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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
801
Arden Trust
Delaware
$1.57M +$39.7K +99 +3%
VFA
802
Valeo Financial Advisors
Indiana
$1.57M -$40.9K -102 -3%
PTC
803
Private Trust Company
Ohio
$1.56M +$9.22K +23 +0.6%
RI
804
Redwood Investments
Massachusetts
$1.56M -$44.5K -111 -3%
EWM
805
Evercore Wealth Management
New York
$1.55M -$3.61K -9 -0.2%
PA
806
Parallel Advisors
California
$1.53M +$140K +349 +10%
TAM
807
Trust Asset Management
Texas
$1.53M – – –
BSW
808
Buckingham Strategic Wealth
Missouri
$1.53M +$16.8K +42 +1%
PA
809
Profund Advisors
Maryland
$1.53M -$32.5K -81 -2%
GFS
810
GYL Financial Synergies
Connecticut
$1.53M -$3.61K -9 -0.2%
CIC
811
Chilton Investment Company
Connecticut
$1.53M +$131K +326 +9%
BP
812
Ballentine Partners
Massachusetts
$1.52M +$167K +417 +12%
HPIA
813
Hamilton Point Investment Advisors
North Carolina
$1.52M – – –
GAM
814
Gotham Asset Management
New York
$1.52M -$80.6K -201 -5%
PCM
815
Penserra Capital Management
California
$1.49M +$782K +1,952 +110%
NPA
816
Nichols & Pratt Advisers
Massachusetts
$1.48M +$200K +500 +16%
BEI
817
Benjamin Edwards Inc
Missouri
$1.48M -$17.6K -44 -1%
HSA
818
HBK Sorce Advisory
Pennsylvania
$1.48M -$36.1K -90 -2%
SWM
819
Spire Wealth Management
Virginia
$1.48M -$69K -172 -4%
SIM
820
Sentry Investment Management
Wisconsin
$1.47M +$3.61K +9 +0.2%
WHCI
821
W.H. Cornerstone Investments
Massachusetts
$1.47M +$4.81K +12 +0.3%
MNBTD
822
Moody National Bank Trust Division
Texas
$1.46M – – –
VFA
823
Voya Financial Advisors
Connecticut
$1.46M +$82.3K +208 +6%
RC
824
Roundview Capital
New Jersey
$1.45M +$3.61K +9 +0.2%
APWM
825
Atlas Private Wealth Management
New York
$1.45M +$704K +1,757 +95%
31 32
33
34 35