SPGI icon

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 %
CWM
801
Chemistry Wealth Management
New York
$1.99M +$13.7K +31 +0.7%
AI
802
AXS Investments
New York
$1.99M -$137K -310 -6%
WCM
803
Whitener Capital Management
North Carolina
$1.98M – – –
GCM
804
Geneva Capital Management
Wisconsin
$1.97M -$100K -228 -5%
Jones Financial Companies
805
Jones Financial Companies
Missouri
$1.97M +$1.88M +4,276 +2,086%
SC
806
Syon Capital
California
$1.97M +$1.28M +2,897 +183%
PA
807
Profund Advisors
Maryland
$1.94M +$315K +714 +19%
LWAM
808
Legacy Wealth Asset Management
Minnesota
$1.94M -$4.85K -11 -0.2%
CSS
809
Cubist Systematic Strategies
Connecticut
$1.93M +$1.93M +4,378 New
RIA
810
Regal Investment Advisors
Michigan
$1.93M +$770K +1,749 +67%
WBC
811
Westpac Banking Corp
Australia
$1.93M -$47.6K -108 -2%
BRWA
812
B. Riley Wealth Advisors
Florida
$1.92M -$116K -264 -6%
BP
813
Ballentine Partners
Massachusetts
$1.89M +$158K +358 +9%
PCM
814
Parsons Capital Management
Rhode Island
$1.88M +$78.4K +178 +4%
CAM
815
Congress Asset Management
Massachusetts
$1.88M -$26K -59 -1%
HWM
816
HB Wealth Management
Georgia
$1.88M +$37.4K +85 +2%
DCM
817
Decatur Capital Management
Georgia
$1.88M +$137K +311 +8%
MYIA
818
Mount Yale Investment Advisors
Colorado
$1.88M +$26.9K +61 +1%
ATC
819
Argent Trust Co
Tennessee
$1.86M +$18.1K +41 +1%
EAM
820
Eventide Asset Management
Massachusetts
$1.85M +$852K +1,933 +85%
FHA
821
Flagship Harbor Advisors
Massachusetts
$1.84M +$375K +851 +26%
GAM
822
Gotham Asset Management
New York
$1.84M -$16.7K -38 -0.9%
BFC
823
Blue Fin Capital
Rhode Island
$1.83M -$41.9K -95 -2%
AWM
824
Avitas Wealth Management
California
$1.82M +$18.5K +42 +1%
ICM
825
IMS Capital Management
Oregon
$1.82M – – –
31 32
33
34 35