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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 %
AWP
976
Accretive Wealth Partners
New Jersey
$1.03M -$7.93K -18 -0.8%
BHWM
977
Bar Harbor Wealth Management
New Hampshire
$1.03M +$204K +463 +25%
FNC
978
First National Corp
Massachusetts
$1.02M +$6.17K +14 +0.6%
GW
979
GW & Wade
Massachusetts
$1.02M +$7.93K +18 +0.8%
GFP
980
Gryphon Financial Partners
Ohio
$1.02M +$438K +1,014 +76%
Verition Fund Management
981
Verition Fund Management
Connecticut
$1.02M -$225K -510 -18%
BIG
982
Brooklyn Investment Group
New York
$1.01M +$1.01M +2,304 New
HR
983
Howe & Rusling
New York
$1.01M – – –
TP
984
Tranquility Partners
Tennessee
$1.01M -$2.64K -6 -0.3%
LCM
985
Legato Capital Management
California
$1.01M – – –
CHC
986
City Holding Co
West Virginia
$1.01M +$100K +227 +11%
HWM
987
Hohimer Wealth Management
Washington
$1M -$77.5K -176 -7%
Members Trust
988
Members Trust
Florida
$998K – – –
MAM
989
Morse Asset Management
Connecticut
$989K -$1.62M -3,671 -62%
SFP
990
Shepherd Financial Partners
Massachusetts
$988K -$2.2K -5 -0.2%
FIA
991
Foundations Investment Advisors
Arizona
$980K +$8.69K +19 +0.9%
GA
992
GSG Advisors
New Jersey
$979K +$11.2K +26 +1%
GWA
993
GGM Wealth Advisors
Maryland
$978K – – –
MIS
994
Morningstar Investment Services
Illinois
$977K +$545K +1,234 +126%
TW
995
TritonPoint Wealth
Maryland
$969K +$969K +2,199 New
HT
996
Heritage Trust
Oklahoma
$967K -$30.8K -70 -3%
ET
997
Entropy Technologies
New York
$963K +$963K +2,187 New
CT
998
Chicago Trust
Illinois
$961K -$79.3K -180 -8%
RCAG
999
Rehmann Capital Advisory Group
Michigan
$954K +$88.6K +201 +10%
CT
1000
Colonial Trust
South Carolina
$953K -$28.6K -65 -3%
38 39
40
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