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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 %
BFC
801
Blue Fin Capital
Rhode Island
$1.56M +$65.8K +180 +4%
VIG
802
Vienna Insurance Group
Poland
$1.55M +$101K +276 +7%
PWAG
803
Polaris Wealth Advisory Group
California
$1.55M +$1.55M +4,233 New
GAM
804
Gotham Asset Management
New York
$1.54M +$159K +436 +12%
MYIA
805
Mount Yale Investment Advisors
Colorado
$1.53M -$15.3K -42 -1%
ATC
806
Argent Trust Co
Tennessee
$1.53M +$11K +30 +0.7%
HWM
807
HB Wealth Management
Georgia
$1.53M +$354K +970 +30%
ICM
808
IMS Capital Management
Oregon
$1.51M – – –
LBA
809
Lowell Blake & Associates
Massachusetts
$1.5M +$667K +1,825 +80%
CIC
810
Cutler Investment Counsel
Oregon
$1.5M +$6.94K +19 +0.5%
AWM
811
Avitas Wealth Management
California
$1.5M -$30.3K -83 -2%
PCM
812
Parsons Capital Management
Rhode Island
$1.5M -$34.3K -94 -2%
SFA
813
Souders Financial Advisors
Ohio
$1.49M -$418K -1,143 -22%
BAM
814
Belpointe Asset Management
Nevada
$1.47M -$70.2K -192 -5%
SW
815
Solidarity Wealth
Utah
$1.47M +$1.47M +4,026 New
EP
816
Edgestream Partners
New Jersey
$1.47M +$1.16M +3,172 +373%
SFA
817
Sequoia Financial Advisors
Ohio
$1.47M -$264K -722 -15%
EM
818
Excalibur Management
Massachusetts
$1.46M – – –
PTC
819
Private Trust Company
Ohio
$1.46M +$42K +115 +3%
GIA
820
Guyasuta Investment Advisors
Pennsylvania
$1.45M -$5.85K -16 -0.4%
BB
821
Bell Bank
North Dakota
$1.44M -$61.4K -168 -4%
DCM
822
Decatur Capital Management
Georgia
$1.44M – – –
BP
823
Ballentine Partners
Massachusetts
$1.44M +$50.1K +137 +4%
BSW
824
Buckingham Strategic Wealth
Missouri
$1.43M +$36.5K +100 +3%
IEFM
825
IQ EQ Fund Management
Ireland
$1.43M -$32.2K -88 -2%
31 32
33
34 35