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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 %
SGI
1001
Summit Global Investments
Utah
$946K +$154K +350 +19%
MOS
1002
MGO One Seven
Ohio
$944K -$177K -402 -16%
SL
1003
Sonnipe Ltd
Isle Of Man
$942K – – –
LC
1004
Lindbrook Capital
California
$939K +$153K +348 +20%
ACA
1005
Aptus Capital Advisors
Alabama
$936K +$33.9K +77 +4%
UAS
1006
United Asset Strategies
New York
$935K +$74.5K +169 +9%
PFS
1007
Prospera Financial Services
Texas
$928K -$21.1K -48 -2%
RWB
1008
RMR Wealth Builders
New Jersey
$927K +$168K +382 +22%
Two Sigma Investments
1009
Two Sigma Investments
New York
$925K +$925K +2,100 New
FAM
1010
Formidable Asset Management
Ohio
$920K -$32.6K -74 -3%
TFS
1011
Thoroughbred Financial Services
Tennessee
$918K -$50.2K -114 -5%
AMCA
1012
Arthur M. Cohen & Associates
Illinois
$911K -$11K -25 -1%
TAM
1013
Trillium Asset Management
Massachusetts
$906K – – –
LCWP
1014
Legacy Capital Wealth Partners
Arkansas
$904K +$30.4K +69 +3%
RWM
1015
Rockline Wealth Management
New York
$903K +$903K +2,049 New
MPW
1016
Monterey Private Wealth
California
$900K +$44.5K +101 +5%
STA
1017
Summit Trail Advisors
New York
$900K -$40.5K -92 -4%
MWM
1018
Mission Wealth Management
California
$893K +$89.4K +203 +11%
NAM
1019
NorthCrest Asset Manangement
Minnesota
$892K +$48.9K +111 +6%
PWMG
1020
Prestige Wealth Management Group
New Jersey
$891K +$80.6K +183 +10%
MSS
1021
Mitchell Sinkler & Starr
Pennsylvania
$885K +$247K +560 +39%
A
1022
AlphaQuest
New York
$883K +$883K +2,004 New
CFFP
1023
Center for Financial Planning
Michigan
$880K – – –
SFCL
1024
Strengthening Families & Communities LLC
Massachusetts
$874K +$41.4K +94 +5%
LFRG
1025
Lazard Frères Gestion
France
$868K +$43.3K +120 +5%
39 40
41
42 43