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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
1601
Atticus Wealth Management
Florida
$67.8K – – –
EWM
1602
Evermay Wealth Management
Virginia
$67.4K +$1.32K +3 +2%
LJHT
1603
Laurie J. Hall Trustee
$64K – – –
ADL
1604
Asset Dedication LLC
California
$64K +$20.9K +47 +48%
MIP
1605
Mondrian Investment Partners
United Kingdom
$63.4K -$84.8M -192,587 -100%
BFPW
1606
BOK Financial Private Wealth
Colorado
$63.4K +$48K +109 +311%
BWM
1607
BKM Wealth Management
Wisconsin
$63K +$63K +143 New
SPWM
1608
Spartan Planning & Wealth Management
North Carolina
$61.7K -$52.9K -120 -46%
GCGDR
1609
Geo Capital Gestora de Recursos
Brazil
$60K -$6.18K -14 -9%
TWM
1610
Tradition Wealth Management
Minnesota
$59K -$444 -1 -0.7%
CB
1611
Centennial Bank
Arkansas
$58.6K – – –
CYG
1612
Clean Yield Group
Vermont
$58.6K – – –
GI
1613
Gradient Investments
Minnesota
$55.9K -$441 -1 -0.8%
EWP
1614
Elevation Wealth Partners
California
$54.8K +$54.8K +150 New
GEA
1615
Glen Eagle Advisors
New Jersey
$54.2K -$881 -2 -2%
ME
1616
McIlrath & Eck
Washington
$54.2K – – –
HB
1617
Horizon Bancorp
Indiana
$54K – – –
ACA
1618
Atlas Capital Advisors
Wyoming
$53.7K +$31.7K +72 +144%
GWM
1619
Geneos Wealth Management
Colorado
$53.5K -$20.8K -47 -28%
FFC
1620
First Financial Corp
Indiana
$53.3K +$15.4K +35 +41%
MHR
1621
Matthew Hamilton Rosenberg
$52.9K – – –
CAC
1622
Core Alternative Capital
Georgia
$52K -$209K -474 -80%
AF
1623
Arrow Financial
New York
$52K +$3.52K +8 +7%
GIS
1624
Grayhawk Investment Strategies
Alberta, Canada
$50.2K – – –
AAG
1625
Armstrong Advisory Group
Massachusetts
$49.3K – – –
63 64
65
66 67