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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 %
IIA
1226
ICW Investment Advisors
Arizona
$470K +$4.41K +10 +0.9%
WAG
1227
Wallace Advisory Group
California
$470K -$47.9K -131 -9%
PI
1228
PFG Investments
New York
$469K -$21.6K -49 -4%
DS
1229
DRW Securities
Illinois
$468K -$2.08M -4,715 -82%
PCP
1230
Proficio Capital Partners
Massachusetts
$468K +$37K +84 +9%
WMA
1231
West Michigan Advisors
Michigan
$467K +$18.1K +41 +4%
WWP
1232
WR Wealth Planners
Missouri
$463K +$441 +1 +0.1%
CC
1233
Callan Capital
California
$459K -$42.7K -97 -9%
OFS
1234
Orrstown Financial Services
Pennsylvania
$459K +$459K +1,042 New
CPIG
1235
Chicago Partners Investment Group
Illinois
$456K -$23.6K -53 -5%
CIC
1236
Carnegie Investment Counsel
Ohio
$456K -$10.6K -24 -2%
LAM
1237
L2 Asset Management
Massachusetts
$454K +$201K +457 +80%
AC
1238
Abbrea Capital
California
$452K +$57.2K +130 +14%
RSS
1239
Rosenblum Silverman Sutton
California
$451K – – –
EA
1240
Emerald Advisers
Pennsylvania
$451K -$2.64K -6 -0.6%
PIA
1241
Pinion Investment Advisors
Kansas
$450K -$62.6K -142 -12%
WFI
1242
West Family Investments
California
$449K +$26.9K +61 +6%
EFG
1243
Embree Financial Group
Illinois
$447K +$447K +1,016 New
PWA
1244
Provenance Wealth Advisors
Florida
$447K – – –
LFM
1245
LGT Fund Management
Liechtenstein
$442K – – –
HL
1246
HeadInvest LLC
Maine
$441K – – –
CB
1247
Community Bank
New York
$441K -$11K -25 -2%
ACM
1248
Ayrshire Capital Management
Connecticut
$441K -$1.76K -4 -0.4%
CFP
1249
Catalyst Financial Partners
Massachusetts
$440K +$22K +50 +5%
DWM
1250
Drive Wealth Management
Utah
$439K +$20.3K +46 +5%
48 49
50
51 52