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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 %
VSQM
901
V-Square Quantitative Management
Illinois
$1.09M +$255K +636 +31%
HT
902
Heritage Trust
Oklahoma
$1.09M -$105K -262 -9%
RWA
903
Ropes Wealth Advisors
Massachusetts
$1.08M +$156K +389 +17%
PK
904
Pflug Koory
Nebraska
$1.07M – – –
BFA
905
Beaumont Financial Advisors
Massachusetts
$1.06M -$47.3K -118 -4%
LC
906
Lincoln Capital
Nebraska
$1.06M -$4.01K -10 -0.4%
GM
907
GeoWealth Management
Illinois
$1.05M +$1.05M +2,623 New
EB
908
Eastern Bank
Massachusetts
$1.05M -$802 -2 -0.1%
MFGM
909
Marshall Financial Group (Maryland)
Maryland
$1.05M -$68.2K -170 -6%
MAM
910
Madison Asset Management
Wisconsin
$1.05M +$16K +40 +2%
HCM
911
Highview Capital Management
Illinois
$1.03M +$1.03M +2,562 New
FLPIM
912
F.L. Putnam Investment Management
Massachusetts
$1.02M +$717K +1,789 +233%
WI
913
Wintrust Investments
Illinois
$1.01M +$1.01M +2,517 New
WC
914
Woodstock Corp
Massachusetts
$1.01M -$345K -860 -25%
OWA
915
Outlook Wealth Advisors
Texas
$1M – – –
WPC
916
Wedmont Private Capital
Pennsylvania
$1M +$147K +354 +17%
STA
917
Summit Trail Advisors
New York
$983K +$483K +1,204 +96%
JCM
918
Jacobi Capital Management
Pennsylvania
$976K -$7.22K -18 -0.7%
HWM
919
Hohimer Wealth Management
Washington
$974K -$23.7K -59 -2%
PJSIMP
920
P.J. Schmidt Investment Management (PJS)
Wisconsin
$971K -$52.2K -122 -5%
CAL
921
Capital Analysts LLC
Pennsylvania
$968K +$14K +35 +1%
RL
922
Retireful LLC
Michigan
$968K +$968K +2,414 New
UM
923
UniSuper Management
Australia
$962K +$962K +2,400 New
SAG
924
SageView Advisory Group
California
$950K +$26.9K +67 +3%
FFM
925
Forum Financial Management
Illinois
$947K +$12.8K +32 +1%
35 36
37
38 39