SPGI icon

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 %
FCP
1126
Fidelis Capital Partners
Florida
$477K +$802 +2 +0.2%
DAS
1127
Dynamic Advisor Solutions
Arizona
$476K -$42.9K -107 -8%
LAS
1128
LWM Advisory Services
Florida
$474K -$2.4K -6 -0.5%
PWMAG
1129
Pinnacle Wealth Management Advisory Group
New Jersey
$466K +$1.2K +3 +0.3%
MAM
1130
Magellan Asset Management
Australia
$465K +$42.1K +105 +10%
PWP
1131
Principle Wealth Partners
Connecticut
$465K +$4.01K +10 +0.9%
IFWM
1132
Institute for Wealth Management
Colorado
$464K -$10.8K -27 -2%
HFRG
1133
Houlihan Financial Resource Group
Virginia
$464K +$120K +305 +35%
FIB
1134
First Interstate Bank
Montana
$463K -$66.1K -165 -13%
DA
1135
Duality Advisers
Florida
$457K -$5.67M -14,138 -93%
SSW
1136
Smith Shellnut Wilson
Mississippi
$456K -$2.41K -6 -0.5%
1W
1137
1776 Wealth
Georgia
$455K +$455K +1,134 New
PI
1138
PineBridge Investments
New York
$453K -$23.1M -57,578 -98%
OWA
1139
One Wealth Advisors
California
$451K +$4.01K +10 +0.9%
FAFN
1140
First Affirmative Financial Network
Colorado
$451K +$83.4K +208 +23%
PIA
1141
Pinion Investment Advisors
Kansas
$449K +$84.2K +210 +23%
PI
1142
PFG Investments
New York
$448K +$22.5K +56 +5%
SWM
1143
SeaCrest Wealth Management
New York
$447K -$33.7K -84 -7%
VCA
1144
Verdence Capital Advisors
Maryland
$447K +$27.3K +68 +6%
PCIG
1145
Partners Capital Investment Group
Massachusetts
$447K +$447K +1,114 New
JCM
1146
Janney Capital Management
Pennsylvania
$445K -$58.5K -146 -12%
SBIA
1147
Sheaff Brock Investment Advisors
Indiana
$442K +$1.2K +3 +0.3%
SF
1148
Symphony Financial
Texas
$438K -$66.1K -167 -13%
BBWP
1149
Beacon Bridge Wealth Partners
Pennsylvania
$437K +$401 +1 +0.1%
BTWM
1150
Baker Tilly Wealth Management
Wisconsin
$436K -$190K -475 -30%
44 45
46
47 48