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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 %
APP
1001
Avantax Planning Partners
Iowa
$685K -$8.96K -26 -1%
JGGDR
1002
JGP Global Gestao de Recursos
Brazil
$685K -$2.27M -2,766 -77%
EA
1003
Emerald Advisers
Pennsylvania
$682K – – –
CAM
1004
Cresset Asset Management
Illinois
$675K -$754K -2,187 -53%
GCP
1005
GSA Capital Partners
United Kingdom
$672K +$672K +1,950 New
PMA
1006
Prudent Man Advisors
Illinois
$667K – – –
MPW
1007
Monterey Private Wealth
California
$667K +$1.72K +5 +0.3%
DCM
1008
Dimension Capital Management
Florida
$665K – – –
TAM
1009
Townsend Asset Management
North Carolina
$664K +$2.41K +7 +0.4%
GWAM
1010
Guardian Wealth Advisors (Minnesota)
Minnesota
$659K +$60.4K +175 +10%
EP
1011
Edgestream Partners
New Jersey
$658K +$658K +1,908 New
CHC
1012
City Holding Co
West Virginia
$656K +$25.9K +75 +4%
CA
1013
Continuum Advisory
Idaho
$652K +$21.4K +62 +3%
BHWM
1014
Bar Harbor Wealth Management
New Hampshire
$652K – – –
MP
1015
McDonald Partners
Ohio
$651K +$9.31K +27 +1%
SF
1016
Summit Financial
New Jersey
$646K +$3.79K +11 +0.6%
NP
1017
NorthRock Partners
Minnesota
$644K +$31.4K +91 +5%
MC
1018
Moors & Cabot
Massachusetts
$644K +$18.6K +54 +3%
BTI
1019
Blue Trust Inc
Georgia
$640K +$21.8K +65 +4%
NW
1020
NewEdge Wealth
Pennsylvania
$639K -$25.9K -75 -4%
APWM
1021
Atlas Private Wealth Management
New York
$638K – – –
SWP
1022
Strategic Wealth Partners
Ohio
$635K +$406K +1,178 +178%
TW
1023
TrinityPoint Wealth
Connecticut
$633K +$12.8K +37 +2%
FAIM
1024
Financial Advocates Investment Management
Washington
$632K +$17.6K +51 +3%
RCM
1025
Radnor Capital Management
Pennsylvania
$627K +$6.9K +20 +1%
39 40
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