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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 %
SXL
1026
Summit X LLC
Missouri
$684K -$10K -25 -1%
WPC
1027
Waters Parkerson & Co
Louisiana
$682K -$1.2K -3 -0.2%
IDBONY
1028
Israel Discount Bank of New York
New York
$682K – – –
FDCC
1029
Foster Dykema Cabot & Co
Massachusetts
$681K – – –
SB
1030
Sunflower Bank
Texas
$677K -$16.4K -41 -2%
AIM
1031
Arcadia Investment Management
Michigan
$673K – – –
RIA
1032
Regal Investment Advisors
Michigan
$673K +$36.5K +91 +6%
RDWM
1033
Red Door Wealth Management
Tennessee
$672K +$672K +1,676 New
BC
1034
Bowman & Company
Wisconsin
$672K +$13.3K +33 +2%
PP
1035
Paloma Partners
Connecticut
$666K +$318K +792 +91%
BWM
1036
Baron Wealth Management
Michigan
$664K +$9.22K +23 +1%
OHWP
1037
Oak Harbor Wealth Partners
North Carolina
$663K -$30.9K -77 -4%
PSC
1038
Portman Square Capital
United Kingdom
$661K -$196K -490 -23%
TWI
1039
Thomas White International
Illinois
$661K -$180K -448 -21%
NP
1040
Ninepoint Partners
Ontario, Canada
$656K -$48.1K -120 -7%
IIC
1041
Ironwood Investment Counsel
Arizona
$655K -$67K -167 -9%
NP
1042
NorthRock Partners
Minnesota
$653K -$95.8K -239 -13%
MLA
1043
My Legacy Advisors
Oregon
$650K +$2.88K +7 +0.4%
LC
1044
Lavaca Capital
Texas
$647K -$34.9K -87 -5%
HPM
1045
Hoxton Planning & Management
West Virginia
$647K +$31.3K +78 +5%
ITFISA
1046
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$641K – – –
BIC
1047
Beach Investment Counsel
Pennsylvania
$641K – – –
CBT
1048
CoreFirst Bank & Trust
Kansas
$639K -$36.9K -92 -5%
PA
1049
Pinnacle Associates
New York
$638K +$7.62K +19 +1%
CAAS
1050
Capital Asset Advisory Services
Michigan
$634K +$22.1K +53 +4%
40 41
42
43 44