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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 %
RCWM
1101
Royal Capital Wealth Management
Indiana
$521K – – –
TFA
1102
Transamerica Financial Advisors
Florida
$519K -$3.61K -9 -0.7%
PA
1103
Prossimo Advisors
California
$519K +$48.1K +120 +10%
BWP
1104
Balboa Wealth Partners
Arizona
$519K -$134K -333 -20%
ACL
1105
Applied Capital LLC
Florida
$510K -$20K -50 -4%
LIM
1106
Leavell Investment Management
Alabama
$509K -$1.2K -3 -0.2%
GL
1107
Graypoint LLC
New York
$508K +$164K +408 +47%
WAG
1108
Wallace Advisory Group
California
$507K – – –
AC
1109
Avestar Capital
New York
$507K +$66.1K +165 +15%
FBT
1110
First Bankers Trust
Kentucky
$507K -$301K -750 -37%
WA
1111
Wambolt & Associates
Colorado
$503K -$16K -40 -3%
CWA
1112
CM Wealth Advisors
Ohio
$501K -$2.21M -5,629 -81%
9WM
1113
9258 Wealth Management
Ohio
$500K +$72.2K +180 +17%
USCWA
1114
U.S. Capital Wealth Advisors
Texas
$497K – – –
CA
1115
Centerpoint Advisors
Massachusetts
$493K -$1.2K -3 -0.2%
SS
1116
Sunbelt Securities
Texas
$493K +$11.2K +28 +2%
ST
1117
Smithfield Trust
Pennsylvania
$491K +$9.55K +24 +2%
CCB
1118
Country Club Bank
Missouri
$490K -$6.33K -16 -1%
JF
1119
Joule Financial
Kentucky
$488K – – –
DIA
1120
Dana Investment Advisors
Wisconsin
$484K +$484K +1,207 New
EFG
1121
Everhart Financial Group
Ohio
$483K +$223K +556 +86%
GFP
1122
Gryphon Financial Partners
Ohio
$482K +$7.22K +18 +2%
LFAS
1123
Level Four Advisory Services
Texas
$479K -$52.5K -131 -10%
IBOK
1124
Independence Bank of Kentucky
Kentucky
$478K +$10.4K +26 +2%
TFP
1125
Tilia Fiduciary Partners
North Carolina
$478K -$20.9K -52 -4%
43 44
45
46 47