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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 %
NPA
851
Nichols & Pratt Advisers
Massachusetts
$1.67M -$3.52K -8 -0.2%
FBT
852
First Bank & Trust
South Dakota
$1.67M +$201K +457 +14%
WA
853
Wealth Alliance
New York
$1.65M -$28.2K -64 -2%
HI
854
Handelsinvest Investeringsforvaltning
Denmark
$1.64M +$1.64M +3,733 New
SAG
855
SageView Advisory Group
California
$1.62M +$503K +1,106 +45%
SWPG
856
Strategic Wealth Partners Group
Illinois
$1.62M -$10.6K -24 -0.6%
RC
857
Roundview Capital
New Jersey
$1.61M +$31.7K +72 +2%
QWM
858
Quadcap Wealth Management
Texas
$1.61M +$1.61M +3,644 New
BB
859
Bell Bank
North Dakota
$1.6M -$143K -324 -8%
VFA
860
Voya Financial Advisors
Connecticut
$1.59M +$21.2K +48 +1%
OCA
861
Otter Creek Advisors
Florida
$1.59M -$793K -1,800 -33%
BTW
862
Boston Trust Walden
Massachusetts
$1.58M +$16.7K +38 +1%
BEI
863
Benjamin Edwards Inc
Missouri
$1.58M -$5.29K -12 -0.3%
SFA
864
Souders Financial Advisors
Ohio
$1.58M -$215K -487 -12%
WP
865
WealthSource Partners
California
$1.58M -$28.2K -64 -2%
TW
866
Transform Wealth
Colorado
$1.58M -$142K -322 -8%
WHCI
867
W.H. Cornerstone Investments
Massachusetts
$1.57M -$5.73K -13 -0.4%
BHPW
868
Beverly Hills Private Wealth
California
$1.57M -$45.8K -104 -3%
RMDI
869
R.M. Davis Inc
Maine
$1.55M – – –
QCG
870
Quadrant Capital Group
Ohio
$1.55M -$45.4K -103 -3%
MWM
871
Mattern Wealth Management
Kansas
$1.55M +$1.55M +3,510 New
SW
872
SVB Wealth
Massachusetts
$1.54M -$480K -1,090 -24%
TAM
873
Tealwood Asset Management
Minnesota
$1.54M -$26.4K -60 -2%
PWS
874
Peloton Wealth Strategists
Indiana
$1.54M +$254K +576 +20%
ECU
875
Eisler Capital (UK)
United Kingdom
$1.54M +$1.54M +3,489 New
33 34
35
36 37