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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 %
MAS
801
Meeder Advisory Services
Ohio
$1.44M +$56.5K +164 +4%
WIM
802
WealthPlan Investment Management
Nebraska
$1.43M -$1.51M -4,392 -51%
TCM
803
Twin Capital Management
Pennsylvania
$1.43M +$1.43M +4,143 New
PCM
804
Parsons Capital Management
Rhode Island
$1.43M -$24.8K -72 -2%
LWP
805
Lumature Wealth Partners
Georgia
$1.42M -$194K -562 -12%
CCM
806
Coldstream Capital Management
Washington
$1.42M +$41.7K +121 +3%
BFC
807
Blue Fin Capital
Rhode Island
$1.42M -$7.65K -22 -0.5%
SIM
808
Sterling Investment Management
Arizona
$1.41M -$20.3K -59 -1%
CIC
809
Cutler Investment Counsel
Oregon
$1.41M +$2.07K +6 +0.1%
WS
810
Wedbush Securities
California
$1.41M +$71.7K +208 +5%
SCM
811
Stevens Capital Management
Pennsylvania
$1.4M +$859K +2,493 +158%
TSS
812
Two Sigma Securities
New York
$1.4M +$560K +1,623 +66%
LWCFA
813
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.4M +$27.9K +81 +2%
AWM
814
Apollon Wealth Management
South Carolina
$1.4M -$47.6K -138 -3%
VFA
815
Valeo Financial Advisors
Indiana
$1.38M -$260K -755 -16%
EM
816
Excalibur Management
Massachusetts
$1.38M – – –
DCM
817
Decatur Capital Management
Georgia
$1.38M -$260K -755 -16%
RI
818
Redwood Investments
Massachusetts
$1.38M +$14.5K +42 +1%
FMAEN1
819
Fund Management at Engine No 1
California
$1.38M +$112K +326 +9%
GAM
820
Gotham Asset Management
New York
$1.37M -$1.41M -4,088 -51%
IEFM
821
IQ EQ Fund Management
Ireland
$1.37M -$64.8K -188 -5%
GIA
822
Guyasuta Investment Advisors
Pennsylvania
$1.37M +$39K +113 +3%
CI
823
Cigna Investments
Connecticut
$1.36M -$51K -148 -4%
PA
824
Profund Advisors
Maryland
$1.35M -$62.7K -182 -4%
EWM
825
Evercore Wealth Management
New York
$1.33M – – –
31 32
33
34 35