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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 %
ECM
1151
Elgethun Capital Management
South Dakota
$434K – – –
SDAM
1152
Shulman DeMeo Asset Management
New York
$433K +$401 +1 +0.1%
SEC
1153
Seven Eight Capital
New York
$428K +$428K +1,068 New
CAMV
1154
Concord Asset Management (Virginia)
Virginia
$425K +$77K +192 +22%
MCCA
1155
Mill Creek Capital Advisors
Pennsylvania
$424K -$94.2K -235 -18%
LFA
1156
Legacy Financial Advisors
Kentucky
$423K +$1.6K +4 +0.4%
AR
1157
Advisory Research
Illinois
$423K +$423K +1,056 New
MW
1158
Marcum Wealth
Ohio
$421K -$415K -1,036 -50%
EA
1159
Emerald Advisers
Pennsylvania
$419K -$374K -932 -47%
CIC
1160
Carnegie Investment Counsel
Ohio
$416K +$15.6K +39 +4%
WMA
1161
West Michigan Advisors
Michigan
$413K -$21.7K -54 -5%
ACM
1162
Ayrshire Capital Management
Connecticut
$412K – – –
CB
1163
Community Bank
New York
$411K -$112K -280 -21%
ACA
1164
Aptus Capital Advisors
Alabama
$411K +$411K +1,025 New
GSEP
1165
Golden State Equity Partners
California
$411K +$411K +1,025 New
RSS
1166
Rosenblum Silverman Sutton
California
$410K – – –
SPP
1167
Single Point Partners
Massachusetts
$408K +$802 +2 +0.2%
MC
1168
Machina Capital
France
$404K -$1.39M -3,470 -77%
CW
1169
CreativeOne Wealth
Kansas
$402K +$76.2K +190 +23%
LFM
1170
LGT Fund Management
Liechtenstein
$401K – – –
AI
1171
Atom Investors
Texas
$398K -$680K -1,695 -63%
KC
1172
Kenfarb & Co
Kentucky
$398K – – –
PPP
1173
Private Portfolio Partners
New Jersey
$398K -$40.1K -100 -9%
CPIG
1174
Chicago Partners Investment Group
Illinois
$396K -$73K -185 -16%
IWM
1175
IHT Wealth Management
Illinois
$393K -$83.4K -208 -18%
45 46
47
48 49