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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 %
JCM
976
Jacobsen Capital Management
Utah
$776K -$229K -570 -23%
PFG
977
PAX Financial Group
Texas
$775K -$54.9K -137 -7%
DCM
978
Dimension Capital Management
Florida
$773K – – –
BPWM
979
Badgley Phelps Wealth Managers
Washington
$773K +$773K +1,927 New
CI
980
Conning Inc
Connecticut
$772K -$132K -330 -15%
FAIM
981
Financial Advocates Investment Management
Washington
$767K +$32.1K +80 +4%
MM
982
MQS Management
New York
$767K +$767K +1,912 New
CI
983
CX Institutional
Indiana
$765K +$279K +696 +57%
WPW
984
Waldron Private Wealth
Pennsylvania
$763K -$83.4K -208 -10%
MP
985
McDonald Partners
Ohio
$762K +$4.81K +12 +0.6%
MC
986
Moors & Cabot
Massachusetts
$761K +$11.6K +29 +2%
TAM
987
Townsend Asset Management
North Carolina
$760K -$12K -30 -2%
BHWM
988
Bar Harbor Wealth Management
New Hampshire
$758K – – –
CA
989
Continuum Advisory
Idaho
$758K – – –
ARMT
990
Amica Retiree Medical Trust
Rhode Island
$752K +$179K +446 +31%
SWP
991
Strategic Wealth Partners
Ohio
$751K +$13.6K +34 +2%
DAC
992
Dividend Assets Capital
South Carolina
$749K -$376K -937 -33%
CA
993
Claro Advisors
Massachusetts
$746K +$134K +335 +22%
MCI
994
MRP Capital Investments
Georgia
$741K +$741K +1,849 New
CSIC
995
Clifford Swan Investment Counsel
California
$740K +$173K +432 +31%
TW
996
TrinityPoint Wealth
Connecticut
$740K +$3.21K +8 +0.4%
RB
997
Rodgers Brothers
Pennsylvania
$740K +$116K +290 +19%
FC
998
Financial Consulate
Maryland
$731K +$49.3K +123 +7%
RCM
999
Radnor Capital Management
Pennsylvania
$729K – – –
TPCW
1000
TD Private Client Wealth
New York
$726K +$166K +413 +30%
38 39
40
41 42