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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 %
CG
951
Colony Group
Massachusetts
$876K +$80.4K +220 +10%
FFM
952
Forum Financial Management
Illinois
$867K +$3.65K +10 +0.4%
AWP
953
Accretive Wealth Partners
New Jersey
$865K +$9.5K +26 +1%
WP
954
Westmount Partners
California
$863K – – –
CT
955
Chicago Trust
Illinois
$863K +$45.7K +125 +6%
PWM
956
Palumbo Wealth Management
New York
$861K +$2.19K +6 +0.3%
CGA
957
Channing Global Advisors
Florida
$855K -$702K -1,921 -45%
EFL
958
ERn Financial LLC
Wisconsin
$847K +$80K +219 +10%
FNC
959
First National Corp
Massachusetts
$844K – – –
TP
960
Tranquility Partners
Tennessee
$842K +$63.6K +174 +8%
HR
961
Howe & Rusling
New York
$839K +$8.77K +24 +1%
GW
962
GW & Wade
Massachusetts
$838K +$16.1K +44 +2%
FG
963
Foster Group
Iowa
$838K -$23.4K -64 -3%
LCM
964
Legato Capital Management
California
$837K +$9.87K +27 +1%
OCBCO
965
Oversea-Chinese Banking Corp (OCBC)
Singapore
$835K +$554K +1,517 +197%
RPC
966
Rossmore Private Capital
Connecticut
$833K – – –
Members Trust
967
Members Trust
Florida
$833K – – –
EAM
968
Eventide Asset Management
Massachusetts
$831K +$831K +2,275 New
WWM
969
Western Wealth Management
Colorado
$831K +$579K +1,586 +230%
HT
970
Heritage Trust
Oklahoma
$827K -$166K -454 -17%
GA
971
GSG Advisors
New Jersey
$822K +$822K +2,251 New
SFP
972
Shepherd Financial Partners
Massachusetts
$821K +$19.4K +53 +2%
CT
973
Colonial Trust
South Carolina
$814K +$17.5K +48 +2%
PJSIMP
974
P.J. Schmidt Investment Management (PJS)
Wisconsin
$814K +$1.43K +4 +0.2%
TFS
975
Thoroughbred Financial Services
Tennessee
$803K +$803K +2,200 New
37 38
39
40 41