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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 %
CIC
1201
Carnegie Investment Counsel
Ohio
$387K +$8.04K +22 +2%
IIA
1202
ICW Investment Advisors
Arizona
$386K +$63.2K +173 +20%
WWP
1203
WR Wealth Planners
Missouri
$384K -$94.6K -259 -20%
HIA
1204
Harbor Investment Advisory
Maryland
$380K -$164K -448 -30%
AI
1205
AdvisorShares Investments
Maryland
$379K +$379K +1,038 New
CPIG
1206
Chicago Partners Investment Group
Illinois
$377K +$24.9K +71 +7%
EA
1207
Emerald Advisers
Pennsylvania
$376K -$5.85K -16 -2%
CB
1208
Community Bank
New York
$375K – – –
RSS
1209
Rosenblum Silverman Sutton
California
$374K – – –
WMA
1210
West Michigan Advisors
Michigan
$372K -$4.39K -12 -1%
CPW
1211
Crestmont Private Wealth
Texas
$372K -$106K -291 -22%
PWA
1212
Provenance Wealth Advisors
Florida
$371K +$371K +1,014 New
SF
1213
Symphony Financial
Texas
$370K -$34K -93 -8%
PA
1214
Procyon Advisors
Connecticut
$369K +$155K +423 +72%
HL
1215
HeadInvest LLC
Maine
$367K – – –
ACM
1216
Ayrshire Capital Management
Connecticut
$367K +$1.46K +4 +0.4%
LFM
1217
LGT Fund Management
Liechtenstein
$367K – – –
EFMC
1218
Empire Financial Management Company
New York
$365K +$8.04K +22 +2%
PPP
1219
Private Portfolio Partners
New Jersey
$363K – – –
WP
1220
WMS Partners
Maryland
$361K -$124K -339 -26%
MIS
1221
Morningstar Investment Services
Illinois
$360K +$26.2K +71 +8%
PCP
1222
Proficio Capital Partners
Massachusetts
$357K +$17.2K +47 +5%
KC
1223
Kenfarb & Co
Kentucky
$352K -$11K -30 -3%
WFI
1224
West Family Investments
California
$350K – – –
CWA
1225
Cornerstone Wealth Advisors
Minnesota
$349K – – –
47 48
49
50 51