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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 %
SB
1076
Sunflower Bank
Texas
$761K +$11.5K +26 +2%
WPC
1077
Waters Parkerson & Co
Louisiana
$749K -$7.05K -16 -0.9%
FMLI
1078
Fukoku Mutual Life Insurance
Japan
$749K -$39.6K -90 -5%
IDBONY
1079
Israel Discount Bank of New York
New York
$749K – – –
FDCP
1080
Foster Dykema Cabot & Partners
Massachusetts
$748K +$748K +1,698 New
OWA
1081
Opal Wealth Advisors
New York
$746K +$4.41K +10 +0.6%
SC
1082
Sepio Capital
Utah
$741K -$17.6K -40 -2%
AIM
1083
Arcadia Investment Management
Michigan
$740K – – –
RIM
1084
Redwood Investment Management
Arizona
$738K -$7.76M -17,305 -91%
FB
1085
Fulton Bank
Pennsylvania
$733K +$19.4K +44 +3%
PPWP
1086
Premier Path Wealth Partners
New Jersey
$733K +$733K +1,663 New
MLA
1087
My Legacy Advisors
Oregon
$732K +$13.5K +31 +2%
SIG
1088
Stonegate Investment Group
Alabama
$729K +$63.4K +144 +10%
BMCM
1089
Bryn Mawr Capital Management
Pennsylvania
$721K +$64.3K +146 +10%
IIC
1090
Ironwood Investment Counsel
Arizona
$720K – – –
HW
1091
Hancock Whitney
Mississippi
$720K -$23.3K -53 -3%
RAM
1092
Ramirez Asset Management
New York
$718K – – –
PFG
1093
PAX Financial Group
Texas
$717K -$84.3K -193 -11%
BWM
1094
Baron Wealth Management
Michigan
$716K +$3.08K +7 +0.4%
VCM
1095
Virtue Capital Management
Tennessee
$713K -$26.9K -63 -4%
CWM
1096
Circle Wealth Management
New Jersey
$712K -$68.3K -155 -9%
RA
1097
RiverPark Advisors
New York
$711K -$57.3K -130 -7%
FCP
1098
Fidelis Capital Partners
Florida
$709K +$88.1K +200 +14%
SPIS
1099
Steward Partners Investment Solutions
Oregon
$707K +$707K +1,605 New
PP
1100
PDS Planning
Ohio
$707K +$7.93K +18 +1%
42 43
44
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