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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 %
FBT
876
First Bank & Trust
South Dakota
$1.22M -$24.5K -67 -2%
BFEC
877
Benjamin F. Edwards & Company
Missouri
$1.22M +$3.29K +9 +0.3%
WI
878
Wintrust Investments
Illinois
$1.21M +$294K +805 +32%
RWA
879
River Wealth Advisors
Pennsylvania
$1.2M -$39.5K -108 -3%
CCA
880
Checchi Capital Advisers
California
$1.19M -$43.1K -118 -3%
KFP
881
KB Financial Partners
New Jersey
$1.19M +$15.4K +42 +1%
RCA
882
Resonant Capital Advisors
Wisconsin
$1.18M +$139K +381 +13%
SF
883
Summit Financial
New Jersey
$1.18M -$37.6K -103 -3%
GC
884
Guardian Capital
Ontario, Canada
$1.18M -$968K -2,650 -45%
WSFS
885
Wilmington Savings Fund Society
Delaware
$1.16M +$11K +30 +1%
EI
886
Ellevest Inc
New York
$1.16M +$731 +2 +0.1%
TCOO
887
Trust Company of Oklahoma
Oklahoma
$1.16M +$142K +389 +14%
DWT
888
Dorsey & Whitney Trust
South Dakota
$1.16M +$58.8K +161 +5%
DL
889
DOHJ LLC
Washington
$1.15M +$29.3K +80 +3%
SC
890
Savant Capital
Illinois
$1.15M +$9.14K +25 +0.8%
MCM
891
MAI Capital Management
Ohio
$1.15M +$32.9K +90 +3%
BJL
892
Brighton Jones LLC
Washington
$1.15M +$12.1K +33 +1%
CAG
893
Csenge Advisory Group
Florida
$1.14M +$24.5K +67 +2%
CNBT
894
Canandaigua National Bank & Trust
New York
$1.14M -$3.65K -10 -0.3%
AWC
895
Abundance Wealth Counselors
Pennsylvania
$1.14M -$84.8K -232 -7%
MC
896
Machina Capital
France
$1.13M +$766K +2,095 +208%
FCM
897
Fortis Capital Management
Washington
$1.12M +$121K +332 +12%
KWM
898
Keebeck Wealth Management
Illinois
$1.12M +$26.7K +73 +2%
TPW
899
Transatlantique Private Wealth
New York
$1.12M -$9.42K -26 -0.8%
BL
900
Balentine LLC
Georgia
$1.12M -$33.3K -91 -3%
34 35
36
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