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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$668M
2
Wells Fargo
Wells Fargo
California
+$358M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$148M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$251M
3
Goldman Sachs
Goldman Sachs
New York
-$240M
4
Capital World Investors
Capital World Investors
California
-$238M
5
BlackRock
BlackRock
New York
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
1351
Eclectic Associates
California
$239K +$239K +653 New
CG
1352
Corundum Group
Colorado
$236K -$72.7K -199 -24%
VC
1353
Veracity Capital
Georgia
$235K +$9.5K +26 +4%
RA
1354
Rational Advisors
New York
$235K -$47.9K -131 -17%
PT
1355
Plimoth Trust
Massachusetts
$234K – – –
DBRC
1356
D.B. Root & Company
Pennsylvania
$233K -$5.85K -16 -2%
AIA
1357
Alera Investment Advisors
Illinois
$233K -$14.6K -40 -6%
JIP
1358
Jaffetilchin Investment Partners
Florida
$232K -$2.92K -8 -1%
CFO
1359
CVA Family Office
Colorado
$232K -$27K -74 -10%
JDR
1360
Jay D. Rosenbaum
$232K +$28.5K +78 +14%
ACM
1361
Avalon Capital Management
California
$231K -$20.8K -57 -8%
NAMP
1362
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$231K – – –
GA
1363
Goldstein Advisors
Wisconsin
$231K -$48.6K -133 -17%
OR
1364
Olympiad Research
Connecticut
$231K +$231K +632 New
TFM
1365
TFC Financial Management
Massachusetts
$231K +$5.85K +16 +3%
V
1366
VeraBank
Texas
$229K – – –
MIP
1367
Marietta Investment Partners
Wisconsin
$227K – – –
WANY
1368
Wealthspire Advisors (New York)
New York
$226K +$226K +617 New
TCOT
1369
Trust Company of Toledo
Ohio
$223K +$223K +611 New
NL
1370
NWAM LLC
Washington
$222K +$13.5K +37 +6%
LWMM
1371
Legacy Wealth Management (Mississippi)
Mississippi
$221K -$29.2K -80 -12%
TBC
1372
Ted Buchan & Co
California
$221K – – –
FMWA
1373
Forvis Mazars Wealth Advisors
Missouri
$221K +$7.31K +20 +3%
CHP
1374
Cable Hill Partners
Oregon
$220K +$220K +603 New
VAG
1375
VisionPoint Advisory Group
Texas
$219K -$21.9K -60 -9%
53 54
55
56 57