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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 %
MA
751
Montag & Associates
Georgia
$1.9M -$555K -1,519 -23%
AG
752
Ascent Group
Virginia
$1.89M +$29.9K +77 +2%
IWC
753
Integrated Wealth Concepts
Massachusetts
$1.89M +$7.31K +20 +0.4%
WR
754
WD Rutherford
Oregon
$1.88M -$18.3K -50 -1%
NB
755
NBT Bank
New York
$1.87M +$1.13M +3,103 +153%
CAM
756
Cypress Asset Management
Texas
$1.87M +$14.6K +40 +0.8%
HIP
757
Harrell Investment Partners
Texas
$1.84M +$57.9K +158 +3%
DEA
758
DoubleLine ETF Adviser
Florida
$1.83M +$90.6K +248 +5%
MIA
759
MMBG Investment Advisors
Florida
$1.83M – – –
AIC
760
Argus Investors Counsel
New York
$1.83M +$34.4K +94 +2%
GCP
761
Garda Capital Partners
Minnesota
$1.83M +$1.83M +5,004 New
VFM
762
Viking Fund Management
North Dakota
$1.83M – – –
EBT
763
Enterprise Bank & Trust
Massachusetts
$1.81M -$78.6K -215 -4%
CCM
764
Coldstream Capital Management
Washington
$1.8M +$295K +808 +20%
AMM
765
American Money Management
California
$1.8M +$82.9K +227 +5%
RSWM
766
Robertson Stephens Wealth Management
California
$1.79M -$12.8K -35 -0.7%
LAIC
767
Lederer & Associates Investment Counsel
California
$1.79M -$12.4K -34 -0.7%
SC
768
Skylands Capital
Wisconsin
$1.78M – – –
AI
769
AXS Investments
New York
$1.76M -$556K -1,522 -24%
VHAM
770
Van Hulzen Asset Management
California
$1.76M +$1.46M +3,992 +483%
APGDR
771
Absoluto Partners Gestao de Recursos
Brazil
$1.74M +$200K +547 +13%
CPC
772
Consolidated Planning Corp
Georgia
$1.73M +$46.4K +127 +3%
CIC
773
Chilton Investment Company
Connecticut
$1.73M +$339K +929 +24%
BIAS
774
Beacon Investment Advisory Services
New Jersey
$1.73M +$1.1K +3 +0.1%
OIA
775
OneDigital Investment Advisors
Kansas
$1.72M -$9.5K -26 -0.5%
29 30
31
32 33