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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 %
FA
1501
Fermata Advisors
California
$217K -$37.9K -86 -15%
PCS
1502
Personal CFO Solutions
New Jersey
$217K +$217K +492 New
NRC
1503
New Republic Capital
North Carolina
$217K +$217K +492 New
AWM
1504
Aviso Wealth Management
Washington
$217K +$217K +492 New
SWM
1505
Scissortail Wealth Management
Oklahoma
$217K +$217K +482 New
LTI
1506
Laffer Tengler Investments
Tennessee
$215K +$11.9K +27 +6%
ACP
1507
Aveo Capital Partners
Colorado
$215K +$215K +489 New
CCA
1508
Cottonwood Capital Advisors
Utah
$215K +$215K +488 New
AWA
1509
Arete Wealth Advisors
Illinois
$214K +$214K +485 New
HCM
1510
Hengehold Capital Management
Ohio
$214K +$214K +485 New
RDWM
1511
Red Door Wealth Management
Tennessee
$214K -$40.1K -91 -16%
SAF
1512
Smith Anglin Financial
Texas
$213K +$213K +483 New
DOA
1513
D'Orazio & Associates
Virginia
$213K -$37K -84 -15%
S
1514
Sunpointe
Missouri
$212K +$212K +482 New
IAIM
1515
International Assets Investment Management
Florida
$211K -$33.9K -77 -14%
CFO
1516
Callan Family Office
Pennsylvania
$210K +$210K +477 New
RIA
1517
Realta Investment Advisors
Delaware
$210K +$210K +476 New
TSS
1518
Two Sigma Securities
New York
$210K -$1.35M -3,060 -87%
SPP
1519
Single Point Partners
Massachusetts
$209K +$209K +475 New
BONH
1520
Bank of New Hampshire
New Hampshire
$208K – – –
WC
1521
Wynn Capital
Georgia
$208K +$208K +473 New
HI
1522
Hendershot Investments
Virginia
$207K -$12.8K -29 -6%
HP
1523
Hyperion Partners
Pennsylvania
$207K +$207K +469 New
EL
1524
EWA LLC
Pennsylvania
$206K +$206K +454 New
KOC
1525
Koss-Olinger Consulting
Florida
$206K +$206K +467 New
59 60
61
62 63