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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 %
RPWA
1226
Regent Peak Wealth Advisors
Georgia
$349K +$9.5K +26 +3%
DWM
1227
Drive Wealth Management
Utah
$348K +$35.1K +96 +11%
SIA
1228
Soltis Investment Advisors
Utah
$348K +$348K +952 New
FG
1229
Fiduciary Group
Georgia
$347K – – –
CFP
1230
Catalyst Financial Partners
Massachusetts
$347K +$36.2K +99 +12%
WA
1231
Waverly Advisors
Alabama
$346K +$47.5K +130 +16%
HFM
1232
Hartford Funds Management
Pennsylvania
$344K +$42.4K +116 +14%
CWM
1233
Cornerstone Wealth Management
Missouri
$343K +$14.3K +39 +4%
CB
1234
CNB Bank
Pennsylvania
$342K +$13.5K +37 +4%
LAM
1235
L2 Asset Management
Massachusetts
$339K -$154K -260 -31%
Nomura Holdings
1236
Nomura Holdings
Japan
$338K -$905K -2,478 -73%
SB
1237
Strategic Blueprint
Georgia
$338K -$12.4K -34 -4%
CPRC
1238
Consolidated Portfolio Review Corp
New York
$336K – – –
AFT
1239
Alpha Family Trust
California
$336K – – –
KP
1240
Keel Point
Alabama
$336K -$5.85K -16 -2%
JSC
1241
Jackson Square Capital
California
$335K – – –
MWM
1242
Modera Wealth Management
New Jersey
$333K -$20.8K -57 -6%
KCM
1243
Kathmere Capital Management
Pennsylvania
$331K -$9.87K -27 -3%
MCA
1244
MSH Capital Advisors
Arizona
$329K -$4.75K -13 -1%
AA
1245
Alta Advisers
United Kingdom
$329K – – –
PFA
1246
Plotkin Financial Advisors
Maryland
$329K – – –
AC
1247
Abbrea Capital
California
$328K +$11.7K +32 +4%
BW
1248
Bison Wealth
Georgia
$328K +$22.3K +61 +7%
OWP
1249
Obermeyer Wealth Partners
Colorado
$326K – – –
BOS
1250
Bank of Stockton
California
$322K -$5.22K -15 -2%
48 49
50
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