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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 %
HWMT
1051
Heritage Wealth Management (Texas)
Texas
$589K -$4.14K -12 -0.7%
WPC
1052
Waters Parkerson & Co
Louisiana
$587K +$1.03K +3 +0.2%
IDBONY
1053
Israel Discount Bank of New York
New York
$586K -$3.45K -10 -0.6%
FC
1054
Financial Consulate
Maryland
$586K +$80K +232 +16%
FDCC
1055
Foster Dykema Cabot & Co
Massachusetts
$585K – – –
Los Angeles Capital Management
1056
Los Angeles Capital Management
California
$585K -$77.9K -226 -12%
HT
1057
Headlands Technologies
Illinois
$582K +$302K +875 +108%
WEG
1058
World Equity Group
Illinois
$582K +$562K +22,953 +2,913%
CBT
1059
CoreFirst Bank & Trust
Kansas
$581K -$5.17K -15 -0.9%
GA
1060
Geller Advisors
New York
$581K +$70.7K +205 +14%
LC
1061
Lindbrook Capital
California
$580K +$16.9K +49 +3%
AIM
1062
Arcadia Investment Management
Michigan
$579K – – –
FCM
1063
FJ Capital Management
Virginia
$577K +$158K +457 +38%
VCM
1064
Virtue Capital Management
Tennessee
$574K -$221K -650 -28%
OTL
1065
Oak Thistle LLC
New York
$573K +$573K +1,661 New
OWA
1066
Opal Wealth Advisors
New York
$570K +$570K +1,654 New
EWM
1067
EPG Wealth Management
Georgia
$569K +$348K +1,010 +158%
BC
1068
Bowman & Company
Wisconsin
$564K +$52.1K +151 +10%
BWM
1069
Baron Wealth Management
Michigan
$563K +$5.52K +16 +1%
BWP
1070
Balboa Wealth Partners
Arizona
$561K -$191K -555 -25%
EAM
1071
Empirical Asset Management
Massachusetts
$559K +$39.3K +114 +8%
LCWP
1072
Legacy Capital Wealth Partners
Arkansas
$555K +$555K +1,610 New
BIC
1073
Beach Investment Counsel
Pennsylvania
$552K – – –
LFRG
1074
Lazard Frères Gestion
France
$548K +$34.5K +100 +7%
RIA
1075
Regal Investment Advisors
Michigan
$548K +$161K +467 +42%
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