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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 %
HIP
1201
HUB Investment Partners
Texas
$512K +$512K +1,163 New
SS
1202
Sunbelt Securities
Texas
$512K -$19.4K -44 -4%
FIB
1203
First Interstate Bank
Montana
$509K – – –
GC
1204
Gilbert & Cook
Iowa
$507K +$36.5K +83 +8%
CFA
1205
CWS Financial Advisors
Michigan
$506K -$63K -143 -11%
CP
1206
Coho Partners
Pennsylvania
$506K +$506K +1,149 New
PA
1207
Procyon Advisors
Connecticut
$505K +$59.5K +135 +13%
NP
1208
Nilsine Partners
Colorado
$504K -$153K -348 -23%
1W
1209
1776 Wealth
Georgia
$500K – – –
BBWP
1210
Beacon Bridge Wealth Partners
Pennsylvania
$499K +$440 +1 +0.1%
FAFN
1211
First Affirmative Financial Network
Colorado
$498K -$19.8K -45 -4%
CA
1212
Centerpoint Advisors
Massachusetts
$496K -$45.8K -104 -8%
OWA
1213
One Wealth Advisors
California
$495K +$3.52K +8 +0.7%
ACL
1214
Applied Capital LLC
Florida
$494K -$65.6K -149 -12%
EA
1215
Everpar Advisors
Oklahoma
$494K +$494K +1,121 New
SBIA
1216
Sheaff Brock Investment Advisors
Indiana
$492K +$6.61K +15 +1%
SSW
1217
Smith Shellnut Wilson
Mississippi
$491K -$10.1K -23 -2%
MI
1218
Motiv8 Investments
Florida
$490K +$490K +1,112 New
LFA
1219
Legacy Financial Advisors
Kentucky
$490K +$2.64K +6 +0.5%
OTL
1220
Oak Thistle LLC
New York
$489K -$1.56M -3,549 -76%
JGGDR
1221
JGP Global Gestao de Recursos
Brazil
$485K +$485K +1,100 New
IWP
1222
Invenio Wealth Partners
Florida
$483K -$50.7K -115 -9%
SDAM
1223
Shulman DeMeo Asset Management
New York
$478K +$2.2K +5 +0.5%
ECM
1224
Elgethun Capital Management
South Dakota
$477K – – –
WF
1225
Welch & Forbes
Massachusetts
$471K -$120K -272 -20%
47 48
49
50 51