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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 %
GWA
976
GGM Wealth Advisors
Maryland
$800K – – –
FAM
977
Formidable Asset Management
Ohio
$790K +$63.9K +175 +9%
PFS
978
Prospera Financial Services
Texas
$787K -$24.9K -68 -3%
SL
979
Sonnipe Ltd
Isle Of Man
$781K -$309K -846 -28%
JF
980
Jump Financial
Illinois
$781K +$562K +1,538 +256%
STA
981
Summit Trail Advisors
New York
$780K -$116K -318 -13%
PA
982
Pinnacle Associates
New York
$778K +$197K +539 +34%
FIA
983
Foundations Investment Advisors
Arizona
$776K +$15.4K +42 +2%
CSPIA
984
Cary Street Partners Investment Advisory
Virginia
$771K +$25.2K +69 +3%
GDP
985
Great Diamond Partners
Maine
$768K -$2.92K -8 -0.4%
AMCA
986
Arthur M. Cohen & Associates
Illinois
$765K -$36.5K -100 -5%
JCM
987
Jacobsen Capital Management
Utah
$757K +$49.7K +136 +7%
CHC
988
City Holding Co
West Virginia
$752K +$40.2K +110 +6%
CFG
989
Citizens Financial Group
Rhode Island
$752K -$3.65M -9,998 -83%
TAM
990
Trillium Asset Management
Massachusetts
$751K – – –
ACA
991
Aptus Capital Advisors
Alabama
$748K +$373K +1,022 +100%
LFRG
992
Lazard Frères Gestion
France
$744K +$226K +695 +44%
D.E. Shaw & Co
993
D.E. Shaw & Co
New York
$740K +$478K +1,307 +182%
NW
994
NewEdge Wealth
Pennsylvania
$737K -$1.17M -3,189 -61%
CFFP
995
Center for Financial Planning
Michigan
$730K -$1.83K -5 -0.2%
LCWP
996
Legacy Capital Wealth Partners
Arkansas
$724K +$724K +1,982 New
DLA
997
Douglas Lane & Associates
New York
$721K +$95.4K +261 +15%
RCAG
998
Rehmann Capital Advisory Group
Michigan
$718K -$30.3K -83 -4%
DTL
999
Dynamic Technology Lab
Singapore
$717K +$717K +1,963 New
CA
1000
Claro Advisors
Massachusetts
$717K +$36.9K +101 +5%
38 39
40
41 42