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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 %
BWP
851
Baldwin Wealth Partners
Massachusetts
$1.23M – – –
DTL
852
Dynamic Technology Lab
Singapore
$1.23M +$256K +741 +26%
TAM
853
Tealwood Asset Management
Minnesota
$1.21M -$43.1K -125 -3%
BTW
854
Boston Trust Walden
Massachusetts
$1.2M -$34.5K -100 -3%
CIC
855
Chilton Investment Company
Connecticut
$1.2M +$138K +399 +13%
PA
856
Parallel Advisors
California
$1.2M -$144K -417 -11%
CWM
857
Catalyst Wealth Management
Georgia
$1.19M +$60K +174 +5%
VFA
858
Voya Financial Advisors
Connecticut
$1.18M -$102K -300 -8%
SIA
859
Schechter Investment Advisors
Michigan
$1.18M +$151K +438 +15%
RMCM
860
Reynders McVeigh Capital Management
Massachusetts
$1.18M – – –
AWC
861
Abundance Wealth Counselors
Pennsylvania
$1.17M -$212K -615 -15%
BP
862
Ballentine Partners
Massachusetts
$1.17M -$10.3K -30 -0.9%
FRM
863
Fox Run Management
Connecticut
$1.17M +$813K +2,359 +230%
WC
864
Woodstock Corp
Massachusetts
$1.16M -$10K -29 -0.9%
I
865
InceptionR
California
$1.16M +$817K +2,371 +238%
FPCP
866
Fort Point Capital Partners
California
$1.16M +$28.6K +83 +3%
PVI
867
Pine Valley Investments
New Jersey
$1.15M +$1.15M +3,923 New
VWM
868
Venturi Wealth Management
Texas
$1.15M -$52.8K -153 -4%
Nomura Holdings
869
Nomura Holdings
Japan
$1.14M -$149K -431 -11%
FI
870
Fosun International
China
$1.14M +$722K +2,095 +172%
QCG
871
Quadrant Capital Group
Ohio
$1.13M -$84.5K -245 -7%
FHA
872
Flagship Harbor Advisors
Massachusetts
$1.13M +$81.7K +237 +8%
CCA
873
Checchi Capital Advisers
California
$1.13M +$95.5K +277 +9%
MFG
874
Monumental Financial Group
Maryland
$1.13M +$91.3K +265 +9%
SFA
875
Sequoia Financial Advisors
Ohio
$1.12M +$52.7K +153 +5%
33 34
35
36 37