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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 %
DC
1201
Diametric Capital
Massachusetts
$333K +$333K +965 New
EWA
1202
EP Wealth Advisors
California
$332K -$2.62M -76,901 -89%
GA
1203
GraniteShares Advisors
New York
$331K +$331K +961 New
MSS
1204
Mitchell Sinkler & Starr
Pennsylvania
$331K +$49K +142 +17%
CWA
1205
Cornerstone Wealth Advisors
Minnesota
$329K – – –
KCM
1206
Kathmere Capital Management
Pennsylvania
$328K -$29K -84 -8%
JSW
1207
Journey Strategic Wealth
New Jersey
$328K -$48.3K -140 -13%
AF
1208
Allworth Financial
California
$326K +$173K +502 +113%
BOS
1209
Bank of Stockton
California
$325K -$34.5K -100 -10%
WI
1210
WrapManager Inc
California
$325K +$8.27K +24 +3%
FG
1211
Fiduciary Group
Georgia
$325K -$4.48K -13 -1%
ACM
1212
Advisors Capital Management
New Jersey
$323K -$16.2K -47 -5%
KFP
1213
KB Financial Partners
New Jersey
$321K +$40.3K +117 +14%
CCM
1214
Carlson Capital Management
Minnesota
$319K – – –
BBP
1215
Banco BTG Pactual
Brazil
$319K +$319K +900 New
LBA
1216
Lowell Blake & Associates
Massachusetts
$318K +$318K +922 New
AFT
1217
Alpha Family Trust
California
$317K -$41.4K -120 -12%
JSC
1218
Jackson Square Capital
California
$316K – – –
FAFN
1219
First Affirmative Financial Network
Colorado
$316K -$13.4K -39 -4%
RPWA
1220
Regent Peak Wealth Advisors
Georgia
$315K +$5.86K +17 +2%
PCP
1221
Proficio Capital Partners
Massachusetts
$314K +$10.7K +31 +4%
PIA
1222
Pinion Investment Advisors
Kansas
$314K -$98K -284 -24%
IIM
1223
Ironwood Investment Management
Massachusetts
$311K -$6.21K -18 -2%
CAMG
1224
CWA Asset Management Group
Florida
$311K +$311K +903 New
AP
1225
Appleton Partners
Massachusetts
$311K -$385K -1,116 -55%
47 48
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