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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 %
TWA
1401
TCI Wealth Advisors
Arizona
$129K +$37.6K +109 +41%
GWS
1402
Glassman Wealth Services
Virginia
$125K +$22.4K +65 +22%
HWM
1403
HighMark Wealth Management
Minnesota
$125K +$125K +363 New
RFA
1404
Resurgent Financial Advisors
Georgia
$122K -$94.8K -275 -44%
Credit Agricole
1405
Credit Agricole
France
$121K -$8.27K -24 -6%
ANBT
1406
American National Bank & Trust
Texas
$121K -$50K -145 -29%
HF
1407
Halpern Financial
Virginia
$121K – – –
BCP
1408
Blue Chip Partners
Michigan
$118K -$17.3K -50 -13%
C
1409
Covestor
United Kingdom
$118K -$21K -61 -15%
OCM
1410
Osterweis Capital Management
California
$115K +$89K +258 +335%
ETC
1411
Exchange Traded Concepts
Oklahoma
$113K +$11.4K +33 +11%
BWAM
1412
Boyd Watterson Asset Management
Ohio
$112K – – –
CTB
1413
Country Trust Bank
Illinois
$111K – – –
CM
1414
Capula Management
Cayman Islands
$111K +$111K +323 New
CP
1415
Castleview Partners
Texas
$111K +$345 +1 +0.3%
TIM
1416
Tortoise Investment Management
New York
$108K – – –
CG
1417
Cutler Group
California
$103K +$103K +300 New
TF
1418
Tompkins Financial
New York
$102K – – –
VCM
1419
Versant Capital Management
Arizona
$101K +$1.03K +3 +1%
FFA
1420
Fairfield Financial Advisors
Massachusetts
$101K – – –
NIMI
1421
Natixis Investment Managers International
France
$101K +$101K +292 New
KLWA
1422
Kelly Lawrence W & Associates
California
$97.6K – – –
SIMG
1423
Stephens Investment Management Group
Texas
$95.8K +$95.8K +278 New
HIIFS
1424
Harel Insurance Investments & Financial Services
Israel
$91K – – –
WB
1425
Webster Bank
Connecticut
$86.2K – – –
55 56
57
58 59