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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 %
SN
1551
Sittner & Nelson
Oregon
$4.83K +$4.83K +14 New
APC
1552
Aspire Private Capital
North Carolina
$4.48K – – –
WPWM
1553
Western Pacific Wealth Management
Illinois
$4.48K – – –
TCA
1554
Trifecta Capital Advisors
Illinois
$4.14K – – –
JFA
1555
JNBA Financial Advisors
Minnesota
$4.14K +$4.14K +12 New
TAM
1556
Tucker Asset Management
Colorado
$4.14K +$4.14K +12 New
AC
1557
AMS Capital
Brazil
$4.13K +$1.47K +4,265 +55%
FRA
1558
Front Row Advisors
California
$4K +$4K +12 New
SIC
1559
SJS Investment Consulting
Ohio
$3.79K +$345 +1 +10%
GC
1560
Gould Capital
Washington
$3.79K -$782K -2,269 -100%
PCA
1561
Providence Capital Advisors
North Carolina
$3.79K +$3.79K +11 New
ECM
1562
Everence Capital Management
Indiana
$3.73K – – –
NSIM
1563
North Star Investment Management
Illinois
$3.45K – – –
SCA
1564
Stuart Chaussee & Associates
California
$3.45K – – –
BCMLT
1565
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.14K – – –
DWMG
1566
DB Wealth Management Group
California
$3.1K – – –
MCM
1567
Magnolia Capital Management
New York
$3K – – –
TLCM
1568
Twin Lakes Capital Management
California
$2.82K – – –
WWM
1569
Wolff Wiese Magana
California
$2.76K +$345 +1 +14%
HWP
1570
Highline Wealth Partners
California
$2.76K – – –
BWS
1571
Buck Wealth Strategies
Colorado
$2.47K +$2.47K +7 New
MTIC
1572
Missouri Trust & Investment Company
Missouri
$2.07K – – –
FSWA
1573
Financial Synergies Wealth Advisors
Texas
$2.07K – – –
IGWM
1574
ICA Group Wealth Management
Colorado
$2.07K – – –
CFD
1575
Creative Financial Designs
Indiana
$2.07K +$2.07K +6 New
61 62
63
64 65