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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 %
H
1276
HoyleCohen
California
$297K -$42.8K -117 -13%
EAM
1277
Empirical Asset Management
Massachusetts
$295K +$295K +808 New
PWG
1278
Portside Wealth Group
Utah
$295K +$29.8K +81 +11%
MIC
1279
Meridian Investment Counsel
California
$294K – – –
IIM
1280
Ironwood Investment Management
Massachusetts
$294K -$17.2K -47 -6%
FNWM
1281
Financial Network Wealth Management
Utah
$293K – – –
BIA
1282
Bell Investment Advisors
California
$293K -$2.92K -8 -1%
PHS
1283
Pekin Hardy Strauss
Illinois
$291K – – –
WA
1284
Waddell & Associates
Tennessee
$291K – – –
CWM
1285
Curi Wealth Management
North Carolina
$291K -$7.31K -20 -2%
JFGIW
1286
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K -$731 -2 -0.3%
G
1287
Gainplan
Michigan
$287K +$35.4K +97 +14%
CWM
1288
Calamos Wealth Management
Illinois
$287K +$2.19K +6 +0.8%
WAP
1289
Wealthcare Advisory Partners
Pennsylvania
$286K -$365 -1 -0.1%
TIA
1290
Traphagen Investment Advisors
New Jersey
$284K +$365 +1 +0.1%
ACIM
1291
Azimuth Capital Investment Management
Michigan
$284K +$4.02K +11 +1%
CA
1292
Commerzbank Aktiengesellschaft
Germany
$283K +$283K +774 New
JWM
1293
Janiczek Wealth Management
Colorado
$282K +$44.2K +121 +19%
ACA
1294
Anchor Capital Advisors
Massachusetts
$282K -$5.48K -15 -2%
JLBC
1295
J.L. Bainbridge & Co
Florida
$282K -$46.8K -128 -14%
CCA
1296
Childress Capital Advisors
Texas
$281K +$281K +770 New
TAM
1297
Taurus Asset Management
New York
$280K – – –
PPC
1298
Park Place Capital
Alabama
$279K -$18.6K -51 -6%
EWM
1299
Endowment Wealth Management
Wisconsin
$279K -$16.1K -44 -5%
CAL
1300
Capital Advisors Ltd
Ohio
$278K +$9.5K +26 +4%
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52
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