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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 %
VAS
1126
Vestmark Advisory Solutions
Massachusetts
$639K -$13.2K -30 -2%
BOM
1127
Bank of Marin
California
$639K -$35.7K -81 -5%
GL
1128
Graypoint LLC
New York
$638K +$106K +241 +20%
BFA
1129
Buttonwood Financial Advisors
Maryland
$636K -$10.6K -24 -2%
JWCA
1130
J.W. Coons Advisors
Ohio
$636K – – –
LIM
1131
Leavell Investment Management
Alabama
$635K +$74K +168 +13%
PA
1132
Prossimo Advisors
California
$634K +$8.37K +19 +1%
HWMT
1133
Heritage Wealth Management (Texas)
Texas
$634K -$64.3K -146 -9%
QPBE
1134
Quintet Private Bank (Europe)
Luxembourg
$630K -$655K -1,487 -51%
AC
1135
Avestar Capital
New York
$630K +$29.1K +66 +5%
NA
1136
Navellier & Associates
Nevada
$628K +$628K +1,426 New
ACI
1137
Alpha Cubed Investments
California
$621K -$37K -84 -6%
PCIG
1138
Partners Capital Investment Group
Massachusetts
$620K -$79.3K -180 -11%
NHC
1139
Nicholas Hoffman & Company
Georgia
$618K -$7.05K -16 -1%
MA
1140
Mutual Advisors
Nebraska
$615K +$26.4K +60 +4%
TCM
1141
Teza Capital Management
Illinois
$615K +$615K +1,395 New
IWM
1142
IHT Wealth Management
Illinois
$612K +$114K +259 +23%
Wolverine Trading
1143
Wolverine Trading
Illinois
$611K +$611K +1,387 New
RZH
1144
Relyea Zuckerberg Hanson
Connecticut
$609K -$57.7K -131 -9%
NGA
1145
Naples Global Advisors
Florida
$605K – – –
EFG
1146
Everhart Financial Group
Ohio
$603K +$269K +610 +80%
XT
1147
XTX Topco
Cayman Islands
$600K -$56.4K -128 -9%
VCA
1148
Verdence Capital Advisors
Maryland
$599K +$24.2K +55 +4%
AF
1149
Allworth Financial
California
$598K +$10.6K +24 +2%
WP
1150
WMS Partners
Maryland
$597K +$161K +366 +37%
44 45
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