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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 %
MCA
1301
MSH Capital Advisors
Arizona
$375K -$22K -50 -6%
CA
1302
CoreCap Advisors
Michigan
$373K +$373K +846 New
PTC
1303
Philadelphia Trust Company
Pennsylvania
$372K +$8.36K +19 +2%
SMA
1304
Sage Mountain Advisors
Georgia
$370K -$2.64K -6 -0.7%
MCWA
1305
Meadow Creek Wealth Advisors
Georgia
$368K +$368K +836 New
FIM
1306
Freedom Investment Management
Connecticut
$367K -$170K -385 -32%
SI
1307
Seeds Investor
New York
$367K +$367K +834 New
LW
1308
Linscomb Wealth
Texas
$366K – – –
APW
1309
Acima Private Wealth
Virginia
$364K – – –
IIM
1310
Ironwood Investment Management
Massachusetts
$359K +$5.29K +12 +1%
JWM
1311
Janiczek Wealth Management
Colorado
$359K +$18.1K +41 +5%
H
1312
HoyleCohen
California
$358K – – –
PWG
1313
Portside Wealth Group
Utah
$358K +$3.97K +9 +1%
ETIA
1314
Epic Trust Investment Advisors
Washington
$357K -$8.81K -20 -2%
LS
1315
Livforsakringsbolaget Skandia
Sweden
$357K +$156K +353 +77%
CCA
1316
Childress Capital Advisors
Texas
$355K +$15.9K +36 +5%
CW
1317
CreativeOne Wealth
Kansas
$355K +$355K +805 New
MIC
1318
Meridian Investment Counsel
California
$355K – – –
RIM
1319
Rakuten Investment Management
Japan
$354K +$354K +802 New
3IP
1320
3Chopt Investment Partners
Virginia
$354K +$354K +803 New
RS
1321
Retirement Solution
Washington
$352K +$352K +800 New
FNWM
1322
Financial Network Wealth Management
Utah
$352K – – –
PHS
1323
Pekin Hardy Strauss
Illinois
$351K – – –
WA
1324
Waddell & Associates
Tennessee
$351K – – –
WI
1325
WrapManager Inc
California
$349K -$26K -59 -7%
51 52
53
54 55