SPGI icon

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 %
WA
1251
Waddell & Associates
Tennessee
$320K -$150K -375 -32%
PHS
1252
Pekin Hardy Strauss
Illinois
$320K – – –
SG
1253
StoneX Group
New York
$318K -$139K -347 -30%
JFGIW
1254
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$318K +$6.82K +17 +2%
IIC
1255
Integrated Investment Consultants
Michigan
$317K -$2.81K -7 -0.9%
Wealth Enhancement Advisory Services
1256
Wealth Enhancement Advisory Services
Minnesota
$316K +$316K +789 New
ACA
1257
Anchor Capital Advisors
Massachusetts
$316K -$6.01K -15 -2%
WAP
1258
Wealthcare Advisory Partners
Pennsylvania
$314K +$24.5K +61 +8%
GAG
1259
Goodman Advisory Group
Massachusetts
$314K -$124K -309 -28%
PFG
1260
Prosperity Financial Group
California
$314K +$18K +45 +6%
NAG
1261
Northstar Advisory Group
New Jersey
$314K +$314K +783 New
LB
1262
Leo Brokerage
Texas
$313K +$15.2K +38 +5%
FNWM
1263
Financial Network Wealth Management
Utah
$313K – – –
CWM
1264
Calamos Wealth Management
Illinois
$313K +$4.01K +10 +1%
BIP
1265
Blueprint Investment Partners
North Carolina
$313K +$313K +780 New
TIA
1266
Traphagen Investment Advisors
New Jersey
$312K -$77.4K -193 -20%
SB
1267
Simmons Bank
Arkansas
$311K +$19.6K +49 +7%
RA
1268
Rational Advisors
New York
$310K +$310K +773 New
OCBCO
1269
Oversea-Chinese Banking Corp (OCBC)
Singapore
$308K – – –
TAM
1270
Taurus Asset Management
New York
$307K – – –
ACIM
1271
Azimuth Capital Investment Management
Michigan
$307K -$20K -50 -6%
GA
1272
Goldstein Advisors
Wisconsin
$307K -$6.01K -15 -2%
FCM
1273
Fourpath Capital Management
Oklahoma
$305K -$2K -5 -0.7%
SAM
1274
Strategy Asset Managers
California
$303K +$6.82K +17 +2%
RBC
1275
Romano Brothers & Co
Illinois
$302K -$30.1K -75 -9%
49 50
51
52 53