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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 %
MLA
1076
My Legacy Advisors
Oregon
$592K +$28.2K +79 +5%
FB
1077
Fulton Bank
Pennsylvania
$592K +$17.9K +49 +3%
MCA
1078
Magnolia Capital Advisors
Mississippi
$592K +$1.04K +3 +0.2%
BWM
1079
Baron Wealth Management
Michigan
$592K -$13.5K -37 -2%
LC
1080
Lavaca Capital
Texas
$589K – – –
BIC
1081
Beach Investment Counsel
Pennsylvania
$585K – – –
ITFISA
1082
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$585K – – –
FFS
1083
Founders Financial Securities
Maryland
$583K +$43.8K +120 +8%
CBT
1084
CoreFirst Bank & Trust
Kansas
$582K – – –
PCIG
1085
Partners Capital Investment Group
Massachusetts
$580K +$173K +473 +42%
PP
1086
PDS Planning
Ohio
$580K +$1.83K +5 +0.3%
HWMT
1087
Heritage Wealth Management (Texas)
Texas
$579K +$7.67K +21 +1%
SC
1088
Syon Capital
California
$578K +$578K +1,583 New
LNC
1089
Lincoln National Corp
Pennsylvania
$578K +$87.7K +240 +18%
CAAS
1090
Capital Asset Advisory Services
Michigan
$577K +$10K +27 +2%
BP
1091
BBR Partners
New York
$576K +$576K +1,575 New
MIM
1092
Moseley Investment Management
Florida
$574K – – –
CAM
1093
Covenant Asset Management
New Jersey
$568K +$568K +1,554 New
WAG
1094
Wallace Advisory Group
California
$568K -$21.6K -54 -4%
HPM
1095
Hoxton Planning & Management
West Virginia
$563K -$25.9K -71 -4%
GC
1096
Guidance Capital
Kentucky
$561K +$33.1K +93 +6%
BOM
1097
Bank of Marin
California
$559K -$11.7K -32 -2%
FNBT
1098
FineMark National Bank & Trust
Florida
$556K -$6.58K -18 -1%
NP
1099
NorthRock Partners
Minnesota
$554K -$42K -115 -7%
RZH
1100
Relyea Zuckerberg Hanson
Connecticut
$553K -$2.56K -7 -0.5%
42 43
44
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