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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 %
FWCM
1001
Ferguson Wellman Capital Management
Oregon
$724K -$102K -254 -12%
FIM
1002
Freedom Investment Management
Connecticut
$724K -$188K -469 -21%
SP
1003
Symmetry Partners
Connecticut
$723K – – –
NAM
1004
NorthCrest Asset Manangement
Minnesota
$722K -$103K -258 -13%
FMLI
1005
Fukoku Mutual Life Insurance
Japan
$718K – – –
DTC
1006
Davidson Trust Company
Washington
$715K +$113K +282 +19%
MWM
1007
Mission Wealth Management
California
$715K +$163K +406 +29%
RSC
1008
Red Spruce Capital
Pennsylvania
$712K – – –
GAM
1009
Griffin Asset Management
New York
$712K -$10K -25 -1%
TIMH
1010
Tilt Investment Management Holdings
New York
$708K – – –
MWP
1011
Meridian Wealth Partners
Pennsylvania
$706K +$15.2K +38 +2%
MCM
1012
Mendel Capital Management
Arkansas
$706K +$802 +2 +0.1%
SFCL
1013
Strengthening Families & Communities LLC
Massachusetts
$702K +$173K +431 +33%
OWA
1014
Opal Wealth Advisors
New York
$701K +$37.7K +94 +6%
EWM
1015
EPG Wealth Management
Georgia
$698K +$36.1K +90 +5%
AWM
1016
Aspire Wealth Management
Massachusetts
$697K – – –
CP
1017
Covenant Partners
Tennessee
$696K – – –
SPC
1018
Sigma Planning Corp
Michigan
$694K -$239K -596 -26%
APP
1019
Avantax Planning Partners
Iowa
$693K -$104K -260 -13%
VCM
1020
Virtue Capital Management
Tennessee
$692K +$17.2K +43 +3%
FNBOH
1021
First National Bank of Hutchinson
Kansas
$692K +$3.21K +8 +0.5%
DLA
1022
Douglas Lane & Associates
New York
$686K +$157K +391 +30%
MCA
1023
Magnolia Capital Advisors
Mississippi
$686K -$1.2K -3 -0.2%
LC
1024
Lindbrook Capital
California
$686K +$12K +30 +2%
RA
1025
RiverPark Advisors
New York
$686K -$32.1K -80 -4%
39 40
41
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