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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 %
IAN
1276
Integrated Advisors Network
Texas
$302K +$27.7K +69 +10%
VCM
1277
Violich Capital Management
California
$301K – – –
SG
1278
Somerset Group
Minnesota
$301K – – –
LNB
1279
Ledyard National Bank
$300K +$1.6K +4 +0.5%
PWMG
1280
Provence Wealth Management Group
California
$300K +$4.41K +11 +1%
C
1281
Certuity
Florida
$299K +$18.8K +47 +7%
FPA
1282
First Pacific Advisors
California
$298K – – –
NB
1283
Northwest Bancshares
Pennsylvania
$298K +$12.4K +31 +4%
CAL
1284
Capital Advisors Ltd
Ohio
$295K +$58.2K +145 +25%
MA
1285
MJP Associates
Connecticut
$295K -$1.6K -4 -0.5%
ACH
1286
ArrowMark Colorado Holdings
Colorado
$293K – – –
SIC
1287
Samalin Investment Counsel
New York
$292K +$292K +728 New
CSB
1288
City State Bank
Iowa
$291K -$12.4K -31 -4%
OPCM
1289
Osborne Partners Capital Management
California
$291K -$19.6K -49 -6%
PWG
1290
Portside Wealth Group
Utah
$289K +$289K +722 New
D.E. Shaw & Co
1291
D.E. Shaw & Co
New York
$288K +$288K +719 New
I
1292
InceptionR
California
$287K -$1.06M -2,651 -79%
OL
1293
Optas LLC
Texas
$286K +$16.8K +42 +6%
IFS
1294
Ifrah Financial Services
Arkansas
$286K -$2.81K -7 -1%
MFA
1295
Mayflower Financial Advisors
Massachusetts
$285K -$5.21K -13 -2%
QC
1296
Quent Capital
New York
$285K +$9.22K +23 +3%
CFO
1297
CVA Family Office
Colorado
$284K +$36.1K +90 +15%
TC
1298
Telemus Capital
Michigan
$284K -$1.2K -3 -0.4%
CFG
1299
Carr Financial Group
Massachusetts
$281K – – –
SCM
1300
Sandler Capital Management
New York
$281K – – –
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