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S&P Global
SPGI

Overview Fund Activity

1,586 hedge funds and large institutions have $95.3B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

Holders
1,586
Holders Change
+26
Holders Change %
+1.67%
% of All Funds
25.39%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
133
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
BlackRock
2
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.16B
4
SGA
4
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
1
Okabena Investment Services
Minnesota
$1.89M
2
State Street
2
State Street
Massachusetts
$4.88B
3
N
3
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
5
Capital World Investors
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
1626
Astoria Portfolio Advisors
New York
– -$446K -1,213 Closed
BCAM
1627
Boston Common Asset Management
Massachusetts
– -$405K -1,208 Closed
EVM
1628
Evelyn V. Moreno
– -$354K -1,056 Closed
MTC
1629
McDaniel Terry & Co
Texas
– -$352K -1,051 Closed
T
1630
TOBAM
France
– -$347K -1,037 Closed
CCA
1631
Childress Capital Advisors
Texas
– -$314K -937 Closed
FA
1632
Fiducient Advisors
Illinois
– -$300K -895 Closed
YC
1633
Yarbrough Capital
Tennessee
– -$286K -854 Closed
DS
1634
DRW Securities
Illinois
– -$278K -830 Closed
I
1635
IMPACTfolio
Colorado
– -$261K -780 Closed
RG
1636
Renaissance Group
Kentucky
– -$255K -762 Closed
JJBC
1637
James J. Burns & Company
New York
– -$250K -745 Closed
MAM
1638
Martingale Asset Management
Massachusetts
– -$234K -700 Closed
IGGA
1639
Iron Gate Global Advisors
Utah
– -$230K -687 Closed
AC
1640
ASB Consultores
Florida
– -$216K -645 Closed
CMS
1641
Capital Market Strategies
Florida
– -$205K -612 Closed
TCWM
1642
Total Clarity Wealth Management
Illinois
– -$205K -612 Closed
SWS
1643
SYSTM Wealth Solutions
Illinois
– -$205K -611 Closed
CCM
1644
Compton Capital Management
Rhode Island
– -$201K -600 Closed
Q
1645
QVR
California
– -$197K -589 Closed
MCC
1646
Money Concepts Capital
Florida
– -$194K -578 Closed
ML
1647
McAdam LLC
Pennsylvania
– -$205K -434 Closed
CCM
1648
CAAS Capital Management
New York
– -$135K -403 Closed
EMFAT
1649
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$89.4K -267 Closed
ZIG
1650
Zullo Investment Group
Pennsylvania
– -$45.9K -137 Closed
63 64 65
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