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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 %
MA
1526
MCF Advisors
Kentucky
$10K – – –
MFT
1527
Moisand Fitzgerald Tamayo
Florida
$10K – – –
PCM
1528
Pointe Capital Management
Michigan
$9.31K +$9.31K +27 New
TSW
1529
Thompson Siegel & Walmsley
Virginia
$9K -$2.16K -6 -19%
IAS
1530
IMA Advisory Services
Colorado
$8.97K – – –
SC
1531
Steph & Co
Wisconsin
$8.96K – – –
PFG
1532
Piershale Financial Group
Illinois
$8.62K – – –
FA
1533
Fortis Advisors
Pennsylvania
$8.62K – – –
JMF
1534
Johnson Midwest Financial
Iowa
$8.62K – – –
NIC
1535
Northwest Investment Counselors
Oregon
$8.27K – – –
ONST
1536
Old North State Trust
North Carolina
$8K – – –
HS
1537
Horan Securities
United States
$7.93K – – –
RTL
1538
Red Tortoise LLC
Georgia
$7.93K – – –
SWA
1539
SOA Wealth Advisors
New York
$7.6K – – –
MIA
1540
Milestone Investment Advisors
Wisconsin
$7.59K +$7.59K +22 New
SC
1541
Schubert & Co
Texas
$7.24K +$1.03K +3 +17%
SC
1542
SouthState Corp
Florida
$7.24K – – –
SIS
1543
Sound Income Strategies
Florida
$6.9K -$690 -2 -9%
ACA
1544
Atlas Capital Advisors
Wyoming
$6.9K – – –
GFWA
1545
Grey Fox Wealth Advisors
Delaware
$6.9K +$6.9K +20 New
RFG
1546
RFP Financial Group
Georgia
$6.55K – – –
UFF
1547
USA Financial Formulas
Michigan
$6.21K +$6.21K +18 New
DI
1548
Disciplined Investments
Oklahoma
$5.17K +$345 +1 +7%
JGIA
1549
Jackson Grant Investment Advisers
Connecticut
$5.17K +$5.17K +15 New
YAL
1550
Your Advocates Ltd
Texas
$4.83K +$4.83K +14 New
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