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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 %
ISL
976
Ingalls & Snyder LLC
New York
$731K +$103K +300 +16%
WPW
977
Waldron Private Wealth
Pennsylvania
$728K +$60.3K +175 +9%
FAM
978
Formidable Asset Management
Ohio
$724K +$724K +2,100 New
GDP
979
Great Diamond Partners
Maine
$724K +$7.24K +21 +1%
TWI
980
Thomas White International
Illinois
$723K – – –
QI
981
Qtron Investments
Massachusetts
$720K +$203K +588 +39%
MOS
982
MGO One Seven
Ohio
$720K +$54.5K +158 +8%
MW
983
Marcum Wealth
Ohio
$719K +$394K +1,142 +121%
CT
984
Colonial Trust
South Carolina
$719K -$17.2K -50 -2%
VSQM
985
V-Square Quantitative Management
Illinois
$718K +$718K +2,083 New
HH
986
Hilltop Holdings
Texas
$717K -$8.62K -25 -1%
SCM
987
Shelton Capital Management
Colorado
$714K +$1.03K +3 +0.1%
PFG
988
PAX Financial Group
Texas
$714K +$17.6K +51 +3%
RCAG
989
Rehmann Capital Advisory Group
Michigan
$713K -$11K -32 -2%
FWCM
990
Ferguson Wellman Capital Management
Oregon
$710K -$9.65K -28 -1%
NAM
991
NorthCrest Asset Manangement
Minnesota
$710K +$280K +813 +65%
CWP
992
Cyndeo Wealth Partners
Florida
$708K +$167K +483 +31%
VIG
993
Vienna Insurance Group
Poland
$708K +$708K +2,054 New
TWM
994
Thrive Wealth Management
Pennsylvania
$707K +$110K +320 +18%
EFL
995
ERn Financial LLC
Wisconsin
$707K -$109K -316 -13%
NB
996
NBT Bank
New York
$698K – – –
WPC
997
Wedmont Private Capital
Pennsylvania
$695K -$678 -2 -0.1%
FBT
998
First Bankers Trust
Kentucky
$694K -$55.9K -162 -7%
CFFP
999
Center for Financial Planning
Michigan
$691K -$53.4K -155 -7%
ERSOT
1000
Employees Retirement System of Texas
Texas
$690K -$19.3M -56,000 -97%
38 39
40
41 42