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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 %
JCM
1151
JS Capital Management
New York
$448K +$448K +1,225 New
FIM
1152
Freedom Investment Management
Connecticut
$446K -$215K -587 -33%
JF
1153
Joule Financial
Kentucky
$445K – – –
DIA
1154
Dana Investment Advisors
Wisconsin
$444K +$2.56K +7 +0.6%
SQA
1155
Simon Quick Advisors
New Jersey
$443K +$224K +614 +103%
IWP
1156
Invenio Wealth Partners
Florida
$443K -$50.4K -138 -10%
GCMG
1157
Gyroscope Capital Management Group
Florida
$443K +$150K +411 +51%
GL
1158
Graypoint LLC
New York
$441K -$21.9K -60 -5%
SS
1159
Sunbelt Securities
Texas
$441K -$8.04K -22 -2%
BBP
1160
Banco BTG Pactual
Brazil
$438K +$438K +1,200 New
LOAMU
1161
Lombard Odier Asset Management (USA)
New York
$438K +$217K +595 +98%
FFA
1162
Founders Financial Alliance
North Carolina
$438K -$78.6K -215 -15%
USCWA
1163
U.S. Capital Wealth Advisors
Texas
$435K -$17.5K -48 -4%
TFP
1164
Tilia Fiduciary Partners
North Carolina
$435K -$365 -1 -0.1%
FFA
1165
Farther Finance Advisors
California
$435K +$213K +582 +96%
FTWA
1166
Fifth Third Wealth Advisors
Ohio
$434K +$100K +275 +30%
LAS
1167
LWM Advisory Services
Florida
$434K – – –
MGIA
1168
Moneta Group Investment Advisors
Missouri
$433K -$57.7K -158 -12%
LFAS
1169
Level Four Advisory Services
Texas
$432K -$4.75K -13 -1%
MAM
1170
Magellan Asset Management
Australia
$431K +$6.94K +19 +2%
FAFN
1171
First Affirmative Financial Network
Colorado
$429K +$18.6K +51 +5%
ST
1172
Smithfield Trust
Pennsylvania
$429K -$23.9K -65 -5%
RWM
1173
Revisor Wealth Management
Ohio
$429K +$116K +317 +37%
PWP
1174
Principle Wealth Partners
Connecticut
$426K +$2.56K +7 +0.6%
PIA
1175
Pinion Investment Advisors
Kansas
$425K +$16.1K +44 +4%
45 46
47
48 49