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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 %
AWM
1576
Avior Wealth Management
Nebraska
$111K -$40.5K -92 -27%
WB
1577
Webster Bank
Connecticut
$110K – – –
A
1578
AJOVista
Massachusetts
$108K +$108K +246 New
HI
1579
Harbour Investments
Wisconsin
$107K +$69.6K +158 +184%
WPA
1580
West Paces Advisors
Georgia
$104K +$3.52K +8 +4%
AGWCA
1581
Annis Gardner Whiting Capital Advisors
Florida
$103K – – –
AA
1582
Ancora Advisors
Ohio
$102K – – –
TFIPS
1583
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K +$102K +231 New
DCM
1584
Disciplina Capital Management
Tennessee
$101K – – –
HWA
1585
HHM Wealth Advisors
Tennessee
$101K +$26.4K +60 +36%
FMII
1586
Farmers & Merchants Investments Inc
Nebraska
$100K – – –
IPW
1587
Impact Partnership Wealth
Georgia
$97.8K +$86.3K +196 +754%
FWM
1588
Focused Wealth Management
New York
$89.4K – – –
JWA
1589
JFS Wealth Advisors
Pennsylvania
$89.4K +$16.3K +37 +22%
CPG
1590
Cornerstone Planning Group
New Jersey
$88.5K +$5.73K +13 +7%
PP
1591
PFS Partners
New Jersey
$86K -$441 -1 -0.5%
ETC
1592
Exchange Traded Concepts
Oklahoma
$85.9K -$392K -890 -82%
AT
1593
Arlington Trust
Alabama
$83.7K -$3.34M -7,583 -98%
FGA
1594
Fortis Group Advisors
New Jersey
$79.3K +$39.6K +90 +100%
AA
1595
Addison Advisors
Vermont
$77.5K +$19.4K +44 +33%
MCM
1596
MV Capital Management
Maryland
$76.2K +$4.41K +10 +6%
MWM
1597
Mascoma Wealth Management
New Hampshire
$74.4K – – –
CHA
1598
Carmichael Hill & Associates
Maryland
$73.6K – – –
GA
1599
GoalVest Advisory
New York
$73.1K +$7.05K +16 +11%
ITIM
1600
Indiana Trust & Investment Management
Indiana
$68.3K – – –
62 63
64
65 66