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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 %
CFG
901
Citizens Financial Group
Rhode Island
$1.4M +$491K +1,115 +54%
Harris Associates
902
Harris Associates
Illinois
$1.39M -$637K -1,445 -31%
EI
903
Ellevest Inc
New York
$1.38M -$21.6K -49 -2%
CNBT
904
Canandaigua National Bank & Trust
New York
$1.37M -$881 -2 -0.1%
AWC
905
Abundance Wealth Counselors
Pennsylvania
$1.37M -$1.76K -4 -0.1%
BJL
906
Brighton Jones LLC
Washington
$1.37M -$14.1K -32 -1%
CCA
907
Checchi Capital Advisers
California
$1.36M -$81.5K -185 -6%
GCP
908
GSA Capital Partners
United Kingdom
$1.35M +$1.35M +3,069 New
TPW
909
Transatlantique Private Wealth
New York
$1.34M – – –
CGL
910
Clarius Group LLC
Washington
$1.34M -$127K -288 -9%
AWCI
911
Alpine Woods Capital Investors
New York
$1.34M +$1.34M +3,050 New
DWT
912
Dorsey & Whitney Trust
South Dakota
$1.34M -$54.2K -123 -4%
FA
913
FDx Advisors
Illinois
$1.34M -$237K -539 -15%
DT
914
Diversified Trust
Tennessee
$1.34M -$6.82M -15,487 -84%
PWPS
915
Pinnacle Wealth Planning Services
Ohio
$1.34M +$27.7K +63 +2%
PWM
916
Perigon Wealth Management
California
$1.34M +$108K +245 +9%
SFG
917
Snider Financial Group
Washington
$1.33M +$1.33M +3,011 New
WPC
918
Wedmont Private Capital
Pennsylvania
$1.33M +$72.6K +168 +6%
SW
919
SteelPeak Wealth
California
$1.32M +$220K +500 +20%
KWM
920
Keebeck Wealth Management
Illinois
$1.32M -$35.2K -80 -3%
TCOO
921
Trust Company of Oklahoma
Oklahoma
$1.31M -$90.3K -205 -6%
CC
922
Centiva Capital
New York
$1.3M +$938K +2,130 +261%
HFA
923
Harbert Fund Advisors
Alabama
$1.3M +$1.3M +2,945 New
PCM
924
Penserra Capital Management
California
$1.28M -$260K -590 -17%
GAG
925
GM Advisory Group
New York
$1.28M – – –
35 36
37
38 39