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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 %
IWA
1376
IVC Wealth Advisors
Pennsylvania
$220K +$220K +549 New
EFM
1377
E Fund Management
China
$220K -$26.5K -66 -11%
SLA
1378
Silver Lake Advisory
Utah
$220K +$220K +549 New
FA
1379
Financial Alternatives
California
$220K +$220K +548 New
BFA
1380
Bragg Financial Advisors
North Carolina
$218K +$218K +545 New
FBB
1381
Fulton Breakefield Broenniman
Maryland
$216K +$216K +540 New
BFO
1382
Biltmore Family Office
North Carolina
$216K -$55.7K -139 -21%
BSSFA
1383
Baron Silver Stevens Financial Advisors
Florida
$215K +$215K +537 New
GVAG
1384
Great Valley Advisor Group
Delaware
$213K +$213K +531 New
RCG
1385
Ruane, Cunniff & Goldfarb
New York
$213K +$213K +531 New
TFA
1386
Toth Financial Advisory
Virginia
$212K +$195K +487 +1,133%
PSP
1387
Principal Street Partners
Tennessee
$212K +$212K +529 New
SRAM
1388
Spouting Rock Asset Management
Pennsylvania
$212K +$212K +528 New
BWP
1389
BSW Wealth Partners
Colorado
$211K +$211K +527 New
IWN
1390
Independent Wealth Network
Iowa
$210K +$210K +525 New
IAIM
1391
International Assets Investment Management
Florida
$209K +$24.5K +61 +13%
FP
1392
Financial Perspectives
Minnesota
$208K – – –
CAC
1393
Core Alternative Capital
Georgia
$208K +$112K +279 +117%
FOA
1394
Five Oceans Advisors
California
$208K +$208K +518 New
TIA
1395
Tandem Investment Advisors
South Carolina
$207K +$207K +517 New
IGGA
1396
Iron Gate Global Advisors
Utah
$207K +$207K +516 New
SVWAG
1397
Sound View Wealth Advisors Group
Georgia
$206K -$64.5K -161 -24%
MTC
1398
McDaniel Terry & Co
Texas
$206K +$206K +515 New
SIC
1399
Sigma Investment Counselors
Michigan
$206K +$206K +513 New
NW
1400
Naviter Wealth
Arkansas
$206K +$206K +513 New
54 55
56
57 58