SPGI icon

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 %
FBT
876
First Bank & Trust
South Dakota
$1.11M +$109K +316 +11%
SWPG
877
Strategic Wealth Partners Group
Illinois
$1.11M +$322K +919 +41%
NPA
878
Nichols & Pratt Advisers
Massachusetts
$1.1M -$293K -850 -21%
CFCI
879
Comprehensive Financial Consultants Institutional
Indiana
$1.09M +$55.9K +162 +5%
CCA
880
Conestoga Capital Advisors
Pennsylvania
$1.09M – – –
WSFS
881
Wilmington Savings Fund Society
Delaware
$1.09M +$204K +590 +23%
TPW
882
Transatlantique Private Wealth
New York
$1.08M +$340 +1 +0%
CNBT
883
Canandaigua National Bank & Trust
New York
$1.07M +$1.07M +3,101 New
CFGS
884
Concourse Financial Group Securities
Alabama
$1.06M -$1.2M -3,485 -53%
SC
885
Sepio Capital
Utah
$1.06M -$7.93K -23 -0.7%
DL
886
DOHJ LLC
Washington
$1.06M -$82K -238 -7%
BL
887
Balentine LLC
Georgia
$1.06M -$211K -611 -17%
EI
888
Ellevest Inc
New York
$1.06M +$264K +766 +33%
MCM
889
MAI Capital Management
Ohio
$1.05M -$158K -458 -13%
LF
890
Lee Financial
Texas
$1.05M +$222K +645 +27%
Boston Partners
891
Boston Partners
Massachusetts
$1.05M -$665K -1,930 -39%
LCM
892
Landscape Capital Management
New Jersey
$1.04M +$1.04M +3,018 New
MA
893
Mezzasalma Advisors
New Jersey
$1.03M -$34.5K -100 -3%
SL
894
Sonnipe Ltd
Isle Of Man
$1.03M +$107K +310 +12%
HT
895
Heritage Trust
Oklahoma
$1.03M -$50.3K -146 -5%
ECM
896
Exchange Capital Management
Michigan
$1.02M -$25.2K -73 -2%
MSFS
897
Main Street Financial Solutions
Pennsylvania
$1.02M +$35.9K +104 +4%
PWPS
898
Pinnacle Wealth Planning Services
Ohio
$1.02M +$97.2K +282 +11%
BJL
899
Brighton Jones LLC
Washington
$1.01M +$345 +1 +0%
GAG
900
GM Advisory Group
New York
$1M +$2.41K +7 +0.2%
34 35
36
37 38