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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 %
HCM
1151
Hollencrest Capital Management
California
$595K – – –
MPM
1152
Meritage Portfolio Management
Kansas
$595K -$5.73K -13 -1%
UCB
1153
United Community Bank
South Carolina
$595K -$4.41K -10 -0.7%
SAM
1154
Smartleaf Asset Management
Massachusetts
$594K +$594K +1,330 New
GWMR
1155
GC Wealth Management RIA
Massachusetts
$592K +$592K +1,343 New
FWCM
1156
Ferguson Wellman Capital Management
Oregon
$587K -$196K -444 -25%
TIMH
1157
Tilt Investment Management Holdings
New York
$585K -$193K -439 -25%
FBT
1158
First Bankers Trust
Kentucky
$582K +$19.4K +44 +3%
RWPA
1159
Richard W. Paul & Associates
Michigan
$581K -$22K -50 -4%
SL
1160
SFM LLC
New Hampshire
$581K +$581K +1,318 New
TPI
1161
Trust Point Inc
Wisconsin
$578K +$578K +1,311 New
C
1162
Certuity
Florida
$575K +$89.9K +204 +19%
GL
1163
GHE LLC
Tennessee
$575K -$254K -3,994 -31%
RCWM
1164
Royal Capital Wealth Management
Indiana
$573K – – –
LWL
1165
Leo Wealth LLC
Texas
$569K +$569K +1,296 New
IAS
1166
Insigneo Advisory Services
Florida
$568K +$270K +614 +91%
TWM
1167
Trueblood Wealth Management
Ohio
$566K +$566K +1,284 New
CCM
1168
Carlson Capital Management
Minnesota
$563K +$56.8K +129 +11%
LHC
1169
Little House Capital
Massachusetts
$559K +$559K +1,270 New
AWM
1170
Axxcess Wealth Management
California
$552K -$195K -443 -26%
CAAS
1171
Capital Asset Advisory Services
Michigan
$552K -$131K -298 -19%
PWMAG
1172
Pinnacle Wealth Management Advisory Group
New Jersey
$549K +$43.2K +98 +9%
AWM
1173
Ameliora Wealth Management
Switzerland
$548K +$548K +1,245 New
CCB
1174
Country Club Bank
Missouri
$547K – – –
FFA
1175
Founders Financial Alliance
North Carolina
$546K +$18.5K +42 +4%
45 46
47
48 49