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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 %
RWPA
1126
Richard W. Paul & Associates
Michigan
$501K -$11.7K -32 -2%
AC
1127
Avestar Capital
New York
$499K +$36.9K +101 +8%
AC
1128
Allstate Corporation
Illinois
$498K – – –
MPM
1129
Meritage Portfolio Management
Kansas
$498K -$58.1K -159 -10%
UCB
1130
United Community Bank
South Carolina
$497K +$315K +863 +174%
HCM
1131
Hollencrest Capital Management
California
$494K – – –
9WM
1132
9258 Wealth Management
Ohio
$493K +$36.5K +100 +8%
WF
1133
Welch & Forbes
Massachusetts
$490K -$6.94K -19 -1%
GFP
1134
Gryphon Financial Partners
Ohio
$490K +$50.4K +138 +11%
MA
1135
Mutual Advisors
Nebraska
$488K -$366 -1 -0.1%
MIA
1136
MainStreet Investment Advisors
Illinois
$488K -$2.19K -6 -0.4%
AF
1137
Allworth Financial
California
$487K +$137K +374 +39%
BWP
1138
Balboa Wealth Partners
Arizona
$479K +$5.85K +16 +1%
BFM
1139
Boothbay Fund Management
New York
$478K -$3.07M -8,393 -87%
VCA
1140
Verdence Capital Advisors
Maryland
$476K +$68.7K +188 +17%
RCWM
1141
Royal Capital Wealth Management
Indiana
$475K – – –
CFA
1142
CWS Financial Advisors
Michigan
$472K -$22.7K -62 -5%
WA
1143
Wambolt & Associates
Colorado
$470K +$10.3K +28 +2%
FBT
1144
First Bankers Trust
Kentucky
$467K +$4.75K +13 +1%
LIM
1145
Leavell Investment Management
Alabama
$466K +$1.83K +5 +0.4%
ACL
1146
Applied Capital LLC
Florida
$464K – – –
CCB
1147
Country Club Bank
Missouri
$456K – – –
WHG
1148
Westwood Holdings Group
Texas
$455K +$455K +1,246 New
GSEP
1149
Golden State Equity Partners
California
$454K +$79.7K +218 +21%
CA
1150
Centerpoint Advisors
Massachusetts
$450K – – –
44 45
46
47 48