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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 %
JFGIW
1276
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$10K +29 +4%
Kovitz Investment Group Partners
1277
Kovitz Investment Group Partners
Illinois
$267K -$6.55K -19 -2%
OPCM
1278
Osborne Partners Capital Management
California
$267K +$16.9K +49 +7%
CWM
1279
Calamos Wealth Management
Illinois
$265K -$16.2K -47 -6%
OCBCO
1280
Oversea-Chinese Banking Corp (OCBC)
Singapore
$265K -$25.2K -73 -9%
FLPIM
1281
F.L. Putnam Investment Management
Massachusetts
$264K +$264K +767 New
CCIA
1282
Campbell & Co Investment Adviser
Maryland
$264K +$264K +767 New
DWM
1283
Drive Wealth Management
Utah
$264K +$38.3K +111 +17%
FCM
1284
Fourpath Capital Management
Oklahoma
$264K -$2.07K -6 -0.8%
TAM
1285
Taurus Asset Management
New York
$264K – – –
CSB
1286
City State Bank
Iowa
$261K – – –
VCM
1287
Violich Capital Management
California
$259K – – –
SG
1288
Somerset Group
Minnesota
$259K – – –
LNB
1289
Ledyard National Bank
$257K -$12.8K -37 -5%
PT
1290
Plimoth Trust
Massachusetts
$257K – – –
FPA
1291
First Pacific Advisors
California
$257K – – –
LB
1292
Leo Brokerage
Texas
$256K +$256K +743 New
MA
1293
MJP Associates
Connecticut
$255K -$5.52K -16 -2%
SAM
1294
Strategy Asset Managers
California
$255K +$345 +1 +0.1%
PFG
1295
Prosperity Financial Group
California
$254K +$5.17K +15 +2%
PWMG
1296
Provence Wealth Management Group
California
$254K +$10.7K +31 +4%
EWM
1297
Endowment Wealth Management
Wisconsin
$254K +$345 +1 +0.1%
BC
1298
Burney Company
Virginia
$252K -$60.3K -175 -19%
ACH
1299
ArrowMark Colorado Holdings
Colorado
$252K – – –
SB
1300
Simmons Bank
Arkansas
$251K +$251K +728 New
50 51
52
53 54