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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 %
SIA
876
Schechter Investment Advisors
Michigan
$1.54M +$4.41K +10 +0.3%
CIG
877
Cullen Investment Group
Louisiana
$1.52M +$1.52M +3,453 New
HSA
878
HBK Sorce Advisory
Pennsylvania
$1.52M -$108K -246 -7%
CI
879
Cigna Investments
Connecticut
$1.51M -$18.9K -43 -1%
RMCM
880
Reynders McVeigh Capital Management
Massachusetts
$1.51M -$7.05K -16 -0.5%
CFGS
881
Concourse Financial Group Securities
Alabama
$1.51M +$15.4K +35 +1%
FPCP
882
Fort Point Capital Partners
California
$1.5M +$2.64K +6 +0.2%
LWCFA
883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.5M -$105K -234 -7%
FFO
884
Fiduciary Family Office
Florida
$1.48M +$1.48M +3,361 New
FI
885
Fosun International
China
$1.48M -$30.8K -70 -2%
CSPIA
886
Cary Street Partners Investment Advisory
Virginia
$1.47M +$543K +1,233 +58%
CB
887
Cadence Bank
Mississippi
$1.47M -$35.2K -80 -2%
CAG
888
Csenge Advisory Group
Florida
$1.47M +$90.7K +206 +7%
VIG
889
Vienna Insurance Group
Poland
$1.46M -$405K -919 -22%
HAG
890
HighPoint Advisor Group
Illinois
$1.45M +$1.45M +3,472 New
IWC
891
Integrated Wealth Concepts
Massachusetts
$1.45M -$823K -1,868 -36%
SF
892
Summit Financial
New Jersey
$1.44M +$12.8K +29 +0.9%
AIM
893
Anchor Investment Management
South Carolina
$1.44M -$578K -1,313 -29%
RI
894
Redwood Investments
Massachusetts
$1.43M -$274K -623 -16%
VWM
895
Venturi Wealth Management
Texas
$1.43M -$41.9K -95 -3%
RWA
896
River Wealth Advisors
Pennsylvania
$1.42M -$30.8K -70 -2%
GC
897
Guardian Capital
Ontario, Canada
$1.42M -$6.61K -15 -0.5%
PTP
898
Platform Technology Partners
New York
$1.41M +$135K +314 +11%
FTB
899
First Trust Bank
Bahamas
$1.41M +$1.41M +3,200 New
MCM
900
MAI Capital Management
Ohio
$1.4M +$19.8K +45 +1%
34 35
36
37 38