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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 %
EFG
1301
Everhart Financial Group
Ohio
$277K -$163K -447 -37%
GBT
1302
Grove Bank & Trust
Florida
$276K +$37.3K +102 +16%
BC
1303
Burney Company
Virginia
$275K -$17.5K -48 -6%
RBC
1304
Romano Brothers & Co
Illinois
$274K -$1.46K -4 -0.5%
SG
1305
Somerset Group
Minnesota
$274K – – –
RPA
1306
Rock Point Advisors
Vermont
$274K +$274K +750 New
VCM
1307
Violich Capital Management
California
$274K – – –
LNB
1308
Ledyard National Bank
$274K – – –
AWP
1309
Ascent Wealth Partners
New York
$271K +$31.8K +87 +13%
EH
1310
Equitable Holdings
New York
$270K +$32.5K +89 +14%
IIC
1311
Integrated Investment Consultants
Michigan
$270K -$18.6K -51 -6%
SB
1312
Simmons Bank
Arkansas
$270K -$14.3K -39 -5%
PCM
1313
Prelude Capital Management
New York
$269K +$269K +737 New
CFG
1314
Carr Financial Group
Massachusetts
$268K – – –
DMBA
1315
Deseret Mutual Benefit Administrators
Utah
$268K -$25.9K -71 -9%
NB
1316
Northwest Bancshares
Pennsylvania
$268K -$4.02K -11 -1%
ACH
1317
ArrowMark Colorado Holdings
Colorado
$267K – – –
CFAM
1318
Coury Firm Asset Management
Pennsylvania
$267K +$267K +730 New
SAM
1319
Strategy Asset Managers
California
$266K -$10.6K -29 -4%
MA
1320
MJP Associates
Connecticut
$266K -$3.29K -9 -1%
OPCM
1321
Osborne Partners Capital Management
California
$265K – – –
OL
1322
Optas LLC
Texas
$263K +$2.92K +8 +1%
CPA
1323
Capital Planning Advisors
California
$263K -$87.3K -239 -25%
GWM
1324
Gitterman Wealth Management
New Jersey
$261K +$261K +715 New
PCIA
1325
Prime Capital Investment Advisors
Kansas
$257K +$47.9K +131 +23%
51 52
53
54 55