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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 %
TWM
1476
Tradition Wealth Management
Minnesota
$54K +$1.21K +3 +2%
SWM
1477
Sugarloaf Wealth Management
Georgia
$53.7K +$53.7K +134 New
CAS
1478
Coppell Advisory Solutions
Texas
$53.4K +$53.4K +135 New
PP
1479
Pacifica Partners
Canada
$52.4K +$13.6K +34 +35%
SFG
1480
Steward Financial Group
Texas
$51K +$35.2K +89 +223%
GEA
1481
Glen Eagle Advisors
New Jersey
$50.1K – – –
ME
1482
McIlrath & Eck
Washington
$49.3K -$9.62K -24 -16%
MHR
1483
Matthew Hamilton Rosenberg
$48.1K -$13.6K -34 -22%
POIA
1484
Pin Oak Investment Advisors
Texas
$48K +$25.2K +63 +111%
GWM
1485
Geneos Wealth Management
Colorado
$47.4K -$6.03K -15 -11%
ETC
1486
Exchange Traded Concepts
Oklahoma
$47.3K -$84.6K -211 -64%
CT
1487
Cambridge Trust
Massachusetts
$46.5K +$22K +55 +90%
BSB
1488
Bangor Savings Bank
Maine
$46.5K +$10K +25 +27%
GIS
1489
Grayhawk Investment Strategies
Alberta, Canada
$45.7K – – –
GA
1490
GoalVest Advisory
New York
$44.9K +$21.7K +54 +93%
AF
1491
Arrow Financial
New York
$44.1K – – –
IFAM
1492
Institutional & Family Asset Management
Colorado
$43.7K -$1.2K -3 -3%
RTC
1493
Riverview Trust Company
Washington
$42.1K +$26.1K +65 +163%
NMG
1494
New Millennium Group
Utah
$41.7K – – –
RCG
1495
Rock Creek Group
District of Columbia
$41.3K +$41.3K +103 New
JWA
1496
JFS Wealth Advisors
Pennsylvania
$40.9K – – –
AA
1497
Addison Advisors
Vermont
$40.9K +$5.21K +13 +15%
CB
1498
Centennial Bank
Arkansas
$40.1K – – –
GWM
1499
Guardian Wealth Management
Illinois
$39.8K – – –
Credit Agricole
1500
Credit Agricole
France
$39.3K -$102K -254 -72%
58 59
60
61 62