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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 %
SWS
1401
SYSTM Wealth Solutions
Illinois
$205K +$205K +512 New
KFI
1402
Key Financial Inc
Pennsylvania
$203K +$9.62K +24 +5%
FCAG
1403
First Capital Advisors Group
New Jersey
$202K +$202K +504 New
PA
1404
Perennial Advisors
New York
$202K +$202K +504 New
IIM
1405
Ipswich Investment Management
Massachusetts
$201K +$201K +502 New
MIM
1406
Meridiem Investment Management
United Kingdom
$200K -$150K -375 -43%
MIM
1407
Marco Investment Management
Georgia
$200K +$200K +500 New
HI
1408
Hendershot Investments
Virginia
$200K – – –
MHS
1409
M Holdings Securities
Oregon
$200K +$200K +500 New
APW
1410
Aurora Private Wealth
New Jersey
$200K +$200K +500 New
UCB
1411
United Community Bank
South Carolina
$199K -$2K -5 -1%
GRP
1412
Global Retirement Partners
California
$192K -$25.6K -64 -12%
PB
1413
Pinnacle Bancorp
Nebraska
$191K -$3.21K -8 -2%
BONH
1414
Bank of New Hampshire
New Hampshire
$190K – – –
LTI
1415
Laffer Tengler Investments
Tennessee
$185K – – –
C
1416
Covestor
United Kingdom
$185K +$47.4K +118 +34%
LS
1417
Livforsakringsbolaget Skandia
Sweden
$183K – – –
GPI
1418
General Partner Inc
Pennsylvania
$177K – – –
SSG
1419
Summit Securities Group
New York
$172K -$87.8K -219 -34%
HB
1420
Horizon Bancorp
Indiana
$170K +$402 +1 +0.2%
AT
1421
Avalon Trust
New Mexico
$169K – – –
KFS
1422
Kelly Financial Services
Massachusetts
$165K +$10K +25 +6%
NSG
1423
Nalls Sherbakoff Group
Tennessee
$164K – – –
BCP
1424
Blue Chip Partners
Michigan
$163K +$25.7K +64 +19%
GWS
1425
Glassman Wealth Services
Virginia
$163K +$17.2K +43 +12%
55 56
57
58 59