SPGI icon

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 %
KSWA
1651
Kathleen S. Wright Associates
Pennsylvania
$31.6K +$877 +2 +3%
HGA
1652
Hobbs Group Advisors
South Carolina
$30.8K +$30.8K +70 New
LFG
1653
Larson Financial Group
Missouri
$28.4K +$3.55K +8 +14%
OLVIG
1654
Oliver Lagore Vanvalin Investment Group
Michigan
$28.2K +$11K +25 +64%
WTG
1655
West Tower Group
Virginia
$27.8K -$108K -246 -80%
WTA
1656
Washington Trust Advisors
Massachusetts
$27K – – –
FMP
1657
Financial Management Professionals
Texas
$27K – – –
PA
1658
Pineridge Advisors
Missouri
$26.4K +$26.4K +60 New
PP
1659
Pacifica Partners
Canada
$25.8K – – –
PWMG
1660
Private Wealth Management Group
New Jersey
$25.6K +$25.6K +58 New
HGERS
1661
Householder Group Estate & Retirement Specialist
Arizona
$25K – – –
AWM
1662
Abound Wealth Management
Tennessee
$24.3K -$3.97K -9 -14%
VWA
1663
Valued Wealth Advisors
Utah
$23.2K +$23.2K +63 New
PCOC
1664
Power Corp of Canada
Canada
$22.9K +$22.9K +52 New
WIM
1665
Westside Investment Management
California
$22.5K – – –
BHWM
1666
Beaird Harris Wealth Management
Texas
$22.5K +$22.5K +51 New
LIWM
1667
Long Island Wealth Management
New York
$22K +$22K +49 New
FPF
1668
First Pacific Financial
Washington
$21.6K -$5.29K -12 -20%
QL
1669
Quarry LP
New York
$21.1K +$21.1K +48 New
HCP
1670
Hexagon Capital Partners
Arkansas
$20.7K +$1.32K +3 +7%
FGAM
1671
Financial Gravity Asset Management
Texas
$20.4K +$9.21K +23 +82%
CCMI
1672
Creative Capital Management Investments
California
$18.9K – – –
DCP
1673
DSM Capital Partners
Florida
$18.5K +$18.5K +42 New
TH
1674
TCTC Holdings
Texas
$18.1K – – –
PP
1675
PrairieView Partners
Minnesota
$18K – – –
65 66
67
68 69