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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 %
PTC
826
Private Trust Company
Ohio
$1.33M -$19.3K -56 -1%
BC
827
Brookfield Corp
Ontario, Canada
$1.33M -$2.39M -6,921 -64%
KF
828
Krilogy Financial
Missouri
$1.33M +$795K +2,306 +149%
SWM
829
Spire Wealth Management
Virginia
$1.33M -$27.9K -81 -2%
TAM
830
Trust Asset Management
Texas
$1.32M -$42.8K -124 -3%
AT
831
Arden Trust
Delaware
$1.32M -$61.4K -178 -4%
GFS
832
GYL Financial Synergies
Connecticut
$1.32M -$26.9K -78 -2%
ATC
833
Argent Trust Co
Tennessee
$1.31M +$30.3K +88 +2%
HPIA
834
Hamilton Point Investment Advisors
North Carolina
$1.31M – – –
RMDI
835
R.M. Davis Inc
Maine
$1.31M – – –
HSA
836
HBK Sorce Advisory
Pennsylvania
$1.3M -$940K -2,726 -42%
BEI
837
Benjamin Edwards Inc
Missouri
$1.29M +$38.3K +111 +3%
AAP
838
Aristotle Atlantic Partners
Florida
$1.29M – – –
CB
839
Cadence Bank
Mississippi
$1.28M -$30K -87 -2%
VI
840
Versor Investments
New York
$1.27M +$997K +2,892 +362%
RWA
841
River Wealth Advisors
Pennsylvania
$1.27M -$3.45K -10 -0.3%
LWAM
842
Legacy Wealth Asset Management
Minnesota
$1.27M -$345 -1 -0%
BSW
843
Buckingham Strategic Wealth
Missouri
$1.27M – – –
SIM
844
Sentry Investment Management
Wisconsin
$1.27M +$245K +709 +24%
MNBTD
845
Moody National Bank Trust Division
Texas
$1.26M – – –
DEA
846
DoubleLine ETF Adviser
Florida
$1.26M -$363K -1,053 -22%
WHCI
847
W.H. Cornerstone Investments
Massachusetts
$1.26M +$261K +758 +26%
GCM
848
Geneva Capital Management
Wisconsin
$1.25M -$93.4K -271 -7%
PWM
849
Perigon Wealth Management
California
$1.25M -$3.1K -9 -0.2%
RC
850
Roundview Capital
New Jersey
$1.24M +$388K +1,124 +45%
32 33
34
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