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S&P Global
SPGI

Overview Fund Activity

1,614 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, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
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
631
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 %
TC
1626
TAP Consulting
Missouri
– -$5.23M -13,043 Closed
MIM
1627
Martin Investment Management
Florida
– -$4.98M -12,417 Closed
VIA
1628
Vident Investment Advisory
Georgia
– -$4.06M -10,132 Closed
VMPIC
1629
Varma Mutual Pension Insurance Co
Finland
– -$3.86M -9,636 Closed
MCM
1630
Moore Capital Management
New York
– -$3.85M -9,601 Closed
TCA
1631
Troluce Capital Advisors
Puerto Rico
– -$3.49M -8,700 Closed
SCC
1632
Steel Canyon Capital
Arizona
– -$2.73M -6,808 Closed
BC
1633
Brookfield Corp
Ontario, Canada
– -$2.6M -6,480 Closed
PCM
1634
Pinnbrook Capital Management
New York
– -$2.56M -6,375 Closed
FFAM
1635
Forge First Asset Management
Canada
– -$2.39M -5,950 Closed
Tudor Investment Corp
1636
Tudor Investment Corp
Connecticut
– -$1.92M -4,781 Closed
PM
1637
Parametrica Management
Hong Kong
– -$1.41M -3,513 Closed
KWILP
1638
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$1.29M -3,209 Closed
CW
1639
Channel Wealth
California
– -$1.21M -3,027 Closed
Boston Partners
1640
Boston Partners
Massachusetts
– -$1.16M -2,899 Closed
CIM
1641
Caldwell Investment Management
Ontario, Canada
– -$1.14M -2,880 Closed
KI
1642
Keystone Investors
Singapore
– -$1.11M -2,763 Closed
RL
1643
Retireful LLC
Michigan
– -$968K -2,414 Closed
BL
1644
BFSG LLC
California
– -$922K -2,299 Closed
BWM
1645
Bulltick Wealth Management
Florida
– -$878K -2,191 Closed
DCM
1646
Dimension Capital Management
Florida
– -$773K -1,929 Closed
MM
1647
MQS Management
New York
– -$767K -1,912 Closed
FC
1648
Financial Consulate
Maryland
– -$731K -1,823 Closed
APP
1649
Avantax Planning Partners
Iowa
– -$693K -1,728 Closed
SXL
1650
Summit X LLC
Missouri
– -$684K -1,706 Closed
64 65
66
67 68