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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 %
VAG
1426
VisionPoint Advisory Group
Texas
$269K +$5.73K +13 +2%
BB
1427
Busey Bank
Illinois
$269K +$269K +611 New
GAM
1428
Gould Asset Management
California
$268K +$268K +608 New
LWMM
1429
Legacy Wealth Management (Mississippi)
Mississippi
$267K – – –
TBC
1430
Ted Buchan & Co
California
$266K – – –
TWP
1431
Tyche Wealth Partners
Texas
$265K +$265K +602 New
PWMG
1432
Provence Wealth Management Group
California
$265K +$265K +601 New
GA
1433
Goldstein Advisors
Wisconsin
$264K -$14.5K -33 -5%
CMP
1434
Courage Miller Partners
Virginia
$262K – – –
NW
1435
Naviter Wealth
Arkansas
$262K +$262K +595 New
MRWM
1436
ML&R Wealth Management
Texas
$262K – – –
WFA
1437
Wellspring Financial Advisors
Ohio
$262K -$31.7K -72 -11%
SW
1438
StrongBox Wealth
Missouri
$258K +$4.41K +10 +2%
BWP
1439
BSW Wealth Partners
Colorado
$256K +$256K +582 New
FFN
1440
Focus Financial Network
Minnesota
$256K +$256K +582 New
GVAG
1441
Great Valley Advisor Group
Delaware
$256K +$5.72K +13 +2%
RA
1442
Ruggaard & Associates
Ohio
$256K +$2.2K +5 +0.9%
PWS
1443
Peterson Wealth Services
Utah
$254K +$254K +577 New
Kovitz Investment Group Partners
1444
Kovitz Investment Group Partners
Illinois
$254K +$254K +577 New
CMS
1445
Capital Market Strategies
Florida
$253K -$16.3K -37 -6%
CIP
1446
Convergence Investment Partners
Florida
$253K -$4.41K -10 -2%
ACA
1447
Affinity Capital Advisors
California
$252K – – –
JMFC
1448
J.M. Forbes & Co
Massachusetts
$251K – – –
HCMG
1449
Howard Capital Management Group
California
$251K – – –
IWA
1450
IVC Wealth Advisors
Pennsylvania
$250K +$7.93K +18 +3%
56 57
58
59 60