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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 %
FP
1476
Financial Perspectives
Minnesota
$229K +$441 +1 +0.2%
DMBA
1477
Deseret Mutual Benefit Administrators
Utah
$229K -$94.3K -214 -29%
EAM
1478
Eagle Asset Management
Florida
$228K +$228K +518 New
XF
1479
XML Financial
Maryland
$228K +$228K +518 New
SG
1480
StoneX Group
New York
$228K -$132K -300 -37%
FOA
1481
Five Oceans Advisors
California
$228K +$228K +517 New
TCMP
1482
Thrive Capital Management (Pennsylvania)
Pennsylvania
$228K +$228K +517 New
MTC
1483
McDaniel Terry & Co
Texas
$227K +$227K +515 New
PB
1484
Pinnacle Bancorp
Nebraska
$226K +$16.3K +37 +8%
SWA
1485
SFMG Wealth Advisors
Texas
$226K -$26.8K -61 -11%
WFAG
1486
Worth Financial Advisory Group
North Carolina
$225K +$225K +511 New
WIA
1487
Wetzel Investment Advisors
Indiana
$225K +$225K +510 New
LI
1488
Lafayette Investments
Maryland
$223K +$223K +506 New
KFI
1489
Key Financial Inc
Pennsylvania
$223K – – –
MAM
1490
Meeder Asset Management
Ohio
$222K +$222K +503 New
CD
1491
Chapin Davis
Maryland
$222K +$222K +503 New
FCAS
1492
First Command Advisory Services
Texas
$221K – – –
IIM
1493
Ipswich Investment Management
Massachusetts
$221K +$221K +501 New
MIM
1494
Meridiem Investment Management
United Kingdom
$220K – – –
HIGP
1495
Hill Investment Group Partners
Missouri
$220K +$220K +500 New
WHC
1496
Wulff, Hansen & Co
California
$220K +$220K +500 New
MIM
1497
Marco Investment Management
Georgia
$220K +$220K +500 New
APW
1498
Aurora Private Wealth
New Jersey
$220K +$220K +500 New
1WA
1499
180 Wealth Advisors
Washington
$220K +$220K +504 New
MBT
1500
Montecito Bank & Trust
California
$219K +$219K +498 New
58 59
60
61 62