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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1401
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$204K +$1.83K +5 +0.9%
SIC
1402
Salem Investment Counselors
North Carolina
$204K – – –
IAIM
1403
International Assets Investment Management
Florida
$202K +$12.7K +35 +7%
BFG
1404
Bouchey Financial Group
New York
$201K – – –
IWA
1405
IVC Wealth Advisors
Pennsylvania
$201K – – –
ICP
1406
Interchange Capital Partners
Pennsylvania
$201K +$201K +549 New
FA
1407
Financial Alternatives
California
$200K – – –
FP
1408
Financial Perspectives
Minnesota
$190K – – –
KFI
1409
Key Financial Inc
Pennsylvania
$185K – – –
FCAS
1410
First Command Advisory Services
Texas
$183K +$183K +501 New
MIM
1411
Meridiem Investment Management
United Kingdom
$183K – – –
HI
1412
Hendershot Investments
Virginia
$182K – – –
PB
1413
Pinnacle Bancorp
Nebraska
$174K – – –
BONH
1414
Bank of New Hampshire
New Hampshire
$173K – – –
GRP
1415
Global Retirement Partners
California
$169K -$4.72K -13 -3%
LTI
1416
Laffer Tengler Investments
Tennessee
$169K – – –
LS
1417
Livforsakringsbolaget Skandia
Sweden
$167K – – –
SAI
1418
Systematic Alpha Investments
New Jersey
$165K +$165K +452 New
NSG
1419
Nalls Sherbakoff Group
Tennessee
$163K – – –
GPI
1420
General Partner Inc
Pennsylvania
$160K – – –
AT
1421
Avalon Trust
New Mexico
$154K – – –
GWS
1422
Glassman Wealth Services
Virginia
$148K -$731 -2 -0.5%
PVH
1423
Psagot Value Holdings
Israel
$147K – – –
PGAM
1424
Princeton Global Asset Management
New Jersey
$146K +$73.1K +200 +100%
OA
1425
Operose Advisors
Wisconsin
$141K +$51.5K +141 +58%
55 56
57
58 59