SPGI icon

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 %
WMA
1176
West Michigan Advisors
Michigan
$374K +$13.1K +38 +4%
SDAM
1177
Shulman DeMeo Asset Management
New York
$372K +$345 +1 +0.1%
ECM
1178
Elgethun Capital Management
South Dakota
$371K – – –
HL
1179
HeadInvest LLC
Maine
$369K -$9.65K -28 -3%
9WM
1180
9258 Wealth Management
Ohio
$368K -$7.59K -22 -2%
WFI
1181
West Family Investments
California
$368K – – –
PI
1182
PFG Investments
New York
$366K +$366K +1,062 New
FNBOSM
1183
First National Bank of South Miami
Florida
$366K -$47.2K -137 -11%
MGIA
1184
Moneta Group Investment Advisors
Missouri
$366K +$76.2K +221 +26%
MAM
1185
Magellan Asset Management
Australia
$364K +$2.76K +8 +0.8%
LFA
1186
Legacy Financial Advisors
Kentucky
$363K +$35.9K +104 +11%
VCA
1187
Verdence Capital Advisors
Maryland
$361K +$34.5K +100 +11%
AAS
1188
Ameritas Advisory Services
Nebraska
$357K -$89.9K -259 -20%
PP
1189
Patten & Patten
Tennessee
$353K – – –
RSS
1190
Rosenblum Silverman Sutton
California
$353K -$5.17K -15 -1%
SPP
1191
Single Point Partners
Massachusetts
$350K +$30.7K +89 +10%
PWMG
1192
Prestige Wealth Management Group
New Jersey
$348K +$39.3K +114 +13%
ACM
1193
Ayrshire Capital Management
Connecticut
$345K – – –
LFM
1194
LGT Fund Management
Liechtenstein
$345K – – –
CIC
1195
Carnegie Investment Counsel
Ohio
$344K +$690 +2 +0.2%
AFM
1196
Andesa Financial Management
Pennsylvania
$343K +$148K +924 +76%
KC
1197
Kenfarb & Co
Kentucky
$343K – – –
SIA
1198
SkyView Investment Advisors
New Jersey
$342K +$50K +145 +17%
SB
1199
Strategic Blueprint
Georgia
$335K +$45.5K +132 +16%
TIA
1200
Traphagen Investment Advisors
New Jersey
$335K +$5.86K +17 +2%
46 47
48
49 50