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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 %
ECM
926
Evergreen Capital Management
Washington
$1.28M -$14.1K -32 -1%
WF
927
WoodTrust Financial
Wisconsin
$1.28M -$41.8K -95 -3%
AF
928
Advisornet Financial
Minnesota
$1.27M +$8.37K +19 +0.7%
BL
929
Balentine LLC
Georgia
$1.27M -$77.1K -175 -6%
RVPG
930
Relative Value Partners Group
$1.27M -$46.3K -105 -4%
ECM
931
Exchange Capital Management
Michigan
$1.27M -$30.4K -69 -2%
WWM
932
Western Wealth Management
Colorado
$1.26M +$260K +590 +26%
LF
933
Lee Financial
Texas
$1.26M -$881 -2 -0.1%
GA
934
Geller Advisors
New York
$1.25M +$24.2K +55 +2%
AWA
935
Aaron Wealth Advisors
Illinois
$1.23M +$20.7K +47 +2%
SIM
936
Sentry Investment Management
Wisconsin
$1.23M +$396K +898 +48%
IIM
937
INTECH Investment Management
Florida
$1.22M – – –
NP
938
NorthRock Partners
Minnesota
$1.22M +$554K +1,257 +83%
WIA
939
World Investment Advisors
California
$1.22M +$1.22M +2,771 New
MC
940
Machina Capital
France
$1.22M -$151K -343 -11%
QWP
941
Quotient Wealth Partners
Texas
$1.21M +$1.21M +2,756 New
ISL
942
Ingalls & Snyder LLC
New York
$1.21M – – –
CVA
943
Central Valley Advisors
California
$1.21M +$1.21M +2,747 New
KCM
944
Kanawha Capital Management
Virginia
$1.2M -$3.08K -7 -0.3%
MCM
945
Moore Capital Management
New York
$1.19M +$1.19M +2,703 New
CCA
946
Conestoga Capital Advisors
Pennsylvania
$1.19M -$44.1K -100 -4%
MA
947
Mezzasalma Advisors
New Jersey
$1.19M -$132K -300 -10%
PK
948
Pflug Koory
Nebraska
$1.18M – – –
JCM
949
Jacobi Capital Management
Pennsylvania
$1.16M +$21.6K +49 +2%
MFGM
950
Marshall Financial Group (Maryland)
Maryland
$1.16M -$4.85K -11 -0.4%
36 37
38
39 40