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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 %
MRCM
1301
M&R Capital Management
New Jersey
$281K – – –
BPFA
1302
Barnes Pettey Financial Advisors
Mississippi
$280K – – –
ACM
1303
Avalon Capital Management
California
$277K – – –
WWM
1304
Western Wealth Management
Colorado
$276K -$13.6K -34 -5%
G
1305
Gainplan
Michigan
$276K – – –
LWMM
1306
Legacy Wealth Management (Mississippi)
Mississippi
$275K -$5.61K -14 -2%
WC
1307
Waterloo Capital
Texas
$273K +$273K +680 New
SWA
1308
SFMG Wealth Advisors
Texas
$272K +$272K +679 New
AIA
1309
Alera Investment Advisors
Illinois
$272K +$2K +5 +0.7%
SRC
1310
Shufro Rose & Co
New York
$272K – – –
ACM
1311
Allred Capital Management
Texas
$268K +$12.8K +32 +5%
JSW
1312
Journey Strategic Wealth
New Jersey
$265K -$116K -289 -30%
SWM
1313
Sculati Wealth Management
Michigan
$264K – – –
VAG
1314
VisionPoint Advisory Group
Texas
$264K +$264K +658 New
WA
1315
Wealth Architects
California
$263K +$2.81K +7 +1%
DBRC
1316
D.B. Root & Company
Pennsylvania
$263K +$14.8K +37 +6%
GBT
1317
Grove Bank & Trust
Florida
$262K -$9.62K -24 -4%
AWP
1318
Ascent Wealth Partners
New York
$262K +$262K +654 New
CWM
1319
Compass Wealth Management
Connecticut
$262K – – –
3IP
1320
3Chopt Investment Partners
Virginia
$262K – – –
PPW
1321
Pasadena Private Wealth
California
$262K – – –
DWM
1322
Darwin Wealth Management
Florida
$261K +$261K +660 New
JWM
1323
Janiczek Wealth Management
Colorado
$261K +$70.6K +176 +37%
EH
1324
Equitable Holdings
New York
$261K +$261K +651 New
EP
1325
Eudaimonia Partners
Tennessee
$260K +$260K +649 New
51 52
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