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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 %
DWT
876
Dorsey & Whitney Trust
South Dakota
$1.21M +$124K +310 +11%
KWM
877
Keebeck Wealth Management
Illinois
$1.2M +$172K +428 +17%
MA
878
Mezzasalma Advisors
New Jersey
$1.2M – – –
SL
879
Sonnipe Ltd
Isle Of Man
$1.2M – – –
MSFS
880
Main Street Financial Solutions
Pennsylvania
$1.19M +$6.01K +15 +0.5%
ECM
881
Exchange Capital Management
Michigan
$1.18M -$10.8K -27 -0.9%
PWM
882
Perigon Wealth Management
California
$1.18M -$276K -688 -19%
GAG
883
GM Advisory Group
New York
$1.17M +$2K +5 +0.2%
ECM
884
Evergreen Capital Management
Washington
$1.17M +$79K +197 +7%
WF
885
WoodTrust Financial
Wisconsin
$1.17M +$241K +600 +26%
Boston Partners
886
Boston Partners
Massachusetts
$1.16M -$60.9K -152 -5%
GA
887
Geller Advisors
New York
$1.15M +$473K +1,180 +70%
RCA
888
Resonant Capital Advisors
Wisconsin
$1.15M +$32.1K +80 +3%
CIM
889
Caldwell Investment Management
Ontario, Canada
$1.14M – – –
CCA
890
Conestoga Capital Advisors
Pennsylvania
$1.13M -$146K -363 -11%
RVPG
891
Relative Value Partners Group
$1.13M – – –
AF
892
Advisornet Financial
Minnesota
$1.12M -$29.7K -74 -3%
TCOO
893
Trust Company of Oklahoma
Oklahoma
$1.12M -$8.42K -21 -0.7%
PTP
894
Platform Technology Partners
New York
$1.11M -$18.6K -47 -2%
KI
895
Keystone Investors
Singapore
$1.11M +$1.11M +2,763 New
AWA
896
Aaron Wealth Advisors
Illinois
$1.1M +$93.8K +234 +9%
FCM
897
Fortis Capital Management
Washington
$1.1M +$72.6K +181 +7%
KCM
898
Kanawha Capital Management
Virginia
$1.1M -$401 -1 -0%
CWP
899
Cyndeo Wealth Partners
Florida
$1.1M +$275K +685 +33%
Capstone Investment Advisors
900
Capstone Investment Advisors
New York
$1.09M -$3.94M -9,833 -78%
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36
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