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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
$1.75B
2
BlackRock
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
4
SGA
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
$1.89M
2
State Street
State Street
Massachusetts
$4.88B
3
N
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
Capital World Investors
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1476
Addison Advisors
Vermont
$30.7K +$13.1K +38 +75%
MWM
1477
Mascoma Wealth Management
New Hampshire
$30.5K – – –
BWM
1478
Baystate Wealth Management
Massachusetts
$28.6K +$8.01K +23 +39%
DCM
1479
Disciplina Capital Management
Tennessee
$28.3K -$3.1K -9 -10%
RMC
1480
Resources Management Corp
Connecticut
$28K +$28K +400 New
RI
1481
Ridgewood Investments
New Jersey
$27.9K +$27.9K +81 New
CCA
1482
Column Capital Advisors
Indiana
$26.9K – – –
TAIM
1483
TD Ameritrade Investment Management
Nebraska
$26K -$1.37K -4 -5%
CWC
1484
Carolinas Wealth Consulting
North Carolina
$25.2K +$3.45K +10 +16%
FCA
1485
Fortis Capital Advisors
Kansas
$24.1K – – –
VCM
1486
Vigilant Capital Management
Maine
$24K – – –
FMTCOCP
1487
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K – – –
NFSG
1488
Newbridge Financial Services Group
Florida
$22.8K – – –
AAG
1489
Armstrong Advisory Group
Massachusetts
$22.4K – – –
N
1490
Natixis
France
$22.4K -$212M -614,400 -100%
TC
1491
Tacita Capital
Ontario, Canada
$22K – – –
HDIM
1492
Hanson & Doremus Investment Management
Vermont
$22K +$16.4K +47 +294%
FCA
1493
FinTrust Capital Advisors
South Carolina
$21.8K – – –
ST
1494
Sageworth Trust
Pennsylvania
$21.4K +$21.4K +62 New
QL
1495
Quarry LP
New York
$21.4K +$21.4K +62 New
CT
1496
Cambridge Trust
Massachusetts
$21K -$3.79K -11 -15%
HH
1497
HWG Holdings
Texas
$21K – – –
AIC
1498
Ayalon Insurance Company
Israel
$21K – – –
GA
1499
GoalVest Advisory
New York
$20K -$3.1K -9 -13%
POIA
1500
Pin Oak Investment Advisors
Texas
$20K +$20K +57 New
58 59
60
61 62