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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 %
EHC
1251
Everett Harris & Co
California
$322K – – –
HFRG
1252
Houlihan Financial Resource Group
Virginia
$321K -$111K -305 -26%
PP
1253
Patten & Patten
Tennessee
$319K – – –
MGIA
1254
Matthew Goff Investment Advisor
Texas
$317K – – –
TIM
1255
Triad Investment Management
California
$315K – – –
SFG
1256
StrategIQ Financial Group
Indiana
$313K +$5.11K +14 +2%
RP
1257
Riverwater Partners
Wisconsin
$313K +$4.02K +11 +1%
WI
1258
WrapManager Inc
California
$311K -$17.2K -47 -5%
BC
1259
Bridgefront Capital
Texas
$311K +$311K +852 New
SMA
1260
Sage Mountain Advisors
Georgia
$310K +$16.1K +44 +5%
FCM
1261
Fourpath Capital Management
Oklahoma
$309K +$30.7K +84 +11%
PFG
1262
Prosperity Financial Group
California
$306K +$19.7K +54 +7%
MCCA
1263
Mill Creek Capital Advisors
Pennsylvania
$305K -$81.5K -223 -21%
SFO
1264
Stokes Family Office
Louisiana
$304K -$8.77K -24 -3%
LW
1265
Linscomb Wealth
Texas
$303K -$2.56K -7 -0.8%
ETIA
1266
Epic Trust Investment Advisors
Washington
$303K +$365 +1 +0.1%
GIA
1267
Gladstone Institutional Advisory
Florida
$302K -$173K -474 -36%
PTC
1268
Philadelphia Trust Company
Pennsylvania
$302K – – –
APW
1269
Acima Private Wealth
Virginia
$302K – – –
ANTB
1270
AMG National Trust Bank
Colorado
$301K -$39.5K -108 -12%
IAN
1271
Integrated Advisors Network
Texas
$300K +$24.9K +68 +9%
SG
1272
StoneX Group
New York
$298K +$8.4K +23 +3%
IUHSA
1273
Itau Unibanco Holding S.A.
Brazil
$298K -$2.21M -6,053 -88%
CC
1274
Centiva Capital
New York
$298K -$2.03M -5,547 -87%
EBA
1275
Eagle Bay Advisors
New York
$297K +$65.8K +180 +28%
49 50
51
52 53