SPGI icon

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 %
SIG
1101
Stonegate Investment Group
Alabama
$552K -$21.6K -59 -4%
ST
1102
Spinnaker Trust
Maine
$547K – – –
CAMV
1103
Concord Asset Management (Virginia)
Virginia
$546K +$158K +432 +41%
ACI
1104
Alpha Cubed Investments
California
$545K +$8.77K +24 +2%
NP
1105
Nilsine Partners
Colorado
$545K -$1.83K -5 -0.3%
NRW
1106
Nova R Wealth
Kansas
$545K – – –
BMCM
1107
Bryn Mawr Capital Management
Pennsylvania
$544K +$544K +1,490 New
XT
1108
XTX Topco
Cayman Islands
$544K +$544K +1,489 New
VAS
1109
Vestmark Advisory Solutions
Massachusetts
$541K -$4.51M -12,350 -89%
BFA
1110
Buttonwood Financial Advisors
Maryland
$536K +$9.14K +25 +2%
CF
1111
Cantor Fitzgerald
New York
$535K +$9.87K +27 +2%
IBOK
1112
Independence Bank of Kentucky
Kentucky
$534K +$98.3K +269 +23%
NHT
1113
New Hampshire Trust
New Hampshire
$532K -$3.29K -9 -0.6%
VIP
1114
Vantage Investment Partners
Missouri
$532K +$532K +1,456 New
MSS
1115
Mitchell Sinkler & Starr
Pennsylvania
$529K +$179K +490 +51%
JWCA
1116
J.W. Coons Advisors
Ohio
$527K -$1.87M -5,120 -78%
AWA
1117
Arkadios Wealth Advisors
Georgia
$525K +$47.5K +130 +10%
OP
1118
ORG Partners
Indiana
$522K +$29.2K +80 +6%
PA
1119
Prossimo Advisors
California
$519K +$45.7K +125 +10%
NHC
1120
Nicholas Hoffman & Company
Georgia
$518K +$9.5K +26 +2%
ECA
1121
Elevated Capital Advisors
Utah
$517K -$6.21K -17 -1%
FCP
1122
Fidelis Capital Partners
Florida
$515K +$80.4K +220 +19%
WB
1123
WesBanco Bank
West Virginia
$508K -$5.48K -15 -1%
NGA
1124
Naples Global Advisors
Florida
$502K +$26.3K +72 +6%
SFSG
1125
Sound Financial Strategies Group
Mississippi
$501K -$53.4K -146 -10%
43 44
45
46 47