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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 %
TW
826
Transform Wealth
Colorado
$1.43M -$2.08M -5,700 -59%
RI
827
Redwood Investments
Massachusetts
$1.42M -$2.19K -6 -0.2%
PA
828
Parallel Advisors
California
$1.41M +$15.4K +42 +1%
NIM
829
NEOS Investment Management
Connecticut
$1.4M +$1.4M +3,842 New
TAM
830
Trust Asset Management
Texas
$1.4M – – –
QI
831
Qtron Investments
Massachusetts
$1.4M +$99K +271 +8%
EWM
832
Evercore Wealth Management
New York
$1.39M -$18.3K -50 -1%
GFS
833
GYL Financial Synergies
Connecticut
$1.39M +$731 +2 +0.1%
HPIA
834
Hamilton Point Investment Advisors
North Carolina
$1.39M – – –
NPA
835
Nichols & Pratt Advisers
Massachusetts
$1.39M +$36.5K +100 +3%
WA
836
Wealth Alliance
New York
$1.39M -$66.5K -182 -5%
MAS
837
Meeder Advisory Services
Ohio
$1.39M -$182K -497 -12%
ACM
838
Ashford Capital Management
Delaware
$1.38M -$153K -420 -10%
APWM
839
Atlas Private Wealth Management
New York
$1.38M +$59.2K +162 +4%
SIA
840
SkyView Investment Advisors
New Jersey
$1.38M -$119K -325 -8%
APM
841
Advanced Portfolio Management
New York
$1.36M +$528K +1,445 +63%
OC
842
Oppenheimer & Co
New York
$1.35M +$168K +460 +14%
SWPG
843
Strategic Wealth Partners Group
Illinois
$1.35M +$97.2K +266 +8%
HSA
844
HBK Sorce Advisory
Pennsylvania
$1.35M – – –
PA
845
Profund Advisors
Maryland
$1.35M -$47.5K -130 -3%
LWCFA
846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.35M -$210K -558 -13%
BHPW
847
Beverly Hills Private Wealth
California
$1.34M -$1.33M -3,653 -50%
CFCI
848
Comprehensive Financial Consultants Institutional
Indiana
$1.34M +$138K +378 +12%
WP
849
WealthSource Partners
California
$1.33M +$22.7K +62 +2%
QCG
850
Quadrant Capital Group
Ohio
$1.32M +$54.1K +148 +4%
32 33
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