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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.69B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.16B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.16B
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$457M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$11M
2
BlackRock
BlackRock
New York
$9.95B
3
Citadel Advisors
Citadel Advisors
Florida
$12.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.13B
5
Renaissance Technologies
Renaissance Technologies
New York
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1601
Providence Capital Advisors
North Carolina
$2.81K -$1.6K -4 -36%
AFG
1602
Albion Financial Group
Utah
$2.41K +$2.41K +6 New
MTIC
1603
Missouri Trust & Investment Company
Missouri
$2.41K – – –
IHWM
1604
Iron Horse Wealth Management
Iowa
$2.41K – – –
IGWM
1605
ICA Group Wealth Management
Colorado
$2.41K – – –
FSWA
1606
Financial Synergies Wealth Advisors
Texas
$2.01K -$401 -1 -17%
SF
1607
Safeguard Financial
Wisconsin
$2K +$2K +6 New
2L
1608
25 LLC
Missouri
$1.65K +$825 +2 +100%
CWM
1609
Cedar Wealth Management
California
$1.6K – – –
DWA
1610
Delos Wealth Advisors
Texas
$401 – – –
RG
1611
Retirement Group
California
$401 – – –
Comerica Bank
1612
Comerica Bank
Texas
$3 +$3 +174,789 New
CSS
1613
Cubist Systematic Strategies
Connecticut
– -$50.2M -145,639 Closed
JPMPWA
1614
J.P. Morgan Private Wealth Advisors
California
– -$27.2M -79,025 Closed
IG
1615
ING Group
Netherlands
– -$24.4M -70,689 Closed
DKCM
1616
Davidson Kempner Capital Management
New York
– -$23.8M -68,891 Closed
HF
1617
HRT Financial
New York
– -$19.7M -57,186 Closed
IGM
1618
Incline Global Management
New York
– -$18.2M -52,860 Closed
ECM
1619
ExodusPoint Capital Management
New York
– -$18.1M -52,370 Closed
PMEF
1620
Point72 Middle East FZE
United Arab Emirates
– -$12.3M -35,796 Closed
NIG
1621
NFJ Investment Group
Texas
– -$11.5M -33,271 Closed
WEG
1622
World Equity Group
Illinois
– -$582K -23,741 Closed
FC
1623
FORA Capital
Florida
– -$8.03M -23,296 Closed
TC
1624
Tenere Capital
New York
– -$7.23M -20,960 Closed
TA
1625
TRB Advisors
New York
– -$6.9M -20,000 Closed
63 64
65
66 67