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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 %
AP
1451
Arlington Partners
Alabama
$98.6K +$17.2K +43 +21%
OA
1452
Operose Advisors
Wisconsin
$98.2K – – –
DCM
1453
Disciplina Capital Management
Tennessee
$91.5K +$58.6K +146 +178%
FMII
1454
Farmers & Merchants Investments Inc
Nebraska
$91.4K -$4.41K -11 -5%
BAAM
1455
Baker Avenue Asset Management
California
$91.4K -$1.2K -3 -1%
WPA
1456
West Paces Advisors
Georgia
$91K – – –
PIAS
1457
PCA Investment Advisory Services
Ohio
$86.4K +$86.4K +215 New
CPG
1458
Cornerstone Planning Group
New Jersey
$83.4K +$83.4K +208 New
FWM
1459
Focused Wealth Management
New York
$81.4K – – –
CCM
1460
Chilton Capital Management
Texas
$80.2K -$202K -503 -72%
PGAM
1461
Princeton Global Asset Management
New Jersey
$80.2K – – –
PP
1462
PFS Partners
New Jersey
$78.4K -$402 -1 -0.5%
BWA
1463
BDO Wealth Advisors
Florida
$76.6K +$22.9K +57 +43%
CCP
1464
Carmel Capital Partners
California
$72.2K – – –
GCGDR
1465
Geo Capital Gestora de Recursos
Brazil
$70K -$28.2K -70 -29%
HWA
1466
HHM Wealth Advisors
Tennessee
$67.8K -$2.81K -7 -4%
AA
1467
Ancora Advisors
Ohio
$67.5K +$2.01K +5 +3%
CHA
1468
Carmichael Hill & Associates
Maryland
$66.9K – – –
Jones Financial Companies
1469
Jones Financial Companies
Missouri
$64.5K +$2.81K +7 +5%
CYG
1470
Clean Yield Group
Vermont
$64.1K – – –
MCM
1471
MV Capital Management
Maryland
$62.5K +$11.6K +29 +23%
AWM
1472
Atticus Wealth Management
Florida
$61.7K – – –
EWM
1473
Evermay Wealth Management
Virginia
$60.1K – – –
LJHT
1474
Laurie J. Hall Trustee
$58K – – –
EARNEST Partners
1475
EARNEST Partners
Georgia
$56.5K – – –
57 58
59
60 61