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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 %
IIM
1226
Ironwood Investment Management
Massachusetts
$341K -$20.8K -52 -6%
EP
1227
Edgestream Partners
New Jersey
$341K -$424K -1,058 -55%
CFP
1228
Catalyst Financial Partners
Massachusetts
$341K +$88.6K +221 +35%
RP
1229
Riverwater Partners
Wisconsin
$339K – – –
CG
1230
Corundum Group
Colorado
$339K +$10.4K +26 +3%
SFG
1231
StrategIQ Financial Group
Indiana
$338K – – –
LW
1232
Linscomb Wealth
Texas
$336K +$2.81K +7 +0.8%
BW
1233
Bison Wealth
Georgia
$335K +$67.8K +169 +25%
CWS
1234
Confluence Wealth Services
Pennsylvania
$335K +$2.81K +7 +0.8%
LAM
1235
L2 Asset Management
Massachusetts
$334K +$15.6K +39 +5%
ETIA
1236
Epic Trust Investment Advisors
Washington
$332K -$125K -312 -27%
APW
1237
Acima Private Wealth
Virginia
$331K -$8.82K -22 -3%
PTC
1238
Philadelphia Trust Company
Pennsylvania
$331K – – –
VHAM
1239
Van Hulzen Asset Management
California
$331K +$331K +826 New
HFM
1240
Hartford Funds Management
Pennsylvania
$331K +$38.9K +97 +13%
WA
1241
Waverly Advisors
Alabama
$328K +$1.6K +4 +0.5%
CWM
1242
Curi Wealth Management
North Carolina
$327K – – –
PPC
1243
Park Place Capital
Alabama
$327K -$4.01K -10 -1%
BIA
1244
Bell Investment Advisors
California
$324K +$233K +580 +253%
EWM
1245
Endowment Wealth Management
Wisconsin
$324K +$28.1K +70 +9%
DMBA
1246
Deseret Mutual Benefit Administrators
Utah
$323K -$21.6K -54 -6%
MIC
1247
Meridian Investment Counsel
California
$323K – – –
SMA
1248
Sage Mountain Advisors
Georgia
$322K +$8.82K +22 +3%
BC
1249
Burney Company
Virginia
$321K +$28.1K +70 +10%
GCMG
1250
Gyroscope Capital Management Group
Florida
$321K +$80.2K +200 +33%
48 49
50
51 52