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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 %
ST
1151
Smithfield Trust
Pennsylvania
$413K – – –
LAS
1152
LWM Advisory Services
Florida
$412K -$77.3K -224 -16%
SS
1153
Sunbelt Securities
Texas
$410K +$2.05K +6 +0.5%
IWM
1154
IHT Wealth Management
Illinois
$410K +$73.8K +214 +22%
PFBT
1155
Parkside Financial Bank & Trust
Missouri
$409K -$180K -521 -31%
PP
1156
PDS Planning
Ohio
$409K +$173K +503 +74%
IFWM
1157
Institute for Wealth Management
Colorado
$409K +$9.65K +28 +2%
GFP
1158
Gryphon Financial Partners
Ohio
$408K – – –
CPW
1159
Crestmont Private Wealth
Texas
$406K +$58.6K +170 +17%
PA
1160
Prossimo Advisors
California
$405K – – –
WA
1161
Waddell & Associates
Tennessee
$404K – – –
IBOK
1162
Independence Bank of Kentucky
Kentucky
$402K -$1.03K -3 -0.3%
PWMAG
1163
Pinnacle Wealth Management Advisory Group
New Jersey
$400K -$2.07K -6 -0.5%
PWP
1164
Principle Wealth Partners
Connecticut
$396K -$12.4K -36 -3%
TC
1165
TwinBeech Capital
New York
$394K -$1.9M -5,503 -83%
SSW
1166
Smith Shellnut Wilson
Mississippi
$394K – – –
ETIA
1167
Epic Trust Investment Advisors
Washington
$393K -$177K -513 -31%
SG
1168
StoneX Group
New York
$393K +$393K +1,141 New
OWA
1169
One Wealth Advisors
California
$384K +$76.5K +222 +25%
LNC
1170
Lincoln National Corp
Pennsylvania
$381K +$103K +299 +37%
SBIA
1171
Sheaff Brock Investment Advisors
Indiana
$379K +$690 +2 +0.2%
AC
1172
Avestar Capital
New York
$379K +$15.5K +45 +4%
PPP
1173
Private Portfolio Partners
New Jersey
$377K -$86.2K -250 -19%
GAG
1174
Goodman Advisory Group
Massachusetts
$376K -$22.8K -66 -6%
BBWP
1175
Beacon Bridge Wealth Partners
Pennsylvania
$376K +$2.76K +8 +0.7%
45 46
47
48 49