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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 %
KP
1251
Keel Point
Alabama
$435K +$30.9K +70 +8%
OWP
1252
Obermeyer Wealth Partners
Colorado
$435K +$42.7K +97 +11%
SWM
1253
SeaCrest Wealth Management
New York
$435K -$40.7K -95 -9%
PFBT
1254
Parkside Financial Bank & Trust
Missouri
$434K +$137K +312 +46%
CPW
1255
Crestmont Private Wealth
Texas
$434K -$13.7K -31 -3%
CB
1256
CNB Bank
Pennsylvania
$432K +$19.8K +45 +5%
BW
1257
Bison Wealth
Georgia
$428K +$33.5K +76 +8%
RPWA
1258
Regent Peak Wealth Advisors
Georgia
$426K +$4.85K +11 +1%
GXJ
1259
Global X Japan
Japan
$425K +$425K +964 New
CA
1260
Commerzbank Aktiengesellschaft
Germany
$422K +$80.7K +183 +24%
RFS
1261
Richardson Financial Services
Massachusetts
$421K +$421K +956 New
CWA
1262
Cornerstone Wealth Advisors
Minnesota
$421K – – –
FG
1263
Fiduciary Group
Georgia
$418K – – –
WCM
1264
Winthrop Capital Management
Indiana
$416K +$416K +944 New
MWM
1265
Modera Wealth Management
New Jersey
$413K +$12.3K +28 +3%
PWP
1266
Principle Wealth Partners
Connecticut
$413K -$100K -228 -20%
GIA
1267
Gladstone Institutional Advisory
Florida
$412K +$48K +109 +13%
BWG
1268
Berry Wealth Group
Texas
$412K +$412K +935 New
CPRC
1269
Consolidated Portfolio Review Corp
New York
$408K +$2.64K +6 +0.7%
KCM
1270
Kathmere Capital Management
Pennsylvania
$406K +$6.61K +15 +2%
AFT
1271
Alpha Family Trust
California
$405K – – –
AC
1272
Allstate Corporation
Illinois
$404K -$196K -446 -33%
SF
1273
Symphony Financial
Texas
$404K -$37.5K -86 -8%
JSC
1274
Jackson Square Capital
California
$404K – – –
SB
1275
Strategic Blueprint
Georgia
$403K -$3.97K -9 -1%
49 50
51
52 53