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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 %
EC
1651
Elequin Capital
New York
– -$43.5K -130 Closed
SC
1652
Seldon Capital
California
– -$29.5K -88 Closed
KSWA
1653
Kathleen S. Wright Associates
Pennsylvania
– -$28K -85 Closed
LS
1654
Leelyn Smith
Illinois
– -$26.8K -80 Closed
AWM
1655
Accurate Wealth Management
Florida
– -$27.6K -78 Closed
MWM
1656
MinichMacGregor Wealth Management
New York
– -$21.4K -64 Closed
PO
1657
Private Ocean
California
– -$15.4K -46 Closed
FA
1658
Fiduciary Alliance
South Carolina
– -$13.7K -41 Closed
TWD
1659
True Wealth Design
Ohio
– -$11.2K -34 Closed
EE
1660
EWG Elevate
California
– -$7.7K -23 Closed
SC
1661
Sierra Capital
Florida
– -$7K -21 Closed
MPCL
1662
My Personal CFO LLC
Washington
– -$5.36K -16 Closed
WAM
1663
Worth Asset Management
Texas
– -$5.02K -15 Closed
SWM
1664
Sugarloaf Wealth Management
Georgia
– -$4.35K -13 Closed
DWP
1665
Destiny Wealth Partners
Florida
– -$4.02K -12 Closed
CSWM
1666
Cassady Schiller Wealth Management
Ohio
– -$3.35K -10 Closed
RBC
1667
Roble Belko & Company
Pennsylvania
– -$2K -7 Closed
MSCM
1668
McElhenny Sheffield Capital Management
Texas
– -$2.01K -6 Closed
FWA
1669
Freedom Wealth Alliance
Wisconsin
– -$1.01K -3 Closed
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