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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 %
HWA
1501
Heritage Wealth Advisors
Virginia
$39.3K – – –
RCM
1502
Rain Capital Management
Oregon
$38.9K -$401 -1 -1%
GWSG
1503
GPS Wealth Strategies Group
Colorado
$38.1K – – –
WBC
1504
West Branch Capital
Massachusetts
$37.7K – – –
AIC
1505
Archer Investment Corporation
Indiana
$37.3K +$37.3K +93 New
SWA
1506
Sutton Wealth Advisors
Florida
$36.1K -$802 -2 -2%
Group One Trading
1507
Group One Trading
Illinois
$35.7K +$35.7K +89 New
FFC
1508
First Financial Corp
Indiana
$34.5K -$1.6K -4 -4%
HH
1509
HWG Holdings
Texas
$34.1K +$9.62K +24 +39%
BWM
1510
Baystate Wealth Management
Massachusetts
$33.3K +$401 +1 +1%
MWM
1511
Mascoma Wealth Management
New Hampshire
$32.5K – – –
RI
1512
Ridgewood Investments
New Jersey
$32.5K – – –
KI
1513
Kapitalo Investimentos
Brazil
$32.1K +$32.1K +80 New
CCA
1514
Column Capital Advisors
Indiana
$31.3K – – –
CWC
1515
Carolinas Wealth Consulting
North Carolina
$29K -$403 -1 -1%
PI
1516
PEAK6 Investments
Illinois
$29K -$2.83M -7,027 -99%
VCM
1517
Vigilant Capital Management
Maine
$28K – – –
FA
1518
Fiduciary Alliance
South Carolina
$27.3K +$27.3K +68 New
TWP
1519
TFO Wealth Partners
Ohio
$27.3K +$27.3K +68 New
NFSG
1520
Newbridge Financial Services Group
Florida
$26.6K – – –
AAG
1521
Armstrong Advisory Group
Massachusetts
$26.1K – – –
TAIM
1522
TD Ameritrade Investment Management
Nebraska
$26K -$4.88K -12 -16%
FMTCOCP
1523
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
WTA
1524
Washington Trust Advisors
Massachusetts
$25.7K -$37.3K -93 -59%
TC
1525
Tacita Capital
Ontario, Canada
$25K – – –
59 60
61
62 63