SPGI icon

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 %
HFM
1301
Hartford Funds Management
Pennsylvania
$251K +$251K +727 New
GCP
1302
Garda Capital Partners
Minnesota
$250K +$250K +726 New
MFA
1303
Mayflower Financial Advisors
Massachusetts
$250K +$8.97K +26 +4%
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$249K +$5.52K +16 +2%
WWM
1305
Western Wealth Management
Colorado
$249K +$17.9K +52 +8%
CPRC
1306
Consolidated Portfolio Review Corp
New York
$249K +$249K +721 New
IFS
1307
Ifrah Financial Services
Arkansas
$248K -$5.17K -15 -2%
NB
1308
Northwest Bancshares
Pennsylvania
$246K -$8.62K -25 -3%
TC
1309
Telemus Capital
Michigan
$245K +$6.55K +19 +3%
CFO
1310
Callan Family Office
Pennsylvania
$244K +$11.7K +34 +5%
CCM
1311
Chilton Capital Management
Texas
$242K +$242K +703 New
CFG
1312
Carr Financial Group
Massachusetts
$242K – – –
MRCM
1313
M&R Capital Management
New Jersey
$241K – – –
SCM
1314
Sandler Capital Management
New York
$241K +$241K +700 New
LWMM
1315
Legacy Wealth Management (Mississippi)
Mississippi
$241K – – –
C
1316
Certuity
Florida
$241K +$20.3K +59 +9%
BPFA
1317
Barnes Pettey Financial Advisors
Mississippi
$241K -$4.14K -12 -2%
BW
1318
Bison Wealth
Georgia
$240K -$4.68K -13 -2%
ACM
1319
Avalon Capital Management
California
$238K -$3.45K -10 -1%
G
1320
Gainplan
Michigan
$238K -$4.14K -12 -2%
T
1321
TRUADVICE
Florida
$237K +$237K +655 New
QC
1322
Quent Capital
New York
$237K +$2.41K +7 +1%
IAN
1323
Integrated Advisors Network
Texas
$236K +$8.62K +25 +4%
BFA
1324
Brendel Financial Advisors
New Hampshire
$236K -$3.35M -9,720 -93%
SRC
1325
Shufro Rose & Co
New York
$234K – – –
51 52
53
54 55