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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 %
SB
1351
Simmons Bank
Arkansas
$325K – – –
IIC
1352
Integrated Investment Consultants
Michigan
$325K -$441 -1 -0.1%
SAM
1353
Strategy Asset Managers
California
$325K +$4.85K +11 +2%
CPA
1354
Capital Planning Advisors
California
$324K +$7.49K +17 +2%
LA
1355
Legacy Advisors
Pennsylvania
$324K +$324K +735 New
G
1356
Gainplan
Michigan
$322K -$23.8K -54 -7%
ACH
1357
ArrowMark Colorado Holdings
Colorado
$322K – – –
CWP
1358
Concord Wealth Partners
Virginia
$320K -$526K -1,193 -62%
OPCM
1359
Osborne Partners Capital Management
California
$319K – – –
PP
1360
Patten & Patten
Tennessee
$319K -$66.1K -150 -17%
BC
1361
Burney Company
Virginia
$317K -$14.5K -33 -4%
MRCM
1362
M&R Capital Management
New Jersey
$317K +$8.81K +20 +3%
DBIA
1363
Dumont & Blake Investment Advisors
New Jersey
$316K +$316K +717 New
NL
1364
NWAM LLC
Washington
$316K +$48K +109 +18%
MFA
1365
Mayflower Financial Advisors
Massachusetts
$315K +$10.1K +23 +3%
RWM
1366
Revisor Wealth Management
Ohio
$314K -$203K -461 -39%
FTIS
1367
First Trust Investment Solutions
Florida
$314K +$314K +713 New
NB
1368
Northwest Bancshares
Pennsylvania
$313K -$10.1K -23 -3%
SWM
1369
Sculati Wealth Management
Michigan
$312K +$22.5K +51 +8%
EA
1370
Eclectic Associates
California
$309K +$21.6K +49 +8%
NCFG
1371
New Century Financial Group
New Jersey
$309K +$309K +702 New
AP
1372
Appleton Partners
Massachusetts
$309K – – –
CFG
1373
Carr Financial Group
Massachusetts
$309K – – –
SCM
1374
Sandler Capital Management
New York
$308K -$4.21M -9,566 -93%
PPC
1375
Park Place Capital
Alabama
$308K -$28.2K -64 -8%
53 54
55
56 57