SPGI icon

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 %
KCM
926
Kanawha Capital Management
Virginia
$1M -$365 -1 -0%
RWA
927
Ropes Wealth Advisors
Massachusetts
$979K -$8.4K -23 -0.9%
PK
928
Pflug Koory
Nebraska
$975K – – –
NS
929
NBC Securities
Alabama
$970K +$970K +2,656 New
LC
930
Lincoln Capital
Nebraska
$969K – – –
NRD
931
Nebula Research & Development
New York
$965K +$965K +2,642 New
MFGM
932
Marshall Financial Group (Maryland)
Maryland
$964K +$9.5K +26 +1%
RIA
933
Regal Investment Advisors
Michigan
$960K +$346K +947 +56%
MAM
934
Madison Asset Management
Wisconsin
$948K -$5.12K -14 -0.5%
JCM
935
Jacobi Capital Management
Pennsylvania
$947K +$57.4K +157 +6%
FLPIM
936
F.L. Putnam Investment Management
Massachusetts
$938K +$3.65K +10 +0.4%
TWM
937
Thrive Wealth Management
Pennsylvania
$936K +$130K +356 +16%
MOS
938
MGO One Seven
Ohio
$930K +$185K +506 +25%
HCM
939
Highview Capital Management
Illinois
$929K -$7.31K -20 -0.8%
BFA
940
Beaumont Financial Advisors
Massachusetts
$922K -$47.1K -129 -5%
WC
941
Woodstock Corp
Massachusetts
$918K – – –
OWA
942
Outlook Wealth Advisors
Texas
$915K – – –
SW
943
SteelPeak Wealth
California
$914K +$914K +2,500 New
WSTAM
944
Wilbanks Smith & Thomas Asset Management
Virginia
$903K +$103K +281 +13%
SAG
945
SageView Advisory Group
California
$902K +$35.8K +98 +4%
HWM
946
Hohimer Wealth Management
Washington
$898K +$9.87K +27 +1%
CAL
947
Capital Analysts LLC
Pennsylvania
$897K +$15.3K +42 +2%
SWP
948
Strategic Wealth Partners
Ohio
$890K +$205K +561 +30%
BCM
949
BluePath Capital Management
Georgia
$887K +$887K +2,428 New
UM
950
UniSuper Management
Australia
$877K – – –
36 37
38
39 40