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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 %
FTWA
1201
Fifth Third Wealth Advisors
Ohio
$366K +$366K +913 New
PFBT
1202
Parkside Financial Bank & Trust
Missouri
$362K -$113K -283 -24%
AP
1203
Appleton Partners
Massachusetts
$362K – – –
AA
1204
Alta Advisers
United Kingdom
$361K – – –
PFA
1205
Plotkin Financial Advisors
Maryland
$361K – – –
AIM
1206
Aigen Investment Management
New York
$361K +$361K +900 New
CWM
1207
Cornerstone Wealth Management
Missouri
$361K +$6.82K +17 +2%
GA
1208
GraniteShares Advisors
New York
$360K -$24.9K -62 -6%
WI
1209
WrapManager Inc
California
$360K -$17.6K -44 -5%
JLBC
1210
J.L. Bainbridge & Co
Florida
$360K +$401 +1 +0.1%
CB
1211
CNB Bank
Pennsylvania
$360K +$6.01K +15 +2%
MIS
1212
Morningstar Investment Services
Illinois
$358K +$100K +254 +39%
OWP
1213
Obermeyer Wealth Partners
Colorado
$357K – – –
CAMG
1214
CWA Asset Management Group
Florida
$354K -$7.62K -19 -2%
IIA
1215
ICW Investment Advisors
Arizona
$354K +$35.7K +89 +11%
EHC
1216
Everett Harris & Co
California
$353K – – –
PP
1217
Patten & Patten
Tennessee
$350K -$60.1K -150 -15%
BTI
1218
Blue Trust Inc
Georgia
$349K -$310K -900 -47%
MGIA
1219
Matthew Goff Investment Advisor
Texas
$348K – – –
AC
1220
Abbrea Capital
California
$347K +$18.1K +45 +5%
FNBOSM
1221
First National Bank of South Miami
Florida
$346K -$79.8K -199 -19%
TIM
1222
Triad Investment Management
California
$346K – – –
RWM
1223
Revisor Wealth Management
Ohio
$344K -$10.4K -26 -3%
DWM
1224
Drive Wealth Management
Utah
$343K +$35.7K +89 +12%
SFO
1225
Stokes Family Office
Louisiana
$343K +$86.2K +215 +34%
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49
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