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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 %
CIM
901
Caldwell Investment Management
Ontario, Canada
$992K – – –
AF
902
Advisornet Financial
Minnesota
$991K +$16.9K +49 +2%
APGDR
903
Absoluto Partners Gestao de Recursos
Brazil
$986K +$986K +2,859 New
PTP
904
Platform Technology Partners
New York
$982K +$52.7K +153 +6%
HWM
905
HB Wealth Management
Georgia
$970K -$144K -419 -13%
RVPG
906
Relative Value Partners Group
$969K -$102K -297 -10%
TCOO
907
Trust Company of Oklahoma
Oklahoma
$967K +$99.6K +289 +11%
OC
908
Oppenheimer & Co
New York
$965K -$62.7K -182 -6%
BFEC
909
Benjamin F. Edwards & Company
Missouri
$963K +$11.4K +33 +1%
WA
910
Wealth Alliance
New York
$961K -$15.9K -46 -2%
MFGM
911
Marshall Financial Group (Maryland)
Maryland
$959K -$31.7K -92 -3%
RCA
912
Resonant Capital Advisors
Wisconsin
$957K +$52.4K +152 +6%
SC
913
Savant Capital
Illinois
$957K +$255K +741 +36%
BFA
914
Beaumont Financial Advisors
Massachusetts
$955K -$28.3K -82 -3%
KCM
915
Kanawha Capital Management
Virginia
$945K -$345 -1 -0%
DAC
916
Dividend Assets Capital
South Carolina
$939K – – –
ECM
917
Evergreen Capital Management
Washington
$935K +$34.8K +101 +4%
DWT
918
Dorsey & Whitney Trust
South Dakota
$931K +$116K +336 +14%
CAG
919
Csenge Advisory Group
Florida
$928K +$134K +390 +17%
AI
920
Atom Investors
Texas
$927K +$927K +2,689 New
PK
921
Pflug Koory
Nebraska
$920K – – –
LC
922
Lincoln Capital
Nebraska
$917K +$12.1K +35 +1%
AG
923
AIA Group
Hong Kong
$904K +$516K +1,498 +133%
EB
924
Eastern Bank
Massachusetts
$903K -$27.9K -81 -3%
KWM
925
Keebeck Wealth Management
Illinois
$887K +$115K +335 +15%
35 36
37
38 39