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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 %
ITFISA
1076
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$546K – – –
BOM
1077
Bank of Marin
California
$544K – – –
PA
1078
Pinnacle Associates
New York
$542K +$77.9K +226 +17%
MIM
1079
Moseley Investment Management
Florida
$541K – – –
BTWM
1080
Baker Tilly Wealth Management
Wisconsin
$539K -$121K -351 -18%
IFU
1081
iSAM Funds (UK)
United Kingdom
$537K +$537K +1,557 New
RB
1082
Rodgers Brothers
Pennsylvania
$536K -$8.62K -25 -2%
SIG
1083
Stonegate Investment Group
Alabama
$534K -$13.8K -40 -3%
FNBT
1084
FineMark National Bank & Trust
Florida
$534K +$50.7K +147 +10%
BC
1085
Bridgefront Capital
Texas
$532K +$117K +338 +28%
MLA
1086
My Legacy Advisors
Oregon
$532K +$17.6K +52 +3%
HPM
1087
Hoxton Planning & Management
West Virginia
$529K +$10.3K +30 +2%
IWP
1088
Icon Wealth Partners
Texas
$529K +$529K +1,533 New
CA
1089
Claro Advisors
Massachusetts
$526K +$51.4K +149 +11%
MPM
1090
Meritage Portfolio Management
Kansas
$522K -$366K -1,063 -41%
DTC
1091
Davidson Trust Company
Washington
$518K +$6.55K +19 +1%
ST
1092
Spinnaker Trust
Maine
$516K – – –
HIA
1093
Harbor Investment Advisory
Maryland
$514K -$1.38K -4 -0.3%
NHC
1094
Nicholas Hoffman & Company
Georgia
$514K – – –
NRW
1095
Nova R Wealth
Kansas
$514K – – –
CWM
1096
Circle Wealth Management
New Jersey
$514K -$3.79K -11 -0.7%
CAAS
1097
Capital Asset Advisory Services
Michigan
$507K -$105K -304 -17%
WAG
1098
Wallace Advisory Group
California
$507K -$15.9K -46 -3%
NHT
1099
New Hampshire Trust
New Hampshire
$505K – – –
CF
1100
Cantor Fitzgerald
New York
$500K +$500K +1,451 New
42 43
44
45 46