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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
25.68%
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 %
CT
1701
Cambridge Trust
Massachusetts
$8.81K -$22.9K -52 -72%
RFG
1702
RFP Financial Group
Georgia
$8.37K – – –
OPTFSNA
1703
Old Point Trust & Financial Services N A
Virginia
$7.93K +$7.93K +18 New
FG
1704
Fairman Group
Pennsylvania
$7.49K +$7.49K +17 New
CAS
1705
Coppell Advisory Solutions
Texas
$7.49K +$7.49K +17 New
AW
1706
Avion Wealth
Texas
$7K – – –
POIA
1707
Pin Oak Investment Advisors
Texas
$7K – – –
JGIA
1708
Jackson Grant Investment Advisers
Connecticut
$6.61K – – –
DPW
1709
DiNuzzo Private Wealth
Pennsylvania
$6.61K +$6.61K +15 New
FBC
1710
Fairfield, Bush & Co
Connecticut
$6.61K +$6.61K +15 New
SN
1711
Sittner & Nelson
Oregon
$6.17K – – –
RS
1712
Rakuten Securities
Japan
$6.17K +$6.17K +14 New
AIMA
1713
Ables Iannone Moore & Associates
Georgia
$6.17K +$6.17K +14 New
HBW
1714
Hazlett, Burt & Watson
West Virginia
$6K -$4K -8 -40%
SIC
1715
SJS Investment Consulting
Ohio
$5.73K +$441 +1 +8%
FRA
1716
Frank Rimerman Advisors
California
$5.73K +$5.73K +13 New
MSG
1717
Main Street Group
Virginia
$5.73K +$5.73K +13 New
TCA
1718
Trifecta Capital Advisors
Illinois
$5.29K – – –
JFA
1719
JNBA Financial Advisors
Minnesota
$5.29K – – –
FRA
1720
Front Row Advisors
California
$5.29K – – –
APC
1721
Aspire Private Capital
North Carolina
$4.85K -$881 -2 -15%
VWWMG
1722
Vermillion & White Wealth Management Group
Pennsylvania
$4.85K +$4.85K +11 New
RIM
1723
Rockbridge Investment Management
New York
$4.41K +$4.41K +10 New
SCA
1724
Stuart Chaussee & Associates
California
$4.41K – – –
RTL
1725
Red Tortoise LLC
Georgia
$4.41K – – –
67 68
69
70 71