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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 %
ANBT
1551
American National Bank & Trust
Texas
$157K -$5.29K -12 -3%
T
1552
TOBAM
France
$154K +$151K +343 +4,900%
OCM
1553
Osterweis Capital Management
California
$152K +$4.85K +11 +3%
DJSG
1554
D.J. St. Germain
Massachusetts
$152K +$17.6K +40 +13%
NIMI
1555
Natixis Investment Managers International
France
$151K – – –
HF
1556
Halpern Financial
Virginia
$150K – – –
SNB
1557
Security National Bank
Nebraska
$148K +$148K +335 New
BWAM
1558
Boyd Watterson Asset Management
Ohio
$143K – – –
CTB
1559
Country Trust Bank
Illinois
$142K – – –
CP
1560
Castleview Partners
Texas
$141K -$881 -2 -0.6%
IWA
1561
Icon Wealth Advisors
Texas
$140K +$140K +317 New
RFA
1562
Resurgent Financial Advisors
Georgia
$140K +$23.3K +53 +20%
TIM
1563
Tortoise Investment Management
New York
$138K – – –
HFM
1564
Harvest Fund Management
China
$134K – – –
HWM
1565
HighMark Wealth Management
Minnesota
$132K – – –
FFA
1566
Fairfield Financial Advisors
Massachusetts
$130K – – –
VCM
1567
Versant Capital Management
Arizona
$130K +$1.76K +4 +1%
BGAI
1568
Bruce G. Allen Investments
Colorado
$125K +$125K +284 New
KLWA
1569
Kelly Lawrence W & Associates
California
$125K – – –
TCWA
1570
Turtle Creek Wealth Advisors
Texas
$124K +$124K +282 New
DFA
1571
DHJJ Financial Advisors
Illinois
$124K – – –
TF
1572
Tompkins Financial
New York
$123K – – –
SWM
1573
Sugarloaf Wealth Management
Georgia
$118K +$16.7K +38 +17%
HIIFS
1574
Harel Insurance Investments & Financial Services
Israel
$116K – – –
RA
1575
Rational Advisors
New York
$112K -$171K -388 -60%
61 62
63
64 65