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S&P Global
SPGI

Overview Fund Activity

1,613 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, 630 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.72%
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
630
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 %
PSC
1651
Portman Square Capital
United Kingdom
– -$661K -1,650 Closed
BCM
1652
Bayesian Capital Management
New York
– -$601K -1,500 Closed
ALAM
1653
Asahi Life Asset Management
Japan
– -$585K -1,460 Closed
CWA
1654
CM Wealth Advisors
Ohio
– -$501K -1,278 Closed
BTWM
1655
Baker Tilly Wealth Management
Wisconsin
– -$436K -1,087 Closed
SPP
1656
Single Point Partners
Massachusetts
– -$408K -1,018 Closed
CW
1657
CreativeOne Wealth
Kansas
– -$402K -1,003 Closed
AIM
1658
Aigen Investment Management
New York
– -$361K -900 Closed
GA
1659
GraniteShares Advisors
New York
– -$360K -899 Closed
NAG
1660
Northstar Advisory Group
New Jersey
– -$314K -783 Closed
BIP
1661
Blueprint Investment Partners
North Carolina
– -$313K -780 Closed
PWMG
1662
Provence Wealth Management Group
California
– -$300K -749 Closed
FPA
1663
First Pacific Advisors
California
– -$298K -744 Closed
I
1664
InceptionR
California
– -$287K -716 Closed
WC
1665
Waterloo Capital
Texas
– -$273K -680 Closed
3IP
1666
3Chopt Investment Partners
Virginia
– -$262K -653 Closed
EP
1667
Eudaimonia Partners
Tennessee
– -$260K -649 Closed
CWM
1668
Connecticut Wealth Management
Connecticut
– -$257K -642 Closed
E
1669
Ergoteles
New York
– -$253K -630 Closed
IAIM
1670
Industrial Alliance Investment Management
Quebec, Canada
– -$253K -630 Closed
CA
1671
Crewe Advisors
Utah
– -$251K -627 Closed
GKWIM
1672
Gerber Kawasaki Wealth & Investment Management
California
– -$251K -626 Closed
CIM
1673
Chapman Investment Management
California
– -$246K -614 Closed
Koshinski Asset Management
1674
Koshinski Asset Management
Illinois
– -$244K -609 Closed
CBFP
1675
Cedar Brook Financial Partners
Ohio
– -$244K -608 Closed
65 66
67
68 69