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S&P Global
SPGI

Overview Fund Activity

1,613 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, 630 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.72%
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
630
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 %
FSWA
1601
Financial Synergies Wealth Advisors
Texas
$1.83K – – –
MIM
1602
Macroview Investment Management
Maryland
$1.83K +$1.83K +5 New
HWP
1603
Hibernia Wealth Partners
Louisiana
$1.83K +$1.83K +5 New
RCM
1604
Raleigh Capital Management
North Carolina
$1.56K +$1.56K +4 New
CWM
1605
Cedar Wealth Management
California
$1.46K – – –
Legacy Financial Group (Iowa)
1606
Legacy Financial Group (Iowa)
Iowa
$1.46K +$1.46K +4 New
IRC
1607
Investors Research Corp
Georgia
$1.46K +$1.46K +4 New
NC
1608
NewSquare Capital
Pennsylvania
$1.1K +$1.1K +3 New
PCM
1609
Perritt Capital Management
Illinois
$1.1K +$1.1K +3 New
CAM
1610
ClariVest Asset Management
California
$1K +$1K +4 New
RFA
1611
Register Financial Advisors
Georgia
$733 +$733 +2 New
DWA
1612
Delos Wealth Advisors
Texas
$391 – – –
RG
1613
Retirement Group
California
$365 – – –
SIG
1614
Senator Investment Group
New York
– -$66.1M -165,000 Closed
CF
1615
Canoe Financial
Alberta, Canada
– -$28.8M -71,725 Closed
Point72 Asset Management
1616
Point72 Asset Management
Connecticut
– -$28.3M -70,548 Closed
OCM
1617
Oribel Capital Management
New York
– -$17M -42,400 Closed
MC
1618
Minot Capital
Colorado
– -$16.1M -40,165 Closed
P2P
1619
Phase 2 Partners
California
– -$12.2M -30,388 Closed
PE
1620
Point72 Europe
United Kingdom
– -$10.5M -26,200 Closed
Renaissance Technologies
1621
Renaissance Technologies
New York
– -$6.86M -17,115 Closed
LIP
1622
Liontrust Investment Partners
United Kingdom
– -$6.56M -16,361 Closed
PFMOSF
1623
Philadelphia Financial Management of San Francisco
California
– -$6.46M -16,118 Closed
V
1624
Veritable
Delaware
– -$5.33M -13,297 Closed
TC
1625
TAP Consulting
Missouri
– -$5.23M -13,043 Closed
63 64
65
66 67