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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 %
MFIM
1176
Mesirow Financial Investment Management
Illinois
$542K +$542K +1,231 New
MGIA
1177
Moneta Group Investment Advisors
Missouri
$542K +$19.8K +45 +4%
WA
1178
Wambolt & Associates
Colorado
$541K -$23.3K -53 -4%
SQA
1179
Simon Quick Advisors
New Jersey
$540K +$6.17K +14 +1%
WHG
1180
Westwood Holdings Group
Texas
$537K -$11.4K -26 -2%
JF
1181
Joule Financial
Kentucky
$537K – – –
EGM
1182
Engineers Gate Manager
New York
$535K -$6.96M -15,793 -93%
MAM
1183
Magellan Asset Management
Australia
$531K +$11.5K +26 +2%
ITFISA
1184
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$529K -$176K -400 -25%
LOAMU
1185
Lombard Odier Asset Management (USA)
New York
$529K – – –
LFAS
1186
Level Four Advisory Services
Texas
$528K +$7.93K +18 +2%
ST
1187
Smithfield Trust
Pennsylvania
$525K +$13.6K +31 +3%
FTWA
1188
Fifth Third Wealth Advisors
Ohio
$525K +$1.32K +3 +0.3%
USCWA
1189
U.S. Capital Wealth Advisors
Texas
$522K -$2.64K -6 -0.5%
AAS
1190
Ameritas Advisory Services
Nebraska
$522K +$49.4K +113 +10%
HIA
1191
Harbor Investment Advisory
Maryland
$522K +$63.4K +144 +14%
PE
1192
Point72 Europe
United Kingdom
$521K +$521K +1,183 New
GI
1193
GAMMA Investing
California
$520K +$520K +1,160 New
HWMA
1194
Heritage Wealth Management (Arizona)
Arizona
$520K +$520K +1,180 New
SPC
1195
Sigma Planning Corp
Michigan
$518K -$307K -698 -37%
IFWM
1196
Institute for Wealth Management
Colorado
$517K +$7.05K +16 +1%
LAS
1197
LWM Advisory Services
Florida
$517K -$6.17K -14 -1%
WC
1198
Waterloo Capital
Texas
$515K +$515K +1,170 New
TFP
1199
Tilia Fiduciary Partners
North Carolina
$515K -$9.69K -22 -2%
WB
1200
WesBanco Bank
West Virginia
$512K -$99.6K -226 -16%
46 47
48
49 50