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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 %
FDP
901
Financiere des Professionnels
Quebec, Canada
$1.11M +$1.11M +3,025 New
WF
902
WoodTrust Financial
Wisconsin
$1.1M +$34.7K +95 +3%
FFG
903
Frisch Financial Group
New York
$1.1M -$365K -1,000 -25%
MA
904
Mezzasalma Advisors
New Jersey
$1.09M – – –
RVPG
905
Relative Value Partners Group
$1.09M +$64.7K +177 +6%
PWPS
906
Pinnacle Wealth Planning Services
Ohio
$1.09M -$15K -41 -1%
PTP
907
Platform Technology Partners
New York
$1.09M +$62.1K +170 +6%
ECM
908
Exchange Capital Management
Michigan
$1.08M – – –
ECM
909
Evergreen Capital Management
Washington
$1.07M +$11K +30 +1%
QPBE
910
Quintet Private Bank (Europe)
Luxembourg
$1.07M -$247K -675 -19%
PWS
911
Peloton Wealth Strategists
Indiana
$1.07M +$314K +860 +42%
WPC
912
Wedmont Private Capital
Pennsylvania
$1.06M +$182K +496 +21%
GAG
913
GM Advisory Group
New York
$1.06M -$1.83K -5 -0.2%
AF
914
Advisornet Financial
Minnesota
$1.05M +$27.8K +76 +3%
LF
915
Lee Financial
Texas
$1.04M -$72.7K -199 -7%
Verition Fund Management
916
Verition Fund Management
Connecticut
$1.03M +$316K +865 +44%
CCA
917
Catalyst Capital Advisors
New York
$1.03M -$135K -370 -12%
CCA
918
Conestoga Capital Advisors
Pennsylvania
$1.02M -$3.65K -10 -0.4%
DWP
919
Daymark Wealth Partners
Ohio
$1.02M -$147K -401 -13%
CWP
920
Cyndeo Wealth Partners
Florida
$1.02M +$20.5K +56 +2%
PWM
921
Perigon Wealth Management
California
$1.02M -$50.8K -139 -5%
GA
922
Geller Advisors
New York
$1.02M -$31.1K -85 -3%
IIM
923
INTECH Investment Management
Florida
$1.01M -$1.76M -4,813 -63%
ISL
924
Ingalls & Snyder LLC
New York
$1.01M +$238K +650 +31%
AWA
925
Aaron Wealth Advisors
Illinois
$1M -$1.1K -3 -0.1%
35 36
37
38 39