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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 %
ECA
1076
Elevated Capital Advisors
Utah
$574K +$42.9K +107 +8%
CWP
1077
Concord Wealth Partners
Virginia
$571K +$309K +771 +118%
FFA
1078
Founders Financial Alliance
North Carolina
$566K +$77.4K +193 +16%
FI
1079
Financial Insights
Washington
$562K +$70.2K +175 +14%
WB
1080
WesBanco Bank
West Virginia
$562K +$17.2K +43 +3%
RWPA
1081
Richard W. Paul & Associates
Michigan
$562K +$73K +182 +15%
NHC
1082
Nicholas Hoffman & Company
Georgia
$558K -$40.1K -100 -7%
AC
1083
Allstate Corporation
Illinois
$546K – – –
WF
1084
Welch & Forbes
Massachusetts
$546K +$4.81K +12 +0.9%
CFA
1085
CWS Financial Advisors
Michigan
$543K – – –
HCM
1086
Hollencrest Capital Management
California
$541K – – –
IWP
1087
Invenio Wealth Partners
Florida
$541K +$541K +1,350 New
OP
1088
ORG Partners
Indiana
$540K +$540K +1,350 New
MGIA
1089
Moneta Group Investment Advisors
Missouri
$539K +$113K +283 +27%
MIA
1090
MainStreet Investment Advisors
Illinois
$538K -$10K -25 -2%
LNC
1091
Lincoln National Corp
Pennsylvania
$538K +$94.7K +236 +21%
FC
1092
Forte Capital
New York
$537K -$5.21K -13 -1%
MA
1093
Mutual Advisors
Nebraska
$536K +$3.61K +9 +0.7%
LFRG
1094
Lazard Frères Gestion
France
$535K – – –
WP
1095
WMS Partners
Maryland
$532K +$1.2K +3 +0.2%
WWP
1096
WR Wealth Planners
Missouri
$525K +$321K +800 +157%
CPW
1097
Crestmont Private Wealth
Texas
$524K +$52.1K +130 +11%
AWA
1098
Arkadios Wealth Advisors
Georgia
$524K +$12K +30 +2%
NGA
1099
Naples Global Advisors
Florida
$522K +$20K +50 +4%
GIA
1100
Gladstone Institutional Advisory
Florida
$522K -$1.16M -2,905 -69%
42 43
44
45 46