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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 %
LA
1276
LM Advisors
California
$399K +$399K +905 New
SCP
1277
Sivia Capital Partners
California
$398K +$398K +904 New
AL
1278
Aspiriant LLC
California
$398K +$398K +904 New
KWA
1279
Kingswood Wealth Advisors
California
$397K +$397K +902 New
CAM
1280
Covenant Asset Management
New Jersey
$396K -$288K -654 -42%
AA
1281
Alta Advisers
United Kingdom
$396K – – –
PFA
1282
Plotkin Financial Advisors
Maryland
$396K – – –
QC
1283
Quent Capital
New York
$395K +$94.3K +214 +31%
IAN
1284
Integrated Advisors Network
Texas
$394K +$31.7K +72 +9%
PPP
1285
Private Portfolio Partners
New Jersey
$393K -$44.1K -100 -10%
CWM
1286
Cornerstone Wealth Management
Missouri
$393K -$20.7K -47 -5%
TFA
1287
Transamerica Financial Advisors
Florida
$392K -$108K -244 -22%
EHC
1288
Everett Harris & Co
California
$391K +$3.52K +8 +0.9%
WP
1289
Woodline Partners
California
$391K +$391K +888 New
HFRG
1290
Houlihan Financial Resource Group
Virginia
$387K – – –
MIP
1291
Marietta Investment Partners
Wisconsin
$387K +$114K +258 +42%
BOS
1292
Bank of Stockton
California
$387K -$22.1K -50 -5%
MGIA
1293
Matthew Goff Investment Advisor
Texas
$382K – – –
PFG
1294
Prosperity Financial Group
California
$382K +$13.2K +30 +4%
NFG
1295
Nations Financial Group
Iowa
$379K +$379K +861 New
SFG
1296
StrategIQ Financial Group
Indiana
$378K – – –
RP
1297
Riverwater Partners
Wisconsin
$378K – – –
OL
1298
OneFund LLC
Florida
$378K +$378K +857 New
FCM
1299
Fourpath Capital Management
Oklahoma
$377K +$4.85K +11 +1%
TIM
1300
Triad Investment Management
California
$376K -$3.52K -8 -0.9%
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