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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 %
CA
1026
Claro Advisors
Massachusetts
$867K +$3.08K +7 +0.4%
BC
1027
Bowman & Company
Wisconsin
$863K +$50.3K +114 +6%
DLA
1028
Douglas Lane & Associates
New York
$860K -$8.81K -20 -1%
EWM
1029
Empirical Wealth Management
Washington
$860K +$26.4K +60 +3%
FC
1030
Forte Capital
New York
$857K +$104K +237 +14%
CI
1031
Conning Inc
Connecticut
$855K -$4.41K -10 -0.5%
MP
1032
McDonald Partners
Ohio
$855K +$3.97K +9 +0.5%
DCM
1033
Dimension Capital Management
Florida
$850K +$850K +1,929 New
BFM
1034
Boothbay Fund Management
New York
$848K +$272K +618 +47%
MC
1035
Moors & Cabot
Massachusetts
$846K +$9.25K +21 +1%
GWAM
1036
Guardian Wealth Advisors (Minnesota)
Minnesota
$843K -$7.05K -16 -0.8%
SWP
1037
Strategic Wealth Partners
Ohio
$842K -$231K -524 -22%
FA
1038
Faithward Advisors
Pennsylvania
$838K +$27.1K +60 +3%
FG
1039
Foster Group
Iowa
$838K – – –
CM
1040
Columbus Macro
Pennsylvania
$834K +$8.35K +19 +1%
GM
1041
GeoWealth Management
Illinois
$834K +$820K +1,863 +5,822%
MCA
1042
Magnolia Capital Advisors
Mississippi
$834K +$54.1K +119 +7%
FI
1043
Financial Insights
Washington
$828K +$41K +93 +5%
CA
1044
Continuum Advisory
Idaho
$823K +$7.93K +18 +1%
BWP
1045
Balboa Wealth Partners
Arizona
$821K +$244K +554 +42%
TW
1046
TrinityPoint Wealth
Connecticut
$820K +$2.64K +6 +0.3%
JFG
1047
Jefferies Financial Group
New York
$816K +$816K +1,853 New
VWM
1048
VCI Wealth Management
Missouri
$816K +$816K +1,852 New
MW
1049
Marcum Wealth
Ohio
$816K -$44.9K -102 -5%
TAM
1050
Townsend Asset Management
North Carolina
$813K -$22K -50 -3%
40 41
42
43 44