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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 %
AWM
1526
Abound Wealth Management
Tennessee
$24.1K +$5.62K +14 +30%
FMP
1527
Financial Management Professionals
Texas
$24K +$2.36K +6 +11%
HI
1528
Harbour Investments
Wisconsin
$23.7K -$37.7K -94 -61%
FCA
1529
FinTrust Capital Advisors
South Carolina
$21.8K – – –
WIM
1530
Westside Investment Management
California
$20.4K – – –
KTC
1531
Kistler-Tiffany Companies
Pennsylvania
$20K – – –
OC
1532
Oakworth Capital
Alabama
$19.6K – – –
OLVIG
1533
Oliver Lagore Vanvalin Investment Group
Michigan
$19.3K -$401 -1 -2%
LFG
1534
Larson Financial Group
Missouri
$18.6K – – –
HCP
1535
Hexagon Capital Partners
Arkansas
$18K – – –
CCMI
1536
Creative Capital Management Investments
California
$17.2K – – –
TH
1537
TCTC Holdings
Texas
$16.4K – – –
SVCP
1538
Silicon Valley Capital Partners
California
$16K +$16K +40 New
PP
1539
PrairieView Partners
Minnesota
$16K – – –
RA
1540
Rise Advisors
New York
$15.2K – – –
SC
1541
Steph & Co
Wisconsin
$14.4K +$4.01K +10 +38%
DIP
1542
DT Investment Partners
Pennsylvania
$14.3K – – –
BFPW
1543
BOK Financial Private Wealth
Colorado
$14K -$2.41K -6 -15%
AFS
1544
Annapolis Financial Services
Maryland
$14K +$1.6K +4 +13%
TF
1545
TimeScale Financial
Massachusetts
$13.8K – – –
GI
1546
Gradient Investments
Minnesota
$12.8K +$11.2K +28 +700%
SCA
1547
Stonebridge Capital Advisors
Minnesota
$12.4K -$6.41K -16 -34%
BG
1548
Bollard Group
Massachusetts
$12K +$12K +30 New
TSWM
1549
Tyler-Stone Wealth Management
Ohio
$12K +$12K +30 New
MA
1550
MCF Advisors
Kentucky
$11.6K – – –
60 61
62
63 64