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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 %
FB
1101
Fulton Bank
Pennsylvania
$499K +$67.2K +195 +16%
ARMT
1102
Amica Retiree Medical Trust
Rhode Island
$493K -$116K -336 -19%
CSPIA
1103
Cary Street Partners Investment Advisory
Virginia
$492K -$33.1K -96 -6%
CSIC
1104
Clifford Swan Investment Counsel
California
$488K -$345 -1 -0.1%
TPCW
1105
TD Private Client Wealth
New York
$482K +$277K +804 +135%
QCM
1106
Qsemble Capital Management
New York
$476K +$476K +1,380 New
MWM
1107
Mission Wealth Management
California
$475K +$10K +29 +2%
MIA
1108
MainStreet Investment Advisors
Illinois
$471K +$471K +1,367 New
BFA
1109
Buttonwood Financial Advisors
Maryland
$471K +$9.31K +27 +2%
AC
1110
Allstate Corporation
Illinois
$470K -$4.96M -14,379 -91%
WB
1111
WesBanco Bank
West Virginia
$469K -$5.51K -16 -1%
CFA
1112
CWS Financial Advisors
Michigan
$467K +$467K +1,354 New
FC
1113
Forte Capital
New York
$466K +$2.76K +8 +0.6%
HCM
1114
Hollencrest Capital Management
California
$466K +$462K +1,340 +12,182%
WF
1115
Welch & Forbes
Massachusetts
$465K -$33.8K -98 -7%
MA
1116
Mutual Advisors
Nebraska
$458K +$67.2K +195 +17%
WP
1117
WMS Partners
Maryland
$457K -$24.1K -70 -5%
LFAS
1118
Level Four Advisory Services
Texas
$457K +$53.1K +154 +13%
ECA
1119
Elevated Capital Advisors
Utah
$456K +$9.65K +28 +2%
ACL
1120
Applied Capital LLC
Florida
$455K -$12.1K -35 -3%
DLA
1121
Douglas Lane & Associates
New York
$455K +$1.72K +5 +0.4%
FIB
1122
First Interstate Bank
Montana
$455K – – –
CB
1123
Community Bank
New York
$450K -$8.62K -25 -2%
TFA
1124
Transamerica Financial Advisors
Florida
$450K +$42.8K +124 +11%
WA
1125
Wambolt & Associates
Colorado
$448K -$15.2K -44 -3%
43 44
45
46 47