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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 %
SIC
1376
Samalin Investment Counsel
New York
$308K +$7.06K +16 +2%
BPFA
1377
Barnes Pettey Financial Advisors
Mississippi
$307K – – –
CFO
1378
CVA Family Office
Colorado
$306K +$26.4K +60 +9%
BFO
1379
Biltmore Family Office
North Carolina
$305K – – –
WWS
1380
Wellington Wealth Strategies
Indiana
$304K +$304K +691 New
SFSG
1381
Sound Financial Strategies Group
Mississippi
$304K -$300K -680 -50%
MAG
1382
MRA Advisory Group
New Jersey
$302K +$302K +686 New
VC
1383
Veracity Capital
Georgia
$301K +$18.1K +41 +6%
BCFD
1384
Boit C.F. David
$301K +$301K +700 New
IFS
1385
Ifrah Financial Services
Arkansas
$300K -$9.26K -21 -3%
ALAM
1386
Asahi Life Asset Management
Japan
$300K +$300K +680 New
CG
1387
Corundum Group
Colorado
$299K +$14.5K +33 +5%
BIA
1388
Bell Investment Advisors
California
$299K -$54.2K -123 -15%
WA
1389
Wealth Architects
California
$299K +$4.41K +10 +1%
BIA
1390
Benchmark Investment Advisors
Illinois
$298K +$298K +678 New
WAP
1391
Wealthcare Advisory Partners
Pennsylvania
$298K -$46.7K -106 -14%
ANTB
1392
AMG National Trust Bank
Colorado
$297K -$66.1K -150 -18%
GBT
1393
Grove Bank & Trust
Florida
$297K -$35.7K -81 -11%
CSB
1394
City State Bank
Iowa
$296K -$6.61K -15 -2%
SWA
1395
Stratos Wealth Advisors
Ohio
$295K +$295K +669 New
SHGA
1396
Sand Hill Global Advisors
California
$293K +$293K +666 New
DBRC
1397
D.B. Root & Company
Pennsylvania
$292K +$10.1K +23 +4%
EBA
1398
Eagle Bay Advisors
New York
$291K -$67.4K -153 -19%
ACM
1399
Allred Capital Management
Texas
$290K -$441 -1 -0.2%
GRP
1400
Global Retirement Partners
California
$290K +$86.5K +198 +42%
54 55
56
57 58