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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 %
GAG
1401
Goodman Advisory Group
Massachusetts
$289K – – –
OAM
1402
Oxford Asset Management
United Kingdom
$289K +$289K +656 New
TIA
1403
Traphagen Investment Advisors
New Jersey
$288K -$55.1K -125 -16%
PPW
1404
Pasadena Private Wealth
California
$288K – – –
CWM
1405
Compass Wealth Management
Connecticut
$288K – – –
SP
1406
Stablepoint Partners
Massachusetts
$288K +$288K +653 New
Jennison Associates
1407
Jennison Associates
New York
$287K -$171M -387,238 -100%
RBC
1408
Romano Brothers & Co
Illinois
$287K -$43.6K -99 -13%
RPA
1409
Rock Point Advisors
Vermont
$286K -$44.1K -100 -13%
AIA
1410
Alera Investment Advisors
Illinois
$285K +$3.52K +8 +1%
CIA
1411
Compass Ion Advisors
Pennsylvania
$284K -$10.1K -23 -3%
SMG
1412
Smart Money Group
Texas
$282K +$282K +641 New
DWM
1413
Darwin Wealth Management
Florida
$281K -$25.1K -57 -8%
MM
1414
MQS Management
New York
$281K +$281K +638 New
JIP
1415
Jaffetilchin Investment Partners
Florida
$281K +$440 +1 +0.2%
ACM
1416
Avalon Capital Management
California
$279K – – –
NAMP
1417
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$279K – – –
CP
1418
Canopy Partners
Ohio
$278K +$278K +631 New
TFM
1419
TFC Financial Management
Massachusetts
$278K -$441 -1 -0.2%
FMWA
1420
Forvis Mazars Wealth Advisors
Missouri
$276K +$10.1K +23 +4%
V
1421
VeraBank
Texas
$276K – – –
AP
1422
Adero Partners
California
$273K +$273K +620 New
MCM
1423
Manchester Capital Management
Vermont
$272K +$21.6K +49 +9%
BCM
1424
BlueCrest Capital Management
Jersey
$271K -$563K -1,279 -68%
TCOT
1425
Trust Company of Toledo
Ohio
$269K – – –
55 56
57
58 59