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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 %
GBT
1326
Grove Bank & Trust
Florida
$234K +$14.1K +41 +6%
BFO
1327
Biltmore Family Office
North Carolina
$233K +$2.76K +8 +1%
SVWAG
1328
Sound View Wealth Advisors Group
Georgia
$233K +$41K +119 +21%
AIA
1329
Alera Investment Advisors
Illinois
$232K +$1.38K +4 +0.6%
VC
1330
Vicus Capital
Pennsylvania
$232K -$3.1K -9 -1%
OL
1331
Optas LLC
Texas
$231K +$25.2K +73 +12%
CBFP
1332
Cedar Brook Financial Partners
Ohio
$231K -$9.31K -27 -4%
EBA
1333
Eagle Bay Advisors
New York
$230K +$1.38K +4 +0.6%
MFS
1334
Mirabella Financial Services
United Kingdom
$229K +$229K +664 New
SWM
1335
Sculati Wealth Management
Michigan
$227K – – –
CWP
1336
Concord Wealth Partners
Virginia
$225K +$218K +632 +2,873%
PPW
1337
Pasadena Private Wealth
California
$225K – – –
CWM
1338
Compass Wealth Management
Connecticut
$225K – – –
3IP
1339
3Chopt Investment Partners
Virginia
$225K +$225K +653 New
Koshinski Asset Management
1340
Koshinski Asset Management
Illinois
$225K -$5.51K -16 -2%
EFG
1341
Everhart Financial Group
Ohio
$224K -$17.2K -50 -7%
WA
1342
Wealth Architects
California
$223K +$2.07K +6 +0.9%
SSG
1343
Summit Securities Group
New York
$223K +$107K +312 +93%
MIS
1344
Morningstar Investment Services
Illinois
$222K +$222K +652 New
CWM
1345
Connecticut Wealth Management
Connecticut
$221K -$3.79K -11 -2%
SFO
1346
Stokes Family Office
Louisiana
$221K -$85.2K -247 -28%
ACM
1347
Allred Capital Management
Texas
$219K +$1.03K +3 +0.5%
NAMP
1348
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$219K +$1.03K +3 +0.5%
JIP
1349
Jaffetilchin Investment Partners
Florida
$219K +$345 +1 +0.2%
CFP
1350
Catalyst Financial Partners
Massachusetts
$217K +$217K +629 New
52 53
54
55 56