SPGI icon

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 %
NS
951
NBC Securities
Alabama
$1.15M -$16.3K -37 -1%
FLPIM
952
F.L. Putnam Investment Management
Massachusetts
$1.14M +$11K +25 +1%
LC
953
Lincoln Capital
Nebraska
$1.14M -$26.4K -60 -2%
JWM
954
JPL Wealth Management
Colorado
$1.14M +$1.14M +2,584 New
GJWM
955
Gilliland Jeter Wealth Management
Arkansas
$1.13M +$1.13M +2,572 New
UM
956
UniSuper Management
Australia
$1.13M +$70.5K +160 +7%
HCM
957
Highview Capital Management
Illinois
$1.13M +$5.73K +13 +0.5%
DWP
958
Daymark Wealth Partners
Ohio
$1.12M -$115K -262 -9%
PA
959
Pinnacle Associates
New York
$1.11M +$171K +387 +18%
BFA
960
Beaumont Financial Advisors
Massachusetts
$1.1M -$7.05K -16 -0.6%
OWA
961
Outlook Wealth Advisors
Texas
$1.1M – – –
TWM
962
Thrive Wealth Management
Pennsylvania
$1.1M -$25.1K -57 -2%
FFM
963
Forum Financial Management
Illinois
$1.1M +$54.6K +124 +5%
Focus Partners Wealth
964
Focus Partners Wealth
Massachusetts
$1.09M +$1.09M +2,471 New
WI
965
Wintrust Investments
Illinois
$1.09M -$378K -859 -26%
BCM
966
BluePath Capital Management
Georgia
$1.08M +$25.6K +59 +2%
FFS
967
Founders Financial Securities
Maryland
$1.08M +$373K +847 +53%
CAL
968
Capital Analysts LLC
Pennsylvania
$1.06M -$22K -50 -2%
EFL
969
ERn Financial LLC
Wisconsin
$1.05M +$27.7K +63 +3%
CGA
970
Channing Global Advisors
Florida
$1.04M +$14.1K +32 +1%
CAMG
971
CWA Asset Management Group
Florida
$1.04M +$530K +1,203 +103%
WP
972
Westmount Partners
California
$1.04M – – –
PWM
973
Palumbo Wealth Management
New York
$1.04M +$2.2K +5 +0.2%
PJSIMP
974
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.04M +$23.7K +53 +2%
RPC
975
Rossmore Private Capital
Connecticut
$1.04M +$35.2K +80 +4%
37 38
39
40 41