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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
Wells Fargo
2
Wells Fargo
California
$857M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
3
Goldman Sachs
New York
$870M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1551
SouthState Corp
Florida
$9.87K +$2.19K +6 +29%
IAS
1552
IMA Advisory Services
Colorado
$9.5K – – –
CMA
1553
Cedar Mountain Advisors
Oregon
$9.5K – – –
NSIM
1554
North Star Investment Management
Illinois
$9.5K +$5.85K +16 +160%
IPW
1555
Impact Partnership Wealth
Georgia
$9.5K +$9.5K +26 New
JMF
1556
Johnson Midwest Financial
Iowa
$9.14K – – –
LFASL
1557
Lugano Financial Advisors SA (LFA)
Switzerland
$9.14K +$9.14K +25 New
TSW
1558
Thompson Siegel & Walmsley
Virginia
$9K – – –
GFPC
1559
Global Financial Private Client
Florida
$8.53K – – –
NCM
1560
Northwest Capital Management
Oregon
$8.4K – – –
SWA
1561
SOA Wealth Advisors
New York
$8.07K – – –
MIA
1562
Milestone Investment Advisors
Wisconsin
$8.04K +$8.04K +22 New
PCTC
1563
Perkins Coie Trust Company
Washington
$7.67K +$7.67K +21 New
SIS
1564
Sound Income Strategies
Florida
$7.31K – – –
CSWM
1565
Cassady Schiller Wealth Management
Ohio
$7.31K – – –
HBW
1566
Hazlett, Burt & Watson
West Virginia
$7K +$4.2K +12 +150%
RFG
1567
RFP Financial Group
Georgia
$6.94K – – –
UFF
1568
USA Financial Formulas
Michigan
$6.58K – – –
POIA
1569
Pin Oak Investment Advisors
Texas
$6K -$39K -104 -87%
JGIA
1570
Jackson Grant Investment Advisers
Connecticut
$5.48K – – –
SN
1571
Sittner & Nelson
Oregon
$5.12K – – –
PCA
1572
Providence Capital Advisors
North Carolina
$5.12K +$2.56K +7 +100%
AW
1573
Avion Wealth
Texas
$5K +$1.25K +4 +33%
VNA
1574
Valley National Advisers
Pennsylvania
$5K +$1.92K +5 +63%
APC
1575
Aspire Private Capital
North Carolina
$4.75K – – –
61 62
63
64 65