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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 %
BFEC
851
Benjamin F. Edwards & Company
Missouri
$1.33M +$212K +528 +19%
FI
852
Fosun International
China
$1.33M – – –
FHA
853
Flagship Harbor Advisors
Massachusetts
$1.32M +$3.21K +8 +0.2%
BS
854
Bessemer Securities
New York
$1.31M -$1.32M -3,300 -50%
OC
855
Oppenheimer & Co
New York
$1.3M +$180K +448 +16%
HWM
856
HB Wealth Management
Georgia
$1.29M +$159K +396 +14%
KWILP
857
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.29M +$1.29M +3,209 New
KFP
858
KB Financial Partners
New Jersey
$1.29M +$911K +2,273 +244%
DWP
859
Daymark Wealth Partners
Ohio
$1.28M -$927K -2,312 -42%
EI
860
Ellevest Inc
New York
$1.28M +$46.1K +115 +4%
CCA
861
Catalyst Capital Advisors
New York
$1.27M +$1.27M +3,179 New
BL
862
Balentine LLC
Georgia
$1.27M +$35.7K +89 +3%
WSFS
863
Wilmington Savings Fund Society
Delaware
$1.26M +$2K +5 +0.2%
PI
864
PFS Investments
Georgia
$1.25M +$326K +812 +35%
TPW
865
Transatlantique Private Wealth
New York
$1.25M -$24.1K -60 -2%
CNBT
866
Canandaigua National Bank & Trust
New York
$1.25M +$8.82K +22 +0.7%
SC
867
Savant Capital
Illinois
$1.25M +$136K +338 +12%
BJL
868
Brighton Jones LLC
Washington
$1.24M +$69K +172 +6%
DL
869
DOHJ LLC
Washington
$1.23M -$5.21K -13 -0.4%
CAG
870
Csenge Advisory Group
Florida
$1.23M +$150K +373 +14%
LF
871
Lee Financial
Texas
$1.23M – – –
CFGS
872
Concourse Financial Group Securities
Alabama
$1.22M -$10.4K -26 -0.8%
MCM
873
MAI Capital Management
Ohio
$1.22M -$3.21K -8 -0.3%
CW
874
Channel Wealth
California
$1.21M +$319K +796 +36%
PWPS
875
Pinnacle Wealth Planning Services
Ohio
$1.21M +$27.7K +69 +2%
33 34
35
36 37