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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 %
WP
926
Westmount Partners
California
$947K – – –
FG
927
Foster Group
Iowa
$945K -$20.4K -51 -2%
PWM
928
Palumbo Wealth Management
New York
$942K +$2.01K +5 +0.2%
AWP
929
Accretive Wealth Partners
New Jersey
$938K +$39.7K +99 +4%
FNC
930
First National Corp
Massachusetts
$926K – – –
BL
931
BFSG LLC
California
$922K +$922K +2,299 New
APM
932
Advanced Portfolio Management
New York
$917K +$917K +2,288 New
LBA
933
Lowell Blake & Associates
Massachusetts
$917K +$547K +1,365 +148%
RPC
934
Rossmore Private Capital
Connecticut
$914K – – –
HR
935
Howe & Rusling
New York
$911K – – –
LCM
936
Legato Capital Management
California
$907K -$775K -1,933 -46%
Members Trust
937
Members Trust
Florida
$906K +$906K +2,259 New
GW
938
GW & Wade
Massachusetts
$902K -$5.21K -13 -0.6%
CT
939
Chicago Trust
Illinois
$897K +$11.6K +29 +1%
PFS
940
Prospera Financial Services
Texas
$891K +$12K +30 +1%
TWM
941
Thrive Wealth Management
Pennsylvania
$884K +$62.1K +155 +8%
SFP
942
Shepherd Financial Partners
Massachusetts
$880K +$802 +2 +0.1%
AMCA
943
Arthur M. Cohen & Associates
Illinois
$879K – – –
BWM
944
Bulltick Wealth Management
Florida
$878K -$150K -375 -15%
WSTAM
945
Wilbanks Smith & Thomas Asset Management
Virginia
$878K -$117K -293 -12%
CT
946
Colonial Trust
South Carolina
$874K +$38.5K +96 +5%
CG
947
Colony Group
Massachusetts
$872K – – –
GWA
948
GGM Wealth Advisors
Maryland
$868K +$868K +2,190 New
WIM
949
WealthPlan Investment Management
Nebraska
$857K -$805K -2,008 -48%
TP
950
Tranquility Partners
Tennessee
$853K +$1.6K +4 +0.2%
36 37
38
39 40