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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 %
UAS
1001
United Asset Strategies
New York
$714K +$5.85K +16 +0.8%
MW
1002
Marcum Wealth
Ohio
$714K +$330K +904 +86%
CI
1003
Conning Inc
Connecticut
$713K +$9.14K +25 +1%
MPW
1004
Monterey Private Wealth
California
$710K +$1.46K +4 +0.2%
FA
1005
Faithward Advisors
Pennsylvania
$709K +$116K +293 +20%
EWM
1006
EPG Wealth Management
Georgia
$707K +$70.9K +194 +11%
GWAM
1007
Guardian Wealth Advisors (Minnesota)
Minnesota
$706K -$8.41K -23 -1%
MP
1008
McDonald Partners
Ohio
$706K +$11.3K +31 +2%
CWP
1009
Concord Wealth Partners
Virginia
$702K +$181K +495 +35%
NAM
1010
NorthCrest Asset Manangement
Minnesota
$699K +$40.9K +112 +6%
QCM
1011
Qsemble Capital Management
New York
$694K +$694K +1,900 New
MC
1012
Moors & Cabot
Massachusetts
$694K +$365 +1 +0.1%
TAM
1013
Townsend Asset Management
North Carolina
$693K – – –
CI
1014
CX Institutional
Indiana
$693K -$4.75K -13 -0.7%
BCM
1015
BlueCrest Capital Management
Jersey
$692K +$692K +1,894 New
VCM
1016
Virtue Capital Management
Tennessee
$692K – – –
EWM
1017
Empirical Wealth Management
Washington
$692K -$16.8K -46 -2%
SIM
1018
Sentry Investment Management
Wisconsin
$691K -$653K -1,787 -49%
SFCL
1019
Strengthening Families & Communities LLC
Massachusetts
$691K +$50.5K +138 +8%
CM
1020
Columbus Macro
Pennsylvania
$687K -$15K -41 -2%
PMA
1021
Prudent Man Advisors
Illinois
$687K +$687K +1,879 New
SPC
1022
Sigma Planning Corp
Michigan
$685K +$52.6K +144 +8%
BHWM
1023
Bar Harbor Wealth Management
New Hampshire
$684K -$6.94K -19 -1%
BTI
1024
Blue Trust Inc
Georgia
$678K +$272K +680 +67%
TW
1025
TrinityPoint Wealth
Connecticut
$678K +$3.66K +10 +0.5%
39 40
41
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