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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 %
NPFS
1526
Novak & Powell Financial Services
Florida
$205K +$205K +466 New
ICP
1527
Interchange Capital Partners
Pennsylvania
$205K -$36K -82 -15%
MSAM
1528
Moloney Securities Asset Management
Missouri
$203K +$203K +460 New
SIC
1529
Sigma Investment Counselors
Michigan
$202K -$47.6K -108 -19%
GKWIM
1530
Gerber Kawasaki Wealth & Investment Management
California
$202K +$202K +458 New
JWCA
1531
J.W. Cole Advisors
Florida
$201K +$201K +457 New
BFA
1532
Bragg Financial Advisors
North Carolina
$201K +$201K +457 New
LI
1533
LVZ Inc
Michigan
$201K +$201K +456 New
LSPW
1534
Lake Street Private Wealth
Illinois
$200K +$200K +455 New
SAI
1535
Systematic Alpha Investments
New Jersey
$199K – – –
NSG
1536
Nalls Sherbakoff Group
Tennessee
$197K – – –
GPI
1537
General Partner Inc
Pennsylvania
$193K – – –
SWS
1538
SYSTM Wealth Solutions
Illinois
$193K +$193K +437 New
RIL
1539
Rothschild Investment LLC
Illinois
$191K +$191K +434 New
GWS
1540
Glassman Wealth Services
Virginia
$191K +$12.8K +29 +7%
OA
1541
Operose Advisors
Wisconsin
$190K +$20.3K +46 +12%
AT
1542
Avalon Trust
New Mexico
$186K – – –
KFS
1543
Kelly Financial Services
Massachusetts
$180K +$11.5K +26 +7%
PGAM
1544
Princeton Global Asset Management
New Jersey
$180K +$3.52K +8 +2%
C
1545
Covestor
United Kingdom
$177K +$25.6K +58 +17%
PCMC
1546
Planning Capital Management Corporation
Pennsylvania
$175K +$175K +397 New
PVH
1547
Psagot Value Holdings
Israel
$168K -$8.84K -20 -5%
EWA
1548
EverSource Wealth Advisors
Alabama
$164K +$14.1K +32 +9%
SIMG
1549
Stephens Investment Management Group
Texas
$162K – – –
BCP
1550
Blue Chip Partners
Michigan
$161K – – –
60 61
62
63 64