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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 %
WF
951
WoodTrust Financial
Wisconsin
$796K – – –
SAG
952
SageView Advisory Group
California
$794K +$484K +1,405 +157%
PI
953
PFS Investments
Georgia
$789K +$36.8K +108 +5%
UAS
954
United Asset Strategies
New York
$788K -$57.9K -168 -7%
ACM
955
Acrisure Capital Management
Texas
$787K +$419K +1,215 +114%
RPC
956
Rossmore Private Capital
Connecticut
$786K -$63.8K -185 -8%
FIM
957
Freedom Investment Management
Connecticut
$784K -$2.47M -7,167 -76%
TAM
958
Trillium Asset Management
Massachusetts
$784K – – –
HR
959
Howe & Rusling
New York
$784K -$11.4K -33 -1%
KCM
960
Kendall Capital Management
Maryland
$781K -$70.7K -205 -8%
GW
961
GW & Wade
Massachusetts
$780K -$18.3K -53 -2%
HW
962
Hancock Whitney
Mississippi
$778K -$24.2K -70 -3%
CI
963
Conning Inc
Connecticut
$777K -$110K -318 -12%
AWP
964
Accretive Wealth Partners
New Jersey
$773K +$15.5K +45 +2%
CW
965
Channel Wealth
California
$769K +$769K +2,231 New
CT
966
Chicago Trust
Illinois
$761K – – –
AMCA
967
Arthur M. Cohen & Associates
Illinois
$756K – – –
PFS
968
Prospera Financial Services
Texas
$756K -$5.52K -16 -0.7%
SFP
969
Shepherd Financial Partners
Massachusetts
$756K +$3.45K +10 +0.5%
CG
970
Colony Group
Massachusetts
$750K -$503K -1,459 -40%
PSC
971
Portman Square Capital
United Kingdom
$738K – – –
WG
972
Winton Group
United Kingdom
$738K +$491K +1,425 +199%
LCM
973
Lattice Capital Management
Washington
$735K – – –
CT
974
Coastline Trust
Rhode Island
$733K -$22.4K -65 -3%
TP
975
Tranquility Partners
Tennessee
$733K -$10.3K -30 -1%
37 38
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