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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 %
RCWM
1126
Royal Capital Wealth Management
Indiana
$448K – – –
DAS
1127
Dynamic Advisor Solutions
Arizona
$447K -$84.1K -244 -16%
MCCA
1128
Mill Creek Capital Advisors
Pennsylvania
$446K +$145K +421 +48%
CM
1129
Columbus Macro
Pennsylvania
$441K +$25.9K +75 +6%
AWA
1130
Arkadios Wealth Advisors
Georgia
$440K +$209K +607 +91%
LIM
1131
Leavell Investment Management
Alabama
$439K +$1.04K +3 +0.2%
RZH
1132
Relyea Zuckerberg Hanson
Connecticut
$437K +$4.14K +12 +1%
SF
1133
Symphony Financial
Texas
$435K -$350K -1,025 -45%
JCM
1134
Janney Capital Management
Pennsylvania
$433K -$30K -87 -6%
NGA
1135
Naples Global Advisors
Florida
$432K – – –
STA
1136
Summit Trail Advisors
New York
$430K +$45.2K +131 +12%
FA
1137
Faithward Advisors
Pennsylvania
$429K -$2.88K -8 -0.7%
TFP
1138
Tilia Fiduciary Partners
North Carolina
$429K +$1.72K +5 +0.4%
CCB
1139
Country Club Bank
Missouri
$428K – – –
USCWA
1140
U.S. Capital Wealth Advisors
Texas
$427K +$77.2K +224 +22%
CA
1141
Centerpoint Advisors
Massachusetts
$425K +$689 +2 +0.2%
FI
1142
Financial Insights
Washington
$423K +$178K +516 +72%
FFA
1143
Founders Financial Alliance
North Carolina
$423K -$3.12K -9 -0.7%
RWPA
1144
Richard W. Paul & Associates
Michigan
$420K +$44.8K +130 +12%
FCP
1145
Fidelis Capital Partners
Florida
$420K +$420K +1,187 New
JF
1146
Joule Financial
Kentucky
$420K -$552K -1,600 -57%
CI
1147
CX Institutional
Indiana
$420K +$41.9K +121 +11%
LOAMU
1148
Lombard Odier Asset Management (USA)
New York
$415K +$1.72K +5 +0.4%
SWM
1149
SeaCrest Wealth Management
New York
$414K +$32.1K +93 +8%
CPIG
1150
Chicago Partners Investment Group
Illinois
$414K +$15.3K +44 +4%
44 45
46
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