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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
25.69%
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
$4.41B
2
Citadel Advisors
Citadel Advisors
Florida
$460M
3
Capital International Investors
Capital International Investors
California
$2.42B
4
Bank of America
Bank of America
North Carolina
$2.01B
5
SFFS
Stonehage Fleming Financial Services
Jersey
$193M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.47B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.13B
4
Jennison Associates
Jennison Associates
New York
$287K
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
1676
Newbridge Financial Services Group
Florida
$17.7K -$15.1K -34 -46%
SVCP
1677
Silicon Valley Capital Partners
California
$17.7K – – –
AWM
1678
Able Wealth Management
New Jersey
$17.6K +$17.6K +40 New
NFA
1679
Northwest Financial Advisors
Virginia
$17.4K +$17.4K +40 New
TFA
1680
Toth Financial Advisory
Virginia
$17.2K – – –
CIA
1681
Cape Investment Advisory
Georgia
$17.2K +$17.2K +39 New
RCM
1682
Raleigh Capital Management
North Carolina
$16K +$14.2K +32 +800%
SC
1683
Steph & Co
Wisconsin
$15.9K – – –
UFF
1684
USA Financial Formulas
Michigan
$15.9K +$7.93K +18 +100%
VAMG
1685
Voisard Asset Management Group
Michigan
$15.4K +$15.4K +35 New
VNA
1686
Valley National Advisers
Pennsylvania
$15K +$9.58K +23 +177%
AFS
1687
Annapolis Financial Services
Maryland
$13.7K -$1.76K -4 -11%
TSWM
1688
Tyler-Stone Wealth Management
Ohio
$13.2K – – –
S
1689
Sachetta
Massachusetts
$12.8K +$12.8K +29 New
MFT
1690
Moisand Fitzgerald Tamayo
Florida
$11.9K -$881 -2 -7%
NCM
1691
Northwest Capital Management
Oregon
$11.9K +$1.76K +4 +17%
DF
1692
Dunhill Financial
United Kingdom
$11.6K +$11.6K +26 New
NSIM
1693
North Star Investment Management
Illinois
$11.5K – – –
CMA
1694
Cedar Mountain Advisors
Oregon
$11.5K – – –
TSW
1695
Thompson Siegel & Walmsley
Virginia
$11K – – –
SA
1696
Scarborough Advisors
Maryland
$10.6K +$10.6K +24 New
GFPC
1697
Global Financial Private Client
Florida
$10.2K – – –
SWA
1698
SOA Wealth Advisors
New York
$9.73K – – –
TVAMP
1699
Tennessee Valley Asset Management Partners
Tennessee
$9.53K +$9.53K +22 New
SC
1700
SouthState Corp
Florida
$9.25K -$2.64K -6 -22%
66 67
68
69 70