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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 %
WP
826
WealthSource Partners
California
$1.44M +$726K +1,810 +102%
BWP
827
Baldwin Wealth Partners
Massachusetts
$1.44M – – –
RMDI
828
R.M. Davis Inc
Maine
$1.43M -$89.8K -224 -6%
AG
829
AIA Group
Hong Kong
$1.43M +$375K +936 +36%
QPBE
830
Quintet Private Bank (Europe)
Luxembourg
$1.43M -$4.38M -11,039 -75%
QI
831
Qtron Investments
Massachusetts
$1.42M +$587K +1,465 +70%
PM
832
Parametrica Management
Hong Kong
$1.41M +$1.41M +3,513 New
TAM
833
Tealwood Asset Management
Minnesota
$1.4M -$10.4K -26 -0.7%
WBC
834
Westpac Banking Corp
Australia
$1.39M -$11.6M -29,011 -89%
QCG
835
Quadrant Capital Group
Ohio
$1.39M +$73.4K +183 +6%
CB
836
Cadence Bank
Mississippi
$1.39M -$105K -262 -7%
VWM
837
Venturi Wealth Management
Texas
$1.39M +$48.5K +121 +4%
SIA
838
Schechter Investment Advisors
Michigan
$1.38M +$6.42K +16 +0.5%
RMCM
839
Reynders McVeigh Capital Management
Massachusetts
$1.38M +$6.41K +16 +0.5%
SWPG
840
Strategic Wealth Partners Group
Illinois
$1.38M +$109K +273 +9%
CFCI
841
Comprehensive Financial Consultants Institutional
Indiana
$1.37M +$45.1K +108 +3%
FPCP
842
Fort Point Capital Partners
California
$1.36M +$17.6K +44 +1%
Nomura Holdings
843
Nomura Holdings
Japan
$1.36M +$33.7K +84 +3%
RWA
844
River Wealth Advisors
Pennsylvania
$1.36M -$115K -286 -8%
FBT
845
First Bank & Trust
South Dakota
$1.36M +$74.2K +185 +6%
CCA
846
Checchi Capital Advisers
California
$1.36M +$46.9K +117 +4%
SC
847
Sepio Capital
Utah
$1.35M +$120K +300 +10%
BTW
848
Boston Trust Walden
Massachusetts
$1.35M -$48.5K -121 -3%
AWC
849
Abundance Wealth Counselors
Pennsylvania
$1.34M -$24.5K -61 -2%
SF
850
Summit Financial
New Jersey
$1.34M +$587K +1,464 +78%
32 33
34
35 36