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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 %
DIP
1626
DT Investment Partners
Pennsylvania
$48.6K +$32.3K +71 +197%
AIC
1627
Archer Investment Corporation
Indiana
$46.3K – – –
FCA
1628
FinTrust Capital Advisors
South Carolina
$46.3K +$11.5K +26 +33%
FWM
1629
FSA Wealth Management
Massachusetts
$46K +$46K +105 New
NMG
1630
New Millennium Group
Utah
$45.8K – – –
IFAM
1631
Institutional & Family Asset Management
Colorado
$45.4K – – –
WBC
1632
West Branch Capital
Massachusetts
$45.4K +$3.97K +9 +10%
OC
1633
Oakworth Capital
Alabama
$44.5K +$10.6K +24 +31%
GWM
1634
Guardian Wealth Management
Illinois
$43.9K – – –
RCM
1635
Rain Capital Management
Oregon
$43.6K +$1.32K +3 +3%
EC
1636
EdgeRock Capital
Colorado
$43.1K +$43.1K +95 New
FFO
1637
Fortitude Family Office
Arizona
$42.7K +$42.7K +97 New
GG
1638
Greenwood Gearhart
Arkansas
$42.3K +$42.3K +96 New
GWSG
1639
GPS Wealth Strategies Group
Colorado
$41.8K – – –
CAM
1640
Clarity Asset Management
Iowa
$41.8K +$41.8K +95 New
CWC
1641
Carolinas Wealth Consulting
North Carolina
$38.9K +$6.64K +15 +21%
BSB
1642
Bangor Savings Bank
Maine
$38.8K -$11K -25 -22%
MA
1643
MCF Advisors
Kentucky
$38.3K +$22.5K +51 +142%
HH
1644
HWG Holdings
Texas
$37.4K – – –
PIM
1645
Plato Investment Management
Australia
$37.4K +$37.4K +85 New
BWM
1646
Baystate Wealth Management
Massachusetts
$36.2K +$9.28K +21 +34%
FFA
1647
Frazier Financial Advisors
Ohio
$36.1K +$36.1K +82 New
SOW
1648
State of Wyoming
Wyoming
$33.9K – – –
AP
1649
Aspect Partners
Virginia
$33.9K +$33.9K +77 New
LFASL
1650
Lugano Financial Advisors SA (LFA)
Switzerland
$33K +$22K +50 +200%
64 65
66
67 68