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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 %
MG
751
Mather Group
Illinois
$2.47M -$38.3K -87 -2%
CF
752
Centaurus Financial
California
$2.45M -$630K -1,431 -20%
SICM
753
Sustainable Insight Capital Management
New York
$2.45M -$1.15M -2,600 -32%
WP
754
WealthPLAN Partners
Nebraska
$2.44M +$74.4K +169 +3%
DEA
755
DoubleLine ETF Adviser
Florida
$2.4M +$193K +439 +9%
MA
756
Montag & Associates
Georgia
$2.39M +$92.5K +210 +4%
AI
757
Atom Investors
Texas
$2.38M -$1.78M -4,046 -43%
Dodge & Cox
758
Dodge & Cox
California
$2.38M – – –
CK
759
Cohen Klingenstein
New York
$2.38M – – –
CRA
760
Clear Rock Advisors
Texas
$2.34M +$2.34M +5,355 New
SCTC
761
Sanibel Captiva Trust Company
Florida
$2.34M +$2.34M +5,323 New
APGDR
762
Absoluto Partners Gestao de Recursos
Brazil
$2.32M +$215K +489 +10%
RWP
763
Ridgecrest Wealth Partners
California
$2.3M -$441K -1,000 -16%
WR
764
WD Rutherford
Oregon
$2.28M -$2.22K -5 -0.1%
MAM
765
Madison Asset Management
Wisconsin
$2.26M +$1.11M +2,528 +97%
HIP
766
Harrell Investment Partners
Texas
$2.25M +$45.4K +103 +2%
CAM
767
Cypress Asset Management
Texas
$2.24M -$15.9K -36 -0.7%
AG
768
Ascent Group
Virginia
$2.24M +$151K +352 +7%
NIM
769
NEOS Investment Management
Connecticut
$2.24M +$543K +1,233 +32%
CPC
770
Consolidated Planning Corp
Georgia
$2.23M +$137K +310 +7%
AG
771
AIA Group
Hong Kong
$2.22M +$220K +499 +11%
AIC
772
Argus Investors Counsel
New York
$2.21M +$8.37K +19 +0.4%
VFM
773
Viking Fund Management
North Dakota
$2.2M – – –
MIA
774
MMBG Investment Advisors
Florida
$2.18M -$22K -50 -1%
EBT
775
Enterprise Bank & Trust
Massachusetts
$2.18M – – –
29 30
31
32 33