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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 %
AMM
776
American Money Management
California
$2.17M +$5.73K +13 +0.3%
RSWM
777
Robertson Stephens Wealth Management
California
$2.16M +$7.49K +17 +0.3%
IA
778
IFP Advisors
Florida
$2.15M +$183K +416 +9%
CAM
779
Cozad Asset Management
Illinois
$2.15M -$425K -964 -16%
WCA
780
Waratah Capital Advisors
Ontario, Canada
$2.14M -$259K -589 -11%
VHAM
781
Van Hulzen Asset Management
California
$2.12M – – –
WIM
782
WealthPlan Investment Management
Nebraska
$2.12M +$172K +391 +9%
CG
783
Cynosure Group
Utah
$2.11M +$2.11M +4,792 New
LAIC
784
Lederer & Associates Investment Counsel
California
$2.11M -$45.4K -103 -2%
RCA
785
Resonant Capital Advisors
Wisconsin
$2.1M +$678K +1,538 +47%
MSFS
786
Main Street Financial Solutions
Pennsylvania
$2.1M +$72.7K +165 +4%
NB
787
NBT Bank
New York
$2.09M -$165K -375 -7%
ACM
788
Ashford Capital Management
Delaware
$2.08M +$417K +947 +25%
DL
789
DOHJ LLC
Washington
$2.06M +$671K +1,522 +48%
OIA
790
OneDigital Investment Advisors
Kansas
$2.05M -$28.6K -65 -1%
BCM
791
Bayesian Capital Management
New York
$2.05M +$2.05M +4,645 New
CGIM
792
Capital Group Investment Management
Singapore
$2.04M +$164K +372 +9%
PA
793
Parallel Advisors
California
$2.03M +$326K +740 +19%
FFA
794
Farther Finance Advisors
California
$2.02M +$1.5M +3,402 +286%
LSAG
795
Lake Street Advisors Group
New Hampshire
$2.01M +$2.01M +4,566 New
RB
796
Rodgers Brothers
Pennsylvania
$2.01M -$13.2K -30 -0.7%
CWP
797
Cyndeo Wealth Partners
Florida
$2M +$773K +1,754 +63%
GLR
798
Great Lakes Retirement
Ohio
$2M -$15K -34 -0.7%
CCG
799
Chatham Capital Group
Georgia
$2M -$48.5K -110 -2%
VA
800
Vident Advisory
Georgia
$2M -$1.63M -3,704 -45%
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