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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 %
BIC
1101
Beach Investment Counsel
Pennsylvania
$705K – – –
OP
1102
ORG Partners
Indiana
$703K +$72.7K +165 +12%
LNC
1103
Lincoln National Corp
Pennsylvania
$703K +$6.17K +14 +0.9%
KCM
1104
Kendall Capital Management
Maryland
$703K -$17.6K -40 -2%
CBT
1105
CoreFirst Bank & Trust
Kansas
$702K – – –
EP
1106
Edgestream Partners
New Jersey
$696K -$1.08M -2,441 -61%
BTI
1107
Blue Trust Inc
Georgia
$694K +$76K +208 +12%
MIM
1108
Moseley Investment Management
Florida
$691K – – –
PBCM
1109
Point Break Capital Management
Florida
$678K +$678K +1,540 New
FNBT
1110
FineMark National Bank & Trust
Florida
$677K +$6.61K +15 +1%
ECA
1111
Elevated Capital Advisors
Utah
$676K +$52.9K +120 +8%
SP
1112
Stonebrook Private
Michigan
$675K +$675K +1,532 New
BG
1113
Bollard Group
Massachusetts
$674K +$661K +1,500 +5,000%
JFGIW
1114
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$674K +$325K +738 +93%
AWA
1115
Arkadios Wealth Advisors
Georgia
$671K +$38.3K +87 +6%
DAC
1116
Dividend Assets Capital
South Carolina
$666K -$103K -233 -13%
GSEP
1117
Golden State Equity Partners
California
$663K +$115K +261 +21%
ST
1118
Spinnaker Trust
Maine
$659K – – –
OHWP
1119
Oak Harbor Wealth Partners
North Carolina
$659K -$111K -251 -14%
SP
1120
Symmetry Partners
Connecticut
$658K -$138K -313 -17%
NRW
1121
Nova R Wealth
Kansas
$657K – – –
IBOK
1122
Independence Bank of Kentucky
Kentucky
$655K +$11K +25 +2%
DIA
1123
Dana Investment Advisors
Wisconsin
$648K +$113K +256 +21%
HPM
1124
Hoxton Planning & Management
West Virginia
$646K -$33K -75 -5%
NHT
1125
New Hampshire Trust
New Hampshire
$641K – – –
43 44
45
46 47