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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 %
WP
776
WealthShield Partners
North Carolina
$1.67M +$60K +174 +4%
AIC
777
Argus Investors Counsel
New York
$1.67M -$4.14K -12 -0.2%
BWL
778
Bogart Wealth LLC
Virginia
$1.67M +$44.8K +130 +3%
CCG
779
Chatham Capital Group
Georgia
$1.61M -$17.2K -50 -1%
Verition Fund Management
780
Verition Fund Management
Connecticut
$1.6M -$2.41K -7 -0.2%
IWC
781
Integrated Wealth Concepts
Massachusetts
$1.59M +$822K +2,385 +107%
AMM
782
American Money Management
California
$1.56M +$54.8K +159 +4%
MG
783
Mather Group
Illinois
$1.55M -$820K -2,380 -35%
WCM
784
Whitener Capital Management
North Carolina
$1.55M -$207K -600 -12%
MC
785
Machina Capital
France
$1.54M +$1.19M +3,442 +332%
CAM
786
Congress Asset Management
Massachusetts
$1.53M +$284K +823 +23%
GLR
787
Great Lakes Retirement
Ohio
$1.53M +$1.53M +4,435 New
LT
788
Lindsell Train
United Kingdom
$1.52M – – –
XT
789
XTX Topco
Cayman Islands
$1.49M +$1.49M +4,329 New
BB
790
Bell Bank
North Dakota
$1.49M -$90K -261 -6%
CGA
791
Channing Global Advisors
Florida
$1.49M -$266K -772 -15%
PWAG
792
Polaris Wealth Advisory Group
California
$1.48M – – –
ACM
793
Ashford Capital Management
Delaware
$1.48M +$9.31K +27 +0.6%
CGIM
794
Capital Group Investment Management
Singapore
$1.47M -$128K -370 -8%
ICM
795
IMS Capital Management
Oregon
$1.47M +$10.3K +30 +0.7%
CPC
796
Consolidated Planning Corp
Georgia
$1.46M -$46.9K -136 -3%
CGL
797
Clarius Group LLC
Washington
$1.45M -$141K -410 -9%
GIA
798
Gladstone Institutional Advisory
Florida
$1.45M -$605K -1,756 -29%
LCM
799
Legato Capital Management
California
$1.45M +$93.8K +272 +7%
AWM
800
Avitas Wealth Management
California
$1.45M -$8.62K -25 -0.6%
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