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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 %
ME
1451
McIlrath & Eck
Washington
$50.7K +$12.1K +35 +31%
LJHT
1452
Laurie J. Hall Trustee
$50K – – –
EARNEST Partners
1453
EARNEST Partners
Georgia
$48.6K – – –
BWA
1454
BDO Wealth Advisors
Florida
$46.2K -$2.42K -7 -5%
GWM
1455
Geneos Wealth Management
Colorado
$46K +$30.7K +89 +202%
SFCL
1456
Strengthening Families & Communities LLC
Massachusetts
$45.9K +$4.42K +127 +11%
TWM
1457
Tradition Wealth Management
Minnesota
$45K +$2.41K +7 +6%
MCM
1458
MV Capital Management
Maryland
$43.8K +$13.1K +38 +43%
GEA
1459
Glen Eagle Advisors
New Jersey
$43.1K +$4.48K +13 +12%
IFAM
1460
Institutional & Family Asset Management
Colorado
$38.6K -$4.14K -12 -10%
AF
1461
Arrow Financial
New York
$37.9K – – –
EWP
1462
Elevation Wealth Partners
California
$37.2K +$37.2K +108 New
NMG
1463
New Millennium Group
Utah
$35.9K – – –
JWA
1464
JFS Wealth Advisors
Pennsylvania
$35.2K +$690 +2 +2%
CB
1465
Centennial Bank
Arkansas
$34.5K – – –
GWM
1466
Guardian Wealth Management
Illinois
$34.2K – – –
RCM
1467
Rain Capital Management
Oregon
$33.8K -$2.07K -6 -6%
HWA
1468
Heritage Wealth Advisors
Virginia
$33.8K -$95.5K -277 -74%
PP
1469
Pacifica Partners
Canada
$32.9K +$14.2K +42 +76%
GWSG
1470
GPS Wealth Strategies Group
Colorado
$32.8K +$32.8K +95 New
WBC
1471
West Branch Capital
Massachusetts
$32.4K – – –
GFPC
1472
Global Financial Private Client
Florida
$31.9K -$16K -46 -33%
SWA
1473
Sutton Wealth Advisors
Florida
$31.7K -$540K -1,565 -94%
BSB
1474
Bangor Savings Bank
Maine
$31.4K – – –
FFC
1475
First Financial Corp
Indiana
$31K – – –
57 58
59
60 61