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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 %
MAM
926
Madison Asset Management
Wisconsin
$885K -$107K -311 -11%
BWM
927
Bulltick Wealth Management
Florida
$885K +$231K +670 +35%
FCM
928
Fortis Capital Management
Washington
$883K +$132K +383 +18%
OIA
929
OneDigital Investment Advisors
Kansas
$875K +$102K +297 +13%
FIA
930
Foundations Investment Advisors
Arizona
$870K +$236K +685 +37%
AWA
931
Aaron Wealth Advisors
Illinois
$867K +$48.3K +140 +6%
JCM
932
Jacobsen Capital Management
Utah
$864K -$529K -1,535 -38%
OWA
933
Outlook Wealth Advisors
Texas
$864K – – –
CCM
934
CTC Capital Management
Illinois
$860K +$860K +2,494 New
HWM
935
Hohimer Wealth Management
Washington
$858K -$24.1K -70 -3%
WSTAM
936
Wilbanks Smith & Thomas Asset Management
Virginia
$856K +$221K +642 +35%
PJSIMP
937
P.J. Schmidt Investment Management (PJS)
Wisconsin
$851K -$81.8K -230 -9%
JCM
938
Jacobi Capital Management
Pennsylvania
$845K +$1.72K +5 +0.2%
FG
939
Foster Group
Iowa
$830K -$41.4K -120 -5%
GCM
940
Graham Capital Management
Connecticut
$829K +$829K +2,405 New
JF
941
Jump Financial
Illinois
$823K +$823K +2,387 New
CAL
942
Capital Analysts LLC
Pennsylvania
$820K +$15.5K +45 +2%
AIA
943
Avalon Investment & Advisory
Texas
$817K +$817K +2,370 New
WP
944
Westmount Partners
California
$814K +$1.38K +4 +0.2%
PWM
945
Palumbo Wealth Management
New York
$808K +$2.07K +6 +0.3%
FFM
946
Forum Financial Management
Illinois
$803K +$12.1K +35 +2%
SPC
947
Sigma Planning Corp
Michigan
$802K +$235K +681 +41%
IA
948
IFP Advisors
Florida
$800K -$342K -2,089 -30%
RWA
949
Ropes Wealth Advisors
Massachusetts
$797K -$121K -351 -13%
FNC
950
First National Corp
Massachusetts
$796K – – –
36 37
38
39 40