener Capital Management
North Carolina
$1.8M – – –
GLR
765
Great Lakes Retirement
Ohio
$1.79M +$16.4K +41 +0.9%
LWAM
766
Legacy Wealth Asset Management
Minnesota
$1.78M +$307K +766 +21%
BRWA
767
B. Riley Wealth Advisors
Florida
$1.78M -$208K -518 -10%
CAM
768
Congress Asset Management
Massachusetts
$1.74M -$40.5K -101 -2%
CGL
769
Clarius Group LLC
Washington
$1.73M +$42.1K +105 +2%
MAS
770
Meeder Advisory Services
Ohio
$1.72M +$43.7K +109 +3%
FMAEN1
771
Fund Management at Engine No 1
California
$1.71M +$111K +278 +7%
CGIM
772
Capital Group Investment Management
Singapore
$1.71M – – –
CGA
773
Channing Global Advisors
Florida
$1.71M -$21.2K -53 -1%
MYIA
774
Mount Yale Investment Advisors
Colorado
$1.7M -$284K -708 -14%
BAM
775
Belpointe Asset Management
Nevada
$1.69M -$374K -934 -18%
29 30
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