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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.48B
2
Wells Fargo
Wells Fargo
California
$857M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
Goldman Sachs
New York
$870M
4
Capital World Investors
Capital World Investors
California
$1.03B
5
BlackRock
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
GCGDR
1476
Geo Capital Gestora de Recursos
Brazil
$55K -$8.8K -24 -14%
GA
1477
GoalVest Advisory
New York
$54.8K +$13.9K +38 +34%
EWM
1478
Evermay Wealth Management
Virginia
$54.8K – – –
LJHT
1479
Laurie J. Hall Trustee
$53K – – –
EARNEST Partners
1480
EARNEST Partners
Georgia
$51.5K – – –
CYG
1481
Clean Yield Group
Vermont
$49.5K -$10K -27 -17%
TWM
1482
Tradition Wealth Management
Minnesota
$49K – – –
CB
1483
Centennial Bank
Arkansas
$48.6K +$12.1K +33 +33%
AA
1484
Addison Advisors
Vermont
$48.2K +$11K +30 +29%
GI
1485
Gradient Investments
Minnesota
$46.8K +$35.1K +96 +300%
GEA
1486
Glen Eagle Advisors
New Jersey
$45.7K – – –
SWA
1487
Sutton Wealth Advisors
Florida
$45.7K +$12.8K +35 +39%
HB
1488
Horizon Bancorp
Indiana
$45K -$111K -301 -71%
ME
1489
McIlrath & Eck
Washington
$44.9K – – –
MHR
1490
Matthew Hamilton Rosenberg
$43.8K – – –
GIS
1491
Grayhawk Investment Strategies
Alberta, Canada
$41.7K – – –
BSB
1492
Bangor Savings Bank
Maine
$41.3K -$1.1K -3 -3%
AAG
1493
Armstrong Advisory Group
Massachusetts
$40.9K +$17.2K +47 +72%
AF
1494
Arrow Financial
New York
$40.2K – – –
RTC
1495
Riverview Trust Company
Washington
$38.4K – – –
AIC
1496
Archer Investment Corporation
Indiana
$38.4K +$4.39K +12 +13%
NMG
1497
New Millennium Group
Utah
$38K – – –
IFAM
1498
Institutional & Family Asset Management
Colorado
$37.6K -$2.19K -6 -6%
GWM
1499
Guardian Wealth Management
Illinois
$36.4K +$364 +1 +1%
RCM
1500
Rain Capital Management
Oregon
$35.1K -$365 -1 -1%
58 59
60
61 62