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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 %
H
1226
HoyleCohen
California
$311K – – –
AA
1227
Alta Advisers
United Kingdom
$310K – – –
PFA
1228
Plotkin Financial Advisors
Maryland
$310K – – –
JLBC
1229
J.L. Bainbridge & Co
Florida
$310K -$14.5K -42 -4%
OWP
1230
Obermeyer Wealth Partners
Colorado
$307K -$16.9K -49 -5%
CB
1231
CNB Bank
Pennsylvania
$304K -$29.3K -85 -9%
RWM
1232
Revisor Wealth Management
Ohio
$304K +$304K +883 New
CWM
1233
Cornerstone Wealth Management
Missouri
$304K +$304K +882 New
EHC
1234
Everett Harris & Co
California
$303K – – –
HFRG
1235
Houlihan Financial Resource Group
Virginia
$303K +$1.72K +5 +0.6%
MCM
1236
Manchester Capital Management
Vermont
$302K +$84.1K +244 +39%
MIM
1237
Meridiem Investment Management
United Kingdom
$302K -$43.1K -125 -13%
CC
1238
Callan Capital
California
$301K – – –
EFMC
1239
Empire Financial Management Company
New York
$301K +$301K +873 New
PP
1240
Paloma Partners
Connecticut
$300K +$300K +870 New
CAMV
1241
Concord Asset Management (Virginia)
Virginia
$300K +$300K +869 New
MGIA
1242
Matthew Goff Investment Advisor
Texas
$299K – – –
TIM
1243
Triad Investment Management
California
$297K +$7.93K +23 +3%
GL
1244
Graypoint LLC
New York
$296K +$84.5K +245 +40%
DMBA
1245
Deseret Mutual Benefit Administrators
Utah
$296K -$11.7K -34 -4%
APW
1246
Acima Private Wealth
Virginia
$292K +$285K +826 +3,755%
RP
1247
Riverwater Partners
Wisconsin
$292K – – –
SFG
1248
StrategIQ Financial Group
Indiana
$291K – – –
ANTB
1249
AMG National Trust Bank
Colorado
$290K -$75.5K -219 -21%
NP
1250
Nilsine Partners
Colorado
$290K +$290K +841 New
48 49
50
51 52