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S&P Global
SPGI

Overview Fund Activity

1,614 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, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
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
631
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 %
CBFP
1676
Cedar Brook Financial Partners
Ohio
– -$244K -608 Closed
T
1677
TRUADVICE
Florida
– -$227K -586 Closed
GFG
1678
Goldstone Financial Group
Illinois
– -$227K -567 Closed
DCM
1679
Deuterium Capital Management
Florida
– -$220K -550 Closed
SLA
1680
Silver Lake Advisory
Utah
– -$220K -549 Closed
EFM
1681
E Fund Management
China
– -$220K -548 Closed
BFA
1682
Bragg Financial Advisors
North Carolina
– -$218K -545 Closed
RCG
1683
Ruane, Cunniff & Goldfarb
New York
– -$213K -531 Closed
PSP
1684
Principal Street Partners
Tennessee
– -$212K -529 Closed
SRAM
1685
Spouting Rock Asset Management
Pennsylvania
– -$212K -528 Closed
BWP
1686
BSW Wealth Partners
Colorado
– -$211K -527 Closed
IWN
1687
Independent Wealth Network
Iowa
– -$210K -525 Closed
FOA
1688
Five Oceans Advisors
California
– -$208K -518 Closed
IGGA
1689
Iron Gate Global Advisors
Utah
– -$207K -516 Closed
MTC
1690
McDaniel Terry & Co
Texas
– -$206K -515 Closed
SVWAG
1691
Sound View Wealth Advisors Group
Georgia
– -$206K -514 Closed
NW
1692
Naviter Wealth
Arkansas
– -$206K -513 Closed
SWS
1693
SYSTM Wealth Solutions
Illinois
– -$205K -512 Closed
PA
1694
Perennial Advisors
New York
– -$202K -504 Closed
IIM
1695
Ipswich Investment Management
Massachusetts
– -$201K -502 Closed
MIM
1696
Marco Investment Management
Georgia
– -$200K -500 Closed
APW
1697
Aurora Private Wealth
New Jersey
– -$200K -500 Closed
MHS
1698
M Holdings Securities
Oregon
– -$200K -500 Closed
SSG
1699
Summit Securities Group
New York
– -$172K -429 Closed
BCM
1700
Barometer Capital Management
Ontario, Canada
– -$140K -350 Closed
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