SPGI icon

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 %
BEI
851
Benjamin Edwards Inc
Missouri
$1.32M -$34K -93 -3%
RC
852
Roundview Capital
New Jersey
$1.31M -$11.7K -32 -0.9%
GS
853
GTS Securities
New York
$1.31M +$1.31M +3,587 New
VFA
854
Voya Financial Advisors
Connecticut
$1.31M -$44.6K -121 -3%
FA
855
FDx Advisors
Illinois
$1.31M -$1.45M -3,981 -53%
BWP
856
Baldwin Wealth Partners
Massachusetts
$1.31M – – –
WHCI
857
W.H. Cornerstone Investments
Massachusetts
$1.31M -$27K -74 -2%
ESCM
858
Echo Street Capital Management
New York
$1.3M -$123M -337,247 -99%
BTW
859
Boston Trust Walden
Massachusetts
$1.3M +$71.3K +195 +6%
TAM
860
Tealwood Asset Management
Minnesota
$1.3M +$27K +74 +2%
MNBTD
861
Moody National Bank Trust Division
Texas
$1.29M -$42.8K -117 -3%
TSS
862
Two Sigma Securities
New York
$1.29M +$1.29M +3,536 New
RMDI
863
R.M. Davis Inc
Maine
$1.29M -$18.3K -50 -1%
PCM
864
Penserra Capital Management
California
$1.28M -$81.7K -224 -6%
SIA
865
Schechter Investment Advisors
Michigan
$1.27M +$10.6K +29 +0.8%
CI
866
Cigna Investments
Connecticut
$1.27M -$175K -478 -12%
RMCM
867
Reynders McVeigh Capital Management
Massachusetts
$1.26M +$1.83K +5 +0.1%
FI
868
Fosun International
China
$1.25M +$43.8K +120 +4%
CB
869
Cadence Bank
Mississippi
$1.25M -$16.4K -45 -1%
FPCP
870
Fort Point Capital Partners
California
$1.24M +$1.1K +3 +0.1%
VSQM
871
V-Square Quantitative Management
Illinois
$1.24M +$246K +674 +25%
CFGS
872
Concourse Financial Group Securities
Alabama
$1.24M +$121K +331 +11%
VWM
873
Venturi Wealth Management
Texas
$1.22M -$39.5K -108 -3%
CGL
874
Clarius Group LLC
Washington
$1.22M -$355K -972 -23%
FHA
875
Flagship Harbor Advisors
Massachusetts
$1.22M +$17.9K +49 +1%
33 34
35
36 37