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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 %
JIP
1326
Jaffetilchin Investment Partners
Florida
$258K +$3.61K +9 +1%
CWM
1327
Connecticut Wealth Management
Connecticut
$257K – – –
PT
1328
Plimoth Trust
Massachusetts
$257K -$42.1K -105 -14%
EBA
1329
Eagle Bay Advisors
New York
$254K -$14K -35 -5%
NAMP
1330
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$254K -$1.2K -3 -0.5%
IAIM
1331
Industrial Alliance Investment Management
Quebec, Canada
$253K -$22.8M -56,818 -99%
E
1332
Ergoteles
New York
$253K -$25.8M -64,452 -99%
CA
1333
Crewe Advisors
Utah
$251K +$81.8K +204 +48%
V
1334
VeraBank
Texas
$251K – – –
GKWIM
1335
Gerber Kawasaki Wealth & Investment Management
California
$251K +$4.01K +10 +2%
MIP
1336
Marietta Investment Partners
Wisconsin
$249K +$249K +620 New
VC
1337
Veracity Capital
Georgia
$247K +$3.21K +8 +1%
TFM
1338
TFC Financial Management
Massachusetts
$247K -$2.81K -7 -1%
CIM
1339
Chapman Investment Management
California
$246K – – –
CMS
1340
Capital Market Strategies
Florida
$245K +$245K +612 New
RA
1341
Ruggaard & Associates
Ohio
$245K -$1.6K -4 -0.7%
Koshinski Asset Management
1342
Koshinski Asset Management
Illinois
$244K -$17.6K -44 -7%
FFA
1343
Farther Finance Advisors
California
$244K +$10K +25 +4%
CBFP
1344
Cedar Brook Financial Partners
Ohio
$244K -$24.5K -61 -9%
LOAMU
1345
Lombard Odier Asset Management (USA)
New York
$243K -$241K -600 -50%
VC
1346
Vicus Capital
Pennsylvania
$243K -$27.3K -68 -10%
TBC
1347
Ted Buchan & Co
California
$242K +$242K +604 New
FCFS
1348
First Command Financial Services
Texas
$241K – – –
FCB
1349
First Command Bank
Texas
$241K – – –
JF
1350
Jump Financial
Illinois
$241K -$716K -1,787 -75%
52 53
54
55 56