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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 %
PVH
1426
Psagot Value Holdings
Israel
$158K – – –
HFM
1427
Harvest Fund Management
China
$153K – – –
BWM
1428
BerganKDV Wealth Management
Minnesota
$153K +$139K +346 +989%
HF
1429
Halpern Financial
Virginia
$149K +$8.42K +21 +6%
SIMG
1430
Stephens Investment Management Group
Texas
$147K +$35.7K +89 +32%
RFA
1431
Resurgent Financial Advisors
Georgia
$142K – – –
ANBT
1432
American National Bank & Trust
Texas
$141K – – –
BCM
1433
Barometer Capital Management
Ontario, Canada
$140K +$140K +350 New
OCM
1434
Osterweis Capital Management
California
$134K – – –
AWM
1435
Avior Wealth Management
Nebraska
$133K -$63.7K -159 -32%
EWA
1436
EverSource Wealth Advisors
Alabama
$130K -$29.3K -73 -18%
BWAM
1437
Boyd Watterson Asset Management
Ohio
$130K – – –
CTB
1438
Country Trust Bank
Illinois
$129K – – –
CP
1439
Castleview Partners
Texas
$127K -$1.2K -3 -0.9%
TIM
1440
Tortoise Investment Management
New York
$126K – – –
DJSG
1441
D.J. St. Germain
Massachusetts
$122K +$122K +305 New
HWM
1442
HighMark Wealth Management
Minnesota
$120K -$25.3K -63 -17%
FFA
1443
Fairfield Financial Advisors
Massachusetts
$118K – – –
TF
1444
Tompkins Financial
New York
$118K – – –
VCM
1445
Versant Capital Management
Arizona
$116K -$1.6K -4 -1%
GCM
1446
Goldstream Capital Management
Hong Kong
$113K -$54.1K -135 -32%
KLWA
1447
Kelly Lawrence W & Associates
California
$111K – – –
NIMI
1448
Natixis Investment Managers International
France
$111K -$6.41K -16 -5%
HIIFS
1449
Harel Insurance Investments & Financial Services
Israel
$105K – – –
WB
1450
Webster Bank
Connecticut
$100K – – –
56 57
58
59 60