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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 %
SQA
1351
Simon Quick Advisors
New Jersey
$240K +$240K +598 New
CMP
1352
Courage Miller Partners
Virginia
$239K – – –
MRWM
1353
ML&R Wealth Management
Texas
$238K – – –
PA
1354
Procyon Advisors
Connecticut
$235K +$235K +587 New
4WM
1355
44 Wealth Management
Oregon
$235K +$802 +2 +0.3%
FMWA
1356
Forvis Mazars Wealth Advisors
Missouri
$234K +$234K +584 New
CIP
1357
Convergence Investment Partners
Florida
$234K -$5.2K -13 -2%
EWM
1358
Endurance Wealth Management
Rhode Island
$234K -$5.21K -13 -2%
ACA
1359
Affinity Capital Advisors
California
$231K +$231K +577 New
AFWM
1360
AMJ Financial Wealth Management
Virginia
$231K +$231K +576 New
PCIA
1361
Prime Capital Investment Advisors
Kansas
$230K +$230K +573 New
NL
1362
NWAM LLC
Washington
$229K +$229K +571 New
HCMG
1363
Howard Capital Management Group
California
$228K -$10.8K -27 -5%
JMFC
1364
J.M. Forbes & Co
Massachusetts
$228K +$228K +569 New
GFG
1365
Goldstone Financial Group
Illinois
$227K +$227K +567 New
T
1366
TRUADVICE
Florida
$227K -$26.8K -69 -11%
Acadian Asset Management
1367
Acadian Asset Management
Massachusetts
$227K – – –
DPI
1368
Diversified Portfolios Inc
Michigan
$227K +$227K +566 New
VVP
1369
Venture Visionary Partners
Ohio
$226K +$226K +564 New
MCM
1370
Manchester Capital Management
Vermont
$224K -$127K -317 -36%
SIC
1371
Salem Investment Counselors
North Carolina
$223K -$22.9K -57 -9%
JDR
1372
Jay D. Rosenbaum
$223K +$223K +557 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1373
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$222K -$3.83M -9,554 -95%
BFG
1374
Bouchey Financial Group
New York
$221K +$221K +551 New
DCM
1375
Deuterium Capital Management
Florida
$220K +$220K +550 New
53 54
55
56 57