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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 %
GDP
951
Great Diamond Partners
Maine
$846K +$4.41K +11 +0.5%
ISL
952
Ingalls & Snyder LLC
New York
$844K -$6.01K -15 -0.7%
EFL
953
ERn Financial LLC
Wisconsin
$842K +$20K +50 +2%
FIA
954
Foundations Investment Advisors
Arizona
$834K -$177K -442 -18%
SCM
955
Shelton Capital Management
Colorado
$829K -$1.2K -3 -0.1%
PWS
956
Peloton Wealth Strategists
Indiana
$825K +$825K +2,057 New
WP
957
WealthPLAN Partners
Nebraska
$824K -$1.18M -2,933 -59%
TAM
958
Trillium Asset Management
Massachusetts
$824K -$42.5K -106 -5%
RCAG
959
Rehmann Capital Advisory Group
Michigan
$821K -$7.62K -19 -0.9%
CSPIA
960
Cary Street Partners Investment Advisory
Virginia
$818K +$246K +613 +43%
MOS
961
MGO One Seven
Ohio
$817K -$19.6K -49 -2%
HW
962
Hancock Whitney
Mississippi
$815K -$89.4K -223 -10%
HH
963
Hilltop Holdings
Texas
$813K -$20.4K -51 -2%
KCM
964
Kendall Capital Management
Maryland
$812K -$96.6K -241 -11%
NB
965
NBT Bank
New York
$812K – – –
CFFP
966
Center for Financial Planning
Michigan
$803K – – –
FAM
967
Formidable Asset Management
Ohio
$797K -$44.9K -112 -5%
SGI
968
Summit Global Investments
Utah
$787K -$4.02M -10,036 -84%
GWAM
969
Guardian Wealth Advisors (Minnesota)
Minnesota
$783K +$17.2K +43 +2%
Verition Fund Management
970
Verition Fund Management
Connecticut
$782K -$1.08M -2,685 -58%
CHC
971
City Holding Co
West Virginia
$781K +$18K +45 +2%
CM
972
Columbus Macro
Pennsylvania
$781K +$261K +642 +50%
EWM
973
Empirical Wealth Management
Washington
$777K +$49.3K +123 +7%
MPW
974
Monterey Private Wealth
California
$777K +$1.6K +4 +0.2%
UAS
975
United Asset Strategies
New York
$777K -$139K -347 -15%
37 38
39
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