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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 %
KFS
1426
Kelly Financial Services
Massachusetts
$140K -$11K -30 -7%
ANBT
1427
American National Bank & Trust
Texas
$134K +$6.21K +17 +5%
SIMG
1428
Stephens Investment Management Group
Texas
$134K – – –
BCP
1429
Blue Chip Partners
Michigan
$134K -$15K -41 -10%
HF
1430
Halpern Financial
Virginia
$128K -$7.67K -21 -6%
C
1431
Covestor
United Kingdom
$126K -$43.3K -118 -26%
AWM
1432
Avior Wealth Management
Nebraska
$126K +$4.02K +11 +3%
NIMI
1433
Natixis Investment Managers International
France
$125K +$24.5K +67 +24%
EWA
1434
EverSource Wealth Advisors
Alabama
$124K +$5.49K +15 +5%
OCM
1435
Osterweis Capital Management
California
$122K – – –
IWP
1436
Icon Wealth Partners
Texas
$119K -$441K -1,208 -79%
BWAM
1437
Boyd Watterson Asset Management
Ohio
$118K – – –
CP
1438
Castleview Partners
Texas
$118K +$1.83K +5 +2%
CTB
1439
Country Trust Bank
Illinois
$118K – – –
TIM
1440
Tortoise Investment Management
New York
$115K – – –
WTG
1441
West Tower Group
Virginia
$113K +$113K +309 New
DJSG
1442
D.J. St. Germain
Massachusetts
$111K – – –
HFM
1443
Harvest Fund Management
China
$111K -$28K -77 -20%
HWM
1444
HighMark Wealth Management
Minnesota
$110K – – –
FFA
1445
Fairfield Financial Advisors
Massachusetts
$108K – – –
VCM
1446
Versant Capital Management
Arizona
$106K – – –
KLWA
1447
Kelly Lawrence W & Associates
California
$103K – – –
GCM
1448
Goldstream Capital Management
Hong Kong
$103K – – –
DFA
1449
DHJJ Financial Advisors
Illinois
$103K +$103K +281 New
TF
1450
Tompkins Financial
New York
$102K -$5.48K -15 -5%
56 57
58
59 60