SPGI icon

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 %
FMP
1501
Financial Management Professionals
Texas
$19K -$2.07K -6 -10%
WIM
1502
Westside Investment Management
California
$17.6K – – –
KTC
1503
Kistler-Tiffany Companies
Pennsylvania
$17.2K – – –
OLVIG
1504
Oliver Lagore Vanvalin Investment Group
Michigan
$16.9K +$2.07K +6 +14%
OC
1505
Oakworth Capital
Alabama
$16.9K – – –
Commonwealth Equity Services
1506
Commonwealth Equity Services
Massachusetts
$16.3K +$428 +1,240 +3%
SCA
1507
Stonebridge Capital Advisors
Minnesota
$16.2K +$5.86K +17 +57%
LFG
1508
Larson Financial Group
Missouri
$16K – – –
AWM
1509
Abound Wealth Management
Tennessee
$15.9K +$4.14K +12 +35%
HCP
1510
Hexagon Capital Partners
Arkansas
$15.5K -$690 -2 -4%
TFA
1511
Toth Financial Advisory
Virginia
$14.8K +$4.48K +13 +43%
CCMI
1512
Creative Capital Management Investments
California
$14.8K +$14.8K +43 New
TH
1513
TCTC Holdings
Texas
$14.1K – – –
BFPW
1514
BOK Financial Private Wealth
Colorado
$14.1K +$2.07K +6 +17%
PP
1515
PrairieView Partners
Minnesota
$14K – – –
RTC
1516
Riverview Trust Company
Washington
$13.8K +$690 +2 +5%
DIP
1517
DT Investment Partners
Pennsylvania
$13.1K – – –
RA
1518
Rise Advisors
New York
$13.1K – – –
SFG
1519
Steward Financial Group
Texas
$13K +$6.83K +21 +111%
BWM
1520
BerganKDV Wealth Management
Minnesota
$12.1K – – –
TF
1521
TimeScale Financial
Massachusetts
$11.8K – – –
RCM
1522
Raleigh Capital Management
North Carolina
$11.1K +$11.1K +32 New
AFS
1523
Annapolis Financial Services
Maryland
$10.7K – – –
OIA
1524
Optimum Investment Advisors
Illinois
$10.3K – – –
TCWA
1525
Ten Capital Wealth Advisors
Washington
$10.3K – – –
59 60
61
62 63