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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 %
GCM
776
Geneva Capital Management
Wisconsin
$1.72M -$47.1K -129 -3%
OTL
777
Oak Thistle LLC
New York
$1.7M +$1.7M +4,659 New
FMAEN1
778
Fund Management at Engine No 1
California
$1.7M +$140K +383 +9%
CCG
779
Chatham Capital Group
Georgia
$1.7M -$7.31K -20 -0.4%
BRWA
780
B. Riley Wealth Advisors
Florida
$1.69M +$69.1K +189 +4%
MSFS
781
Main Street Financial Solutions
Pennsylvania
$1.68M +$597K +1,635 +55%
Harris Associates
782
Harris Associates
Illinois
$1.68M -$232K -635 -12%
RB
783
Rodgers Brothers
Pennsylvania
$1.68M +$1M +2,750 +149%
SW
784
SVB Wealth
Massachusetts
$1.68M -$204K -557 -11%
AIM
785
Anchor Investment Management
South Carolina
$1.67M -$161K -440 -9%
GLR
786
Great Lakes Retirement
Ohio
$1.67M +$32.5K +89 +2%
AG
787
AIA Group
Hong Kong
$1.66M +$359K +982 +28%
WCM
788
Whitener Capital Management
North Carolina
$1.64M – – –
VFA
789
Valeo Financial Advisors
Indiana
$1.64M +$212K +579 +15%
CWM
790
Chemistry Wealth Management
New York
$1.64M -$194K -530 -11%
WBC
791
Westpac Banking Corp
Australia
$1.64M +$371K +1,015 +29%
IA
792
IFP Advisors
Florida
$1.64M -$18.3K -50 -1%
ONB
793
Old National Bancorp
Indiana
$1.63M -$301K -825 -16%
WIM
794
WealthPlan Investment Management
Nebraska
$1.62M +$834K +2,282 +107%
LWAM
795
Legacy Wealth Asset Management
Minnesota
$1.61M -$14.3K -39 -0.9%
SG Americas Securities
796
SG Americas Securities
New York
$1.59M -$3.49M -9,545 -69%
OIS
797
Okabena Investment Services
Minnesota
$1.58M -$165K -452 -9%
CAM
798
Congress Asset Management
Massachusetts
$1.58M -$3.65K -10 -0.2%
WS
799
Wedbush Securities
California
$1.58M +$70.2K +192 +5%
CGIM
800
Capital Group Investment Management
Singapore
$1.56M – – –
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