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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 %
CI
1051
CX Institutional
Indiana
$813K -$22K -50 -3%
FAIM
1052
Financial Advocates Investment Management
Washington
$813K +$15.4K +35 +2%
EH
1053
Equitable Holdings
New York
$809K +$483K +1,096 +148%
GDP
1054
Great Diamond Partners
Maine
$807K -$119K -270 -13%
NW
1055
NewEdge Wealth
Pennsylvania
$807K -$81.9K -186 -9%
RCM
1056
Radnor Capital Management
Pennsylvania
$801K – – –
WPW
1057
Waldron Private Wealth
Pennsylvania
$801K – – –
WSTAM
1058
Wilbanks Smith & Thomas Asset Management
Virginia
$798K -$291K -660 -27%
WC
1059
Woodstock Corp
Massachusetts
$796K -$311K -705 -28%
FNBOH
1060
First National Bank of Hutchinson
Kansas
$791K -$2.64K -6 -0.3%
LIG
1061
Lokken Investment Group
Delaware
$790K +$790K +1,794 New
MWP
1062
Meridian Wealth Partners
Pennsylvania
$790K +$7.05K +16 +0.9%
RSC
1063
Red Spruce Capital
Pennsylvania
$789K +$17.6K +40 +2%
GAM
1064
Griffin Asset Management
New York
$785K – – –
NP
1065
Ninepoint Partners
Ontario, Canada
$783K +$61.7K +140 +9%
PMA
1066
Prudent Man Advisors
Illinois
$779K -$48.5K -110 -6%
GC
1067
Guidance Capital
Kentucky
$777K +$90.3K +207 +13%
9WM
1068
9258 Wealth Management
Ohio
$774K +$181K +410 +30%
JCM
1069
Jacobsen Capital Management
Utah
$772K -$141K -320 -15%
MCM
1070
Mendel Capital Management
Arkansas
$767K -$9.25K -21 -1%
AWM
1071
Aspire Wealth Management
Massachusetts
$766K – – –
TPCW
1072
TD Private Client Wealth
New York
$766K +$20.7K +47 +3%
CWS
1073
Confluence Wealth Services
Pennsylvania
$765K -$37K -84 -5%
CP
1074
Covenant Partners
Tennessee
$764K – – –
DTC
1075
Davidson Trust Company
Washington
$762K -$13.2K -30 -2%
41 42
43
44 45