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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 %
OA
1426
Operose Advisors
Wisconsin
$84.5K – – –
GCGDR
1427
Geo Capital Gestora de Recursos
Brazil
$84K -$7.57K -22 -8%
CAC
1428
Core Alternative Capital
Georgia
$82.4K +$40.3K +117 +96%
FMII
1429
Farmers & Merchants Investments Inc
Nebraska
$82.4K -$690 -2 -0.8%
BAAM
1430
Baker Avenue Asset Management
California
$79.6K +$345 +1 +0.4%
BIA
1431
Bell Investment Advisors
California
$79K -$1.38K -4 -2%
WPA
1432
West Paces Advisors
Georgia
$78.3K +$2.07K +6 +3%
ETH
1433
Exos TFP Holdings
New York
$74.1K +$46.9K +136 +172%
FWM
1434
Focused Wealth Management
New York
$70K – – –
AP
1435
Arlington Partners
Alabama
$70K +$24.8K +72 +55%
PGAM
1436
Princeton Global Asset Management
New Jersey
$69K – – –
PP
1437
PFS Partners
New Jersey
$67.6K – – –
CCP
1438
Carmel Capital Partners
California
$62.1K +$62.1K +180 New
HWA
1439
HHM Wealth Advisors
Tennessee
$60.7K – – –
HGERS
1440
Householder Group Estate & Retirement Specialist
Arizona
$60K -$18K -52 -23%
CHA
1441
Carmichael Hill & Associates
Maryland
$57.6K – – –
AA
1442
Ancora Advisors
Ohio
$56.2K -$22.1K -64 -28%
CYG
1443
Clean Yield Group
Vermont
$55.2K – – –
WTA
1444
Washington Trust Advisors
Massachusetts
$54.1K +$7.93K +23 +17%
MHR
1445
Matthew Hamilton Rosenberg
$53.1K – – –
AWM
1446
Atticus Wealth Management
Florida
$53.1K – – –
Jones Financial Companies
1447
Jones Financial Companies
Missouri
$53.1K +$27.9K +81 +111%
GIS
1448
Grayhawk Investment Strategies
Alberta, Canada
$53K – – –
HI
1449
Harbour Investments
Wisconsin
$52.8K – – –
EWM
1450
Evermay Wealth Management
Virginia
$51.7K – – –
56 57
58
59 60