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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
$1.48B
2
Wells Fargo
Wells Fargo
California
$857M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
Goldman Sachs
New York
$870M
4
Capital World Investors
Capital World Investors
California
$1.03B
5
BlackRock
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
1376
Lifeworks Advisors
Michigan
$218K +$218K +597 New
PI
1377
PineBridge Investments
New York
$218K -$194K -532 -47%
CMS
1378
Capital Market Strategies
Florida
$218K – – –
CMP
1379
Courage Miller Partners
Virginia
$217K – – –
MRWM
1380
ML&R Wealth Management
Texas
$217K +$365 +1 +0.2%
CAC
1381
Core Alternative Capital
Georgia
$216K +$27K +74 +14%
BSSFA
1382
Baron Silver Stevens Financial Advisors
Florida
$214K +$17.9K +49 +9%
FA
1383
Fermata Advisors
California
$213K +$213K +579 New
FBB
1384
Fulton Breakefield Broenniman
Maryland
$213K +$15.7K +43 +8%
CIP
1385
Convergence Investment Partners
Florida
$213K -$365 -1 -0.2%
RDWM
1386
Red Door Wealth Management
Tennessee
$210K -$402K -1,100 -66%
AFWM
1387
AMJ Financial Wealth Management
Virginia
$210K – – –
SWA
1388
SFMG Wealth Advisors
Texas
$210K -$38K -104 -15%
RA
1389
Ruggaard & Associates
Ohio
$210K -$12.8K -35 -6%
SW
1390
StrongBox Wealth
Missouri
$210K +$210K +575 New
ACA
1391
Affinity Capital Advisors
California
$209K -$1.46K -4 -0.7%
MCM
1392
Manchester Capital Management
Vermont
$208K +$3.65K +10 +2%
JMFC
1393
J.M. Forbes & Co
Massachusetts
$208K – – –
HCMG
1394
Howard Capital Management Group
California
$208K – – –
TIA
1395
Tandem Investment Advisors
South Carolina
$208K +$18.6K +51 +10%
DPI
1396
Diversified Portfolios Inc
Michigan
$207K +$365 +1 +0.2%
GVAG
1397
Great Valley Advisor Group
Delaware
$207K +$13.5K +37 +7%
DOA
1398
D'Orazio & Associates
Virginia
$207K +$207K +567 New
SIC
1399
Sigma Investment Counselors
Michigan
$207K +$19.4K +53 +10%
VVP
1400
Venture Visionary Partners
Ohio
$205K -$731 -2 -0.4%
54 55
56
57 58