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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.69B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.16B
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.16B
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$457M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$149M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$11M
2
BlackRock
BlackRock
New York
$9.95B
3
Citadel Advisors
Citadel Advisors
Florida
$12.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.13B
5
Renaissance Technologies
Renaissance Technologies
New York
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
1676
TwinBeech Capital
New York
– -$394K -1,143 Closed
AAS
1677
Ameritas Advisory Services
Nebraska
– -$357K -1,029 Closed
DC
1678
Diametric Capital
Massachusetts
– -$333K -965 Closed
BBP
1679
Banco BTG Pactual
Brazil
– -$319K -900 Closed
JGGDR
1680
JGP Global Gestao de Recursos
Brazil
– -$685K -834 Closed
AWA
1681
Arete Wealth Advisors
Illinois
– -$282K -819 Closed
TC
1682
Trust Company
Kansas
– -$276K -800 Closed
HCC
1683
Hirtle Callaghan & Co
Pennsylvania
– -$270K -782 Closed
Kovitz Investment Group Partners
1684
Kovitz Investment Group Partners
Illinois
– -$267K -774 Closed
CCIA
1685
Campbell & Co Investment Adviser
Maryland
– -$264K -767 Closed
GCP
1686
Garda Capital Partners
Minnesota
– -$250K -726 Closed
CFO
1687
Callan Family Office
Pennsylvania
– -$244K -708 Closed
MFS
1688
Mirabella Financial Services
United Kingdom
– -$229K -664 Closed
MCWS
1689
McKinley Carter Wealth Services
West Virginia
– -$210K -608 Closed
B
1690
Barings
North Carolina
– -$208K -602 Closed
ECG
1691
Edge Capital Group
Georgia
– -$181K -526 Closed
RMC
1692
Resources Management Corp
Connecticut
– -$28K -400 Closed
TWA
1693
TCI Wealth Advisors
Arizona
– -$129K -375 Closed
CM
1694
Capula Management
Cayman Islands
– -$111K -323 Closed
CG
1695
Cutler Group
California
– -$103K -300 Closed
ETH
1696
Exos TFP Holdings
New York
– -$74.1K -215 Closed
EWP
1697
Elevation Wealth Partners
California
– -$37.2K -108 Closed
FCA
1698
Fortis Capital Advisors
Kansas
– -$24.1K -70 Closed
HDIM
1699
Hanson & Doremus Investment Management
Vermont
– -$22K -63 Closed
ST
1700
Sageworth Trust
Pennsylvania
– -$21.4K -62 Closed
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