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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 %
EWM
1026
Empirical Wealth Management
Washington
$626K +$4.14K +12 +0.7%
SP
1027
Symmetry Partners
Connecticut
$622K – – –
IIC
1028
Ironwood Investment Counsel
Arizona
$621K +$191K +555 +45%
GAM
1029
Griffin Asset Management
New York
$621K – – –
CCS
1030
Concentric Capital Strategies
Connecticut
$620K +$12.1K +35 +2%
FMLI
1031
Fukoku Mutual Life Insurance
Japan
$617K – – –
RA
1032
RiverPark Advisors
New York
$617K – – –
EGM
1033
Engineers Gate Manager
New York
$613K +$289K +838 +89%
RSC
1034
Red Spruce Capital
Pennsylvania
$612K +$8.96K +26 +1%
WP
1035
WealthSource Partners
California
$612K -$3.79K -11 -0.6%
PCM
1036
Penserra Capital Management
California
$611K – – –
MCM
1037
Mendel Capital Management
Arkansas
$606K +$82.8K +240 +16%
NP
1038
Ninepoint Partners
Ontario, Canada
$606K +$161K +466 +36%
ACI
1039
Alpha Cubed Investments
California
$605K -$70.3K -204 -10%
FFS
1040
Founders Financial Securities
Maryland
$601K +$122K +353 +25%
AWM
1041
Aspire Wealth Management
Massachusetts
$600K – – –
CP
1042
Covenant Partners
Tennessee
$598K – – –
SXL
1043
Summit X LLC
Missouri
$598K +$5.87K +17 +1%
OHWP
1044
Oak Harbor Wealth Partners
North Carolina
$597K +$81.4K +236 +16%
SB
1045
Sunflower Bank
Texas
$596K -$6.21K -18 -1%
MWP
1046
Meridian Wealth Partners
Pennsylvania
$594K +$12.8K +37 +2%
TIMH
1047
Tilt Investment Management Holdings
New York
$593K +$75.5K +225 +15%
FNBOH
1048
First National Bank of Hutchinson
Kansas
$592K +$18.3K +53 +3%
MCA
1049
Magnolia Capital Advisors
Mississippi
$591K +$25.2K +73 +4%
LC
1050
Lavaca Capital
Texas
$589K +$58.9K +170 +11%
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42
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