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S&P Global
SPGI

Overview Fund Activity

1,586 hedge funds and large institutions have $95.3B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

Holders
1,586
Holders Change
+26
Holders Change %
+1.67%
% of All Funds
25.39%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
133
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
BlackRock
2
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.16B
4
SGA
4
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
1
Okabena Investment Services
Minnesota
$1.89M
2
State Street
2
State Street
Massachusetts
$4.88B
3
N
3
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
5
Capital World Investors
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1576
Asset Dedication LLC
California
$2K -$1.13M -2,816 -100%
VNA
1577
Valley National Advisers
Pennsylvania
$2K – – –
AW
1578
Avion Wealth
Texas
$2K +$2K +8 New
FGAM
1579
Financial Gravity Asset Management
Texas
$1.59K +$46 +10 +3%
GI
1580
Gradient Investments
Minnesota
$1.38K -$690 -2 -33%
CWM
1581
Cedar Wealth Management
California
$1.38K – – –
DF
1582
DecisionPoint Financial
Arizona
$1.04K +$1.04K +3 New
2L
1583
25 LLC
Missouri
$711 +$711 +2 New
DWA
1584
Delos Wealth Advisors
Texas
$345 – – –
VFA
1585
Values First Advisors
Tennessee
$32 – – –
JCM
1586
Junto Capital Management
New York
– -$105M -312,142 Closed
AAM
1587
Ardevora Asset Management
United Kingdom
– -$65.1M -194,236 Closed
SCM
1588
Snowhook Capital Management
New York
– -$29.7M -88,804 Closed
GC
1589
Gillson Capital
Illinois
– -$28.6M -85,535 Closed
Wolverine Trading
1590
Wolverine Trading
Illinois
– -$24.4M -72,787 Closed
RCM
1591
Rings Capital Management
Illinois
– -$23.4M -70,000 Closed
OAG
1592
Orbis Allan Gray
Bermuda
– -$20M -59,800 Closed
VRS
1593
Virginia Retirement Systems
Virginia
– -$14.8M -44,200 Closed
PCM
1594
Prana Capital Management
Connecticut
– -$13.5M -40,347 Closed
FFAM
1595
Forge First Asset Management
Canada
– -$13.4M -40,000 Closed
CCM
1596
Candlestick Capital Management
Connecticut
– -$11.7M -35,000 Closed
NFAM
1597
North Fourth Asset Management
New Jersey
– -$7.37M -22,000 Closed
NPAM
1598
Noble Path Asset Management
New York
– -$6.01M -17,940 Closed
WM
1599
Whitford Management
New York
– -$5.26M -15,719 Closed
GCA
1600
Greenwood Capital Associates
South Carolina
– -$4.44M -13,262 Closed
62 63
64
65 66