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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 %
APC
1576
Aspire Private Capital
North Carolina
$4.75K – – –
JFA
1577
JNBA Financial Advisors
Minnesota
$4.39K – – –
FRA
1578
Front Row Advisors
California
$4.39K – – –
SIC
1579
SJS Investment Consulting
Ohio
$4.39K – – –
TCA
1580
Trifecta Capital Advisors
Illinois
$4.39K – – –
ECM
1581
Everence Capital Management
Indiana
$4.27K +$318 +870 +8%
TAM
1582
Tucker Asset Management
Colorado
$4.02K -$1.46K -4 -27%
BCMLT
1583
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.66K – – –
RTL
1584
Red Tortoise LLC
Georgia
$3.65K -$4.75K -13 -57%
SCA
1585
Stuart Chaussee & Associates
California
$3.65K – – –
CTWM
1586
Cherry Tree Wealth Management
Minnesota
$3.47K – – –
JPWM
1587
Jamison Private Wealth Management
Georgia
$3.34K +$3.34K +9 New
DWMG
1588
DB Wealth Management Group
California
$3.29K – – –
TLCM
1589
Twin Lakes Capital Management
California
$3K – – –
MCM
1590
Magnolia Capital Management
New York
$3K – – –
T
1591
TOBAM
France
$3K +$3K +7 New
WWM
1592
Wolff Wiese Magana
California
$2.92K – – –
HWP
1593
Highline Wealth Partners
California
$2.92K – – –
FAM
1594
Flaharty Asset Management
Florida
$2.92K +$2.92K +8 New
BWS
1595
Buck Wealth Strategies
Colorado
$2.63K – – –
AP
1596
Atwood & Palmer
Missouri
$2.56K – – –
RA
1597
Rise Advisors
New York
$2.21K -$11.8K -32 -84%
AFG
1598
Albion Financial Group
Utah
$2.19K – – –
CFD
1599
Creative Financial Designs
Indiana
$2.19K -$2.19K -6 -50%
IHWM
1600
Iron Horse Wealth Management
Iowa
$2.19K – – –
62 63
64
65 66