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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 %
V
1351
VeraBank
Texas
$216K – – –
TFM
1352
TFC Financial Management
Massachusetts
$214K -$6.9K -20 -3%
CFO
1353
CVA Family Office
Colorado
$213K +$17.9K +52 +9%
DBRC
1354
D.B. Root & Company
Pennsylvania
$213K -$1.38K -4 -0.6%
GKWIM
1355
Gerber Kawasaki Wealth & Investment Management
California
$212K – – –
EFM
1356
E Fund Management
China
$212K -$10.7K -31 -5%
SIC
1357
Salem Investment Counselors
North Carolina
$212K – – –
CIM
1358
Chapman Investment Management
California
$212K – – –
RA
1359
Ruggaard & Associates
Ohio
$212K +$212K +614 New
PFM
1360
Parsec Financial Management
North Carolina
$210K – – –
MCWS
1361
McKinley Carter Wealth Services
West Virginia
$210K +$210K +608 New
VC
1362
Veracity Capital
Georgia
$210K -$22.1K -64 -10%
B
1363
Barings
North Carolina
$208K +$208K +602 New
FCFS
1364
First Command Financial Services
Texas
$207K -$60.3K -175 -23%
FCB
1365
First Command Bank
Texas
$207K -$60.3K -175 -23%
GCMG
1366
Gyroscope Capital Management Group
Florida
$207K +$207K +600 New
CIP
1367
Convergence Investment Partners
Florida
$206K -$3.1K -9 -1%
EWM
1368
Endurance Wealth Management
Rhode Island
$206K – – –
HCMG
1369
Howard Capital Management Group
California
$205K +$205K +596 New
CMP
1370
Courage Miller Partners
Virginia
$205K +$205K +595 New
MRWM
1371
ML&R Wealth Management
Texas
$204K +$204K +593 New
CAL
1372
Capital Advisors Ltd
Ohio
$203K -$38.2K -111 -16%
4WM
1373
44 Wealth Management
Oregon
$202K +$202K +585 New
FFA
1374
Farther Finance Advisors
California
$201K +$26.2K +76 +15%
Acadian Asset Management
1375
Acadian Asset Management
Massachusetts
$195K – – –
53 54
55
56 57