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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 %
CAMG
1176
CWA Asset Management Group
Florida
$425K +$102K +279 +32%
IFWM
1177
Institute for Wealth Management
Colorado
$423K – – –
FIB
1178
First Interstate Bank
Montana
$422K – – –
PWMAG
1179
Pinnacle Wealth Management Advisory Group
New Jersey
$419K -$5.12K -14 -1%
CCM
1180
Carlson Capital Management
Minnesota
$419K +$73.8K +202 +21%
CC
1181
Callan Capital
California
$416K +$81.9K +224 +24%
SSW
1182
Smith Shellnut Wilson
Mississippi
$415K – – –
1W
1183
1776 Wealth
Georgia
$414K – – –
BBWP
1184
Beacon Bridge Wealth Partners
Pennsylvania
$414K +$15.7K +43 +4%
TFA
1185
Transamerica Financial Advisors
Florida
$414K -$59.2K -162 -13%
IWM
1186
IHT Wealth Management
Illinois
$413K +$54.9K +150 +15%
HT
1187
Headlands Technologies
Illinois
$413K +$413K +1,130 New
UH
1188
Unigestion Holding
Switzerland
$408K +$408K +1,108 New
OWA
1189
One Wealth Advisors
California
$408K -$3.29K -9 -0.8%
PI
1190
PFG Investments
New York
$407K -$1.46K -4 -0.4%
SWM
1191
SeaCrest Wealth Management
New York
$406K -$1.46K -4 -0.4%
LFA
1192
Legacy Financial Advisors
Kentucky
$404K +$18.3K +50 +5%
SBIA
1193
Sheaff Brock Investment Advisors
Indiana
$403K – – –
C
1194
Certuity
Florida
$403K +$130K +356 +48%
ECM
1195
Elgethun Capital Management
South Dakota
$401K – – –
AR
1196
Advisory Research
Illinois
$400K +$14.6K +40 +4%
ETC
1197
Exchange Traded Concepts
Oklahoma
$396K +$353K +967 +819%
SDAM
1198
Shulman DeMeo Asset Management
New York
$395K +$365 +1 +0.1%
AAS
1199
Ameritas Advisory Services
Nebraska
$393K +$393K +1,080 New
GC
1200
Gilbert & Cook
Iowa
$390K +$390K +1,069 New
46 47
48
49 50