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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 %
CWM
1326
Curi Wealth Management
North Carolina
$349K -$1.76K -4 -0.5%
BBP
1327
Banco BTG Pactual
Brazil
$345K -$186K -420 -35%
CCG
1328
Catalina Capital Group
California
$342K +$342K +777 New
ACIM
1329
Azimuth Capital Investment Management
Michigan
$341K -$441 -1 -0.1%
CT
1330
Clearstead Trust
Maine
$341K +$341K +774 New
FI
1331
FWG Investments
Kentucky
$340K +$340K +773 New
JF
1332
Jump Financial
Illinois
$340K -$602K -1,366 -64%
JLBC
1333
J.L. Bainbridge & Co
Florida
$340K – – –
LAS
1334
Lloyd Advisory Services
Georgia
$339K +$339K +770 New
OL
1335
Optas LLC
Texas
$339K +$21.6K +49 +7%
ACA
1336
Anchor Capital Advisors
Massachusetts
$337K -$2.64K -6 -0.8%
TAM
1337
Taurus Asset Management
New York
$337K – – –
OC
1338
Oarsman Capital
Wisconsin
$336K +$336K +763 New
LA
1339
LVW Advisors
New York
$336K +$336K +762 New
MCCA
1340
Mill Creek Capital Advisors
Pennsylvania
$335K -$32.6K -74 -9%
EWM
1341
Endowment Wealth Management
Wisconsin
$332K -$3.52K -8 -1%
WANY
1342
Wealthspire Advisors (New York)
New York
$331K +$59K +134 +22%
SG
1343
Somerset Group
Minnesota
$330K – – –
LP
1344
LB Partners
Virginia
$330K +$330K +750 New
VCM
1345
Violich Capital Management
California
$330K – – –
LNB
1346
Ledyard National Bank
$330K – – –
AWP
1347
Ascent Wealth Partners
New York
$330K +$3.52K +8 +1%
BB
1348
Burford Brothers
Texas
$330K +$330K +749 New
CAL
1349
Capital Advisors Ltd
Ohio
$326K -$9.71K -22 -3%
WA
1350
Waverly Advisors
Alabama
$326K -$91.6K -208 -22%
52 53
54
55 56