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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 %
GRP
1376
Global Retirement Partners
California
$190K +$63.3K +181 +50%
ECG
1377
Edge Capital Group
Georgia
$181K -$33.4K -97 -16%
FP
1378
Financial Perspectives
Minnesota
$179K – – –
WWP
1379
WR Wealth Planners
Missouri
$175K +$175K +509 New
UCB
1380
United Community Bank
South Carolina
$173K – – –
HI
1381
Hendershot Investments
Virginia
$172K -$3.45K -10 -2%
AWM
1382
Avior Wealth Management
Nebraska
$170K +$60.3K +175 +55%
PB
1383
Pinnacle Bancorp
Nebraska
$167K +$17.6K +51 +12%
KFI
1384
Key Financial Inc
Pennsylvania
$166K +$9.65K +28 +6%
JWM
1385
Janiczek Wealth Management
Colorado
$166K +$165K +474 +23,700%
BONH
1386
Bank of New Hampshire
New Hampshire
$163K -$122K -355 -43%
LTI
1387
Laffer Tengler Investments
Tennessee
$159K – – –
IAIM
1388
International Assets Investment Management
Florida
$159K +$159K +461 New
LS
1389
Livforsakringsbolaget Skandia
Sweden
$157K – – –
NSG
1390
Nalls Sherbakoff Group
Tennessee
$153K +$153K +447 New
GPI
1391
General Partner Inc
Pennsylvania
$151K – – –
CA
1392
Crewe Advisors
Utah
$146K -$345 -1 -0.2%
AT
1393
Avalon Trust
New Mexico
$145K +$145K +422 New
HB
1394
Horizon Bancorp
Indiana
$145K -$4.47K -13 -3%
GCM
1395
Goldstream Capital Management
Hong Kong
$144K +$144K +417 New
EWA
1396
EverSource Wealth Advisors
Alabama
$137K +$1.73K +5 +1%
PVH
1397
Psagot Value Holdings
Israel
$135K -$608K -1,800 -82%
KFS
1398
Kelly Financial Services
Massachusetts
$133K -$10K -29 -7%
HFM
1399
Harvest Fund Management
China
$132K -$203K -588 -61%
AIM
1400
Achmea Investment Management
Netherlands
$130K – – –
54 55
56
57 58