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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 %
WS
826
Wedbush Securities
California
$1.82M -$89.4K -203 -5%
ONB
827
Old National Bancorp
Indiana
$1.79M -$177K -401 -9%
BAM
828
Belpointe Asset Management
Nevada
$1.79M +$8.37K +19 +0.5%
SIA
829
SkyView Investment Advisors
New Jersey
$1.78M +$126K +285 +8%
PTC
830
Private Trust Company
Ohio
$1.78M +$15.9K +36 +0.9%
OC
831
Oppenheimer & Co
New York
$1.77M +$140K +317 +9%
WP
832
WealthShield Partners
North Carolina
$1.77M -$804K -1,825 -31%
CFCI
833
Comprehensive Financial Consultants Institutional
Indiana
$1.77M +$157K +357 +10%
EM
834
Excalibur Management
Massachusetts
$1.76M – – –
OM
835
OV Management
Minnesota
$1.76M +$1.76M +4,000 New
GIA
836
Guyasuta Investment Advisors
Pennsylvania
$1.75M – – –
BSW
837
Buckingham Strategic Wealth
Missouri
$1.74M +$7.49K +17 +0.4%
EWM
838
Evercore Wealth Management
New York
$1.73M +$51.1K +116 +3%
AT
839
Arden Trust
Delaware
$1.72M -$695K -1,577 -29%
VFA
840
Valeo Financial Advisors
Indiana
$1.71M -$263K -598 -13%
SC
841
Skylands Capital
Wisconsin
$1.71M -$441K -1,000 -21%
IEFM
842
IQ EQ Fund Management
Ireland
$1.7M -$25.6K -58 -1%
GFS
843
GYL Financial Synergies
Connecticut
$1.69M +$11K +25 +0.7%
PS
844
Principal Securities
Iowa
$1.69M +$1.69M +3,830 New
TAM
845
Trust Asset Management
Texas
$1.68M – – –
QI
846
Qtron Investments
Massachusetts
$1.68M – – –
APWM
847
Atlas Private Wealth Management
New York
$1.68M +$21.6K +49 +1%
MAS
848
Meeder Advisory Services
Ohio
$1.68M +$4.85K +11 +0.3%
HPIA
849
Hamilton Point Investment Advisors
North Carolina
$1.67M – – –
SC
850
Savant Capital
Illinois
$1.67M +$289K +656 +21%
32 33
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