SPGI icon

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 %
DPI
1451
Diversified Portfolios Inc
Michigan
$249K -$441 -1 -0.2%
SRAM
1452
Spouting Rock Asset Management
Pennsylvania
$249K +$249K +565 New
AWM
1453
Aprio Wealth Management
Georgia
$249K +$249K +565 New
JDR
1454
Jay D. Rosenbaum
$248K -$31.7K -72 -11%
VVP
1455
Venture Visionary Partners
Ohio
$248K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1456
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$248K +$1.32K +3 +0.5%
AFG
1457
Atomi Financial Group
New York
$246K +$246K +559 New
SIC
1458
Salem Investment Counselors
North Carolina
$245K – – –
TW
1459
Traveka Wealth
California
$245K +$245K +557 New
SVWAG
1460
Sound View Wealth Advisors Group
Georgia
$245K +$245K +556 New
SRC
1461
Shufro Rose & Co
New York
$244K – – –
JSW
1462
Journey Strategic Wealth
New Jersey
$243K -$48.5K -110 -17%
BFG
1463
Bouchey Financial Group
New York
$241K -$1.32K -3 -0.5%
FA
1464
Financial Alternatives
California
$241K – – –
IWN
1465
Independent Wealth Network
Iowa
$241K +$241K +548 New
CAM
1466
Cidel Asset Management
Ontario, Canada
$240K +$240K +544 New
EFG
1467
Ethos Financial Group
Pennsylvania
$239K +$239K +543 New
CL
1468
Choreo LLC
Illinois
$239K +$239K +542 New
GC
1469
Grimes & Company
Massachusetts
$238K +$238K +541 New
SC
1470
Sapient Capital
Indiana
$235K +$235K +534 New
FBB
1471
Fulton Breakefield Broenniman
Maryland
$235K -$22K -50 -9%
RCG
1472
Ruane, Cunniff & Goldfarb
New York
$234K +$234K +531 New
VFA
1473
Values First Advisors
Tennessee
$233K +$233K +530 New
PSP
1474
Principal Street Partners
Tennessee
$233K +$233K +529 New
CAMV
1475
Concord Asset Management (Virginia)
Virginia
$230K -$428K -972 -65%
57 58
59
60 61