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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 %
PP
1051
PDS Planning
Ohio
$634K +$158K +395 +33%
FB
1052
Fulton Bank
Pennsylvania
$630K +$50.1K +125 +9%
MIM
1053
Moseley Investment Management
Florida
$629K – – –
SIG
1054
Stonegate Investment Group
Alabama
$629K +$8.02K +20 +1%
HWMT
1055
Heritage Wealth Management (Texas)
Texas
$627K -$57.3K -143 -8%
BOM
1056
Bank of Marin
California
$627K -$5.61K -14 -0.9%
FNBT
1057
FineMark National Bank & Trust
Florida
$617K -$3.61K -9 -0.6%
IWP
1058
Icon Wealth Partners
Texas
$615K – – –
MPM
1059
Meritage Portfolio Management
Kansas
$610K +$2.81K +7 +0.5%
RZH
1060
Relyea Zuckerberg Hanson
Connecticut
$609K +$102K +254 +20%
SFSG
1061
Sound Financial Strategies Group
Mississippi
$608K +$608K +1,516 New
BCM
1062
Bayesian Capital Management
New York
$601K -$7.98M -19,900 -93%
ST
1063
Spinnaker Trust
Maine
$600K – – –
NP
1064
Nilsine Partners
Colorado
$600K +$263K +656 +78%
NRW
1065
Nova R Wealth
Kansas
$598K – – –
HIA
1066
Harbor Investment Advisory
Maryland
$597K -$1.6K -4 -0.3%
CWM
1067
Circle Wealth Management
New Jersey
$596K -$1.6K -4 -0.3%
FFS
1068
Founders Financial Securities
Maryland
$591K -$107K -267 -15%
ACI
1069
Alpha Cubed Investments
California
$589K -$115K -286 -16%
NHT
1070
New Hampshire Trust
New Hampshire
$587K – – –
ALAM
1071
Asahi Life Asset Management
Japan
$585K +$263K +655 +81%
FA
1072
Faithward Advisors
Pennsylvania
$582K +$120K +310 +26%
BFA
1073
Buttonwood Financial Advisors
Maryland
$578K +$30.9K +77 +6%
CF
1074
Cantor Fitzgerald
New York
$576K -$5.61K -14 -1%
GC
1075
Guidance Capital
Kentucky
$575K +$575K +1,482 New
41 42
43
44 45