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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$668M
2
Wells Fargo
Wells Fargo
California
+$358M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$148M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$251M
3
Goldman Sachs
Goldman Sachs
New York
-$240M
4
Capital World Investors
Capital World Investors
California
-$238M
5
BlackRock
BlackRock
New York
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
OHWP
1051
Oak Harbor Wealth Partners
North Carolina
$638K +$34K +93 +6%
RA
1052
RiverPark Advisors
New York
$638K +$12.8K +35 +2%
DAC
1053
Dividend Assets Capital
South Carolina
$637K -$44.9K -123 -7%
AWM
1054
Aspire Wealth Management
Massachusetts
$635K – – –
CP
1055
Covenant Partners
Tennessee
$634K – – –
SC
1056
Sepio Capital
Utah
$630K -$605K -1,655 -49%
RWB
1057
RMR Wealth Builders
New Jersey
$629K +$629K +1,722 New
WPC
1058
Waters Parkerson & Co
Louisiana
$627K +$5.85K +16 +0.9%
FC
1059
Forte Capital
New York
$624K +$135K +369 +28%
FI
1060
Financial Insights
Washington
$624K +$134K +383 +27%
SB
1061
Sunflower Bank
Texas
$622K +$4.39K +12 +0.7%
IDBONY
1062
Israel Discount Bank of New York
New York
$621K – – –
FDCC
1063
Foster Dykema Cabot & Co
Massachusetts
$620K – – –
AWM
1064
Axxcess Wealth Management
California
$620K +$620K +1,696 New
TPCW
1065
TD Private Client Wealth
New York
$618K -$43.5K -119 -7%
HW
1066
Hancock Whitney
Mississippi
$616K -$126K -345 -17%
OWA
1067
Opal Wealth Advisors
New York
$615K -$23.8K -65 -4%
AIM
1068
Arcadia Investment Management
Michigan
$614K – – –
ARMT
1069
Amica Retiree Medical Trust
Rhode Island
$605K -$79.6K -218 -12%
NP
1070
Ninepoint Partners
Ontario, Canada
$598K – – –
IIC
1071
Ironwood Investment Counsel
Arizona
$597K +$365 +1 +0.1%
BS
1072
Bessemer Securities
New York
$597K -$592K -1,622 -50%
KCM
1073
Kendall Capital Management
Maryland
$597K -$142K -390 -19%
VC
1074
Vicus Capital
Pennsylvania
$597K +$376K +1,029 +170%
RAM
1075
Ramirez Asset Management
New York
$595K +$595K +1,629 New
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