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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 %
EFMC
1176
Empire Financial Management Company
New York
$392K +$41.7K +104 +12%
PWMG
1177
Prestige Wealth Management Group
New Jersey
$389K -$15.2K -38 -4%
HL
1178
HeadInvest LLC
Maine
$388K -$26.4K -68 -6%
ACM
1179
Advisors Capital Management
New Jersey
$388K +$12K +30 +3%
MWM
1180
Modera Wealth Management
New Jersey
$388K +$388K +967 New
WFI
1181
West Family Investments
California
$384K -$42.9K -107 -10%
MSS
1182
Mitchell Sinkler & Starr
Pennsylvania
$384K – – –
AF
1183
Allworth Financial
California
$384K +$5.21K +13 +1%
SB
1184
Strategic Blueprint
Georgia
$384K -$5.21K -13 -1%
CPA
1185
Capital Planning Advisors
California
$384K +$384K +958 New
CWA
1186
Cornerstone Wealth Advisors
Minnesota
$383K – – –
FG
1187
Fiduciary Group
Georgia
$381K +$3.21K +8 +0.8%
CCM
1188
Carlson Capital Management
Minnesota
$379K +$8.02K +20 +2%
BOS
1189
Bank of Stockton
California
$377K -$1.6K -4 -0.4%
KP
1190
Keel Point
Alabama
$375K +$39.7K +99 +12%
KCM
1191
Kathmere Capital Management
Pennsylvania
$374K -$7.22K -18 -2%
ANTB
1192
AMG National Trust Bank
Colorado
$374K +$36.5K +91 +11%
PCP
1193
Proficio Capital Partners
Massachusetts
$373K +$7.62K +19 +2%
RPWA
1194
Regent Peak Wealth Advisors
Georgia
$372K +$5.61K +14 +2%
H
1195
HoyleCohen
California
$372K +$10.8K +27 +3%
CPRC
1196
Consolidated Portfolio Review Corp
New York
$369K +$79.8K +199 +28%
AFT
1197
Alpha Family Trust
California
$369K – – –
JSC
1198
Jackson Square Capital
California
$367K – – –
CC
1199
Callan Capital
California
$367K +$16.4K +41 +5%
MCA
1200
MSH Capital Advisors
Arizona
$366K +$366K +914 New
46 47
48
49 50