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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 %
KP
1251
Keel Point
Alabama
$288K -$5.17K -15 -2%
LW
1252
Linscomb Wealth
Texas
$286K -$77.5K -225 -21%
RBC
1253
Romano Brothers & Co
Illinois
$286K -$178K -516 -38%
CWS
1254
Confluence Wealth Services
Pennsylvania
$286K +$30K +87 +12%
PTC
1255
Philadelphia Trust Company
Pennsylvania
$285K – – –
PPC
1256
Park Place Capital
Alabama
$284K +$690 +2 +0.2%
AC
1257
Abbrea Capital
California
$283K +$10.4K +30 +4%
CG
1258
Corundum Group
Colorado
$282K +$1.38K +4 +0.5%
AWA
1259
Arete Wealth Advisors
Illinois
$282K -$124K -360 -31%
CWM
1260
Curi Wealth Management
North Carolina
$281K +$5.86K +17 +2%
ACIM
1261
Azimuth Capital Investment Management
Michigan
$281K – – –
WA
1262
Waverly Advisors
Alabama
$281K -$12.4K -36 -4%
CW
1263
CreativeOne Wealth
Kansas
$280K +$5.17K +15 +2%
ALAM
1264
Asahi Life Asset Management
Japan
$278K -$276K -800 -50%
MIC
1265
Meridian Investment Counsel
California
$278K – – –
ACA
1266
Anchor Capital Advisors
Massachusetts
$277K -$3.45K -10 -1%
TC
1267
Trust Company
Kansas
$276K – – –
FNWM
1268
Financial Network Wealth Management
Utah
$276K – – –
PHS
1269
Pekin Hardy Strauss
Illinois
$275K – – –
IIC
1270
Integrated Investment Consultants
Michigan
$275K +$2.07K +6 +0.8%
IIA
1271
ICW Investment Advisors
Arizona
$274K +$29.7K +86 +12%
LAM
1272
L2 Asset Management
Massachusetts
$274K +$11.7K +34 +4%
HCC
1273
Hirtle Callaghan & Co
Pennsylvania
$270K -$1.21M -3,513 -82%
SMA
1274
Sage Mountain Advisors
Georgia
$269K +$269K +781 New
GA
1275
Goldstein Advisors
Wisconsin
$269K -$3.45K -10 -1%
49 50
51
52 53