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
25.69%
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 %
CTWM
1726
Cherry Tree Wealth Management
Minnesota
$4.19K – – –
JPWM
1727
Jamison Private Wealth Management
Georgia
$4.03K – – –
DWMG
1728
DB Wealth Management Group
California
$3.97K – – –
AP
1729
Atwood & Palmer
Missouri
$3.97K +$881 +2 +29%
TLCM
1730
Twin Lakes Capital Management
California
$3.63K – – –
WWM
1731
Wolff Wiese Magana
California
$3.53K – – –
HWP
1732
Highline Wealth Partners
California
$3.52K – – –
GWMIA
1733
Global Wealth Management Investment Advisory
Florida
$3.52K +$3.52K +8 New
BCMLT
1734
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.34K – – –
PCA
1735
Providence Capital Advisors
North Carolina
$3.08K -$3.08K -7 -50%
CCM
1736
Chilton Capital Management
Texas
$3.08K +$3.08K +7 New
AFG
1737
Albion Financial Group
Utah
$2.64K – – –
CFD
1738
Creative Financial Designs
Indiana
$2.64K – – –
IHWM
1739
Iron Horse Wealth Management
Iowa
$2.64K – – –
IGWM
1740
ICA Group Wealth Management
Colorado
$2.64K +$2.64K +6 New
RA
1741
Rise Advisors
New York
$2.24K -$448 -1 -17%
CJ
1742
Caitlin John
Michigan
$2.2K +$2.2K +5 New
FSWA
1743
Financial Synergies Wealth Advisors
Texas
$2.01K +$335 +1 +20%
TFGT
1744
TS Financial Group (TSFG)
Illinois
$2K – – –
CAM
1745
ClariVest Asset Management
California
$1.77K – – –
TAM
1746
Tucker Asset Management
Colorado
$1.76K -$3.08K -7 -64%
IRC
1747
Investors Research Corp
Georgia
$1.76K – – –
CWM
1748
Cedar Wealth Management
California
$1.76K – – –
PI
1749
PEAK6 Investments
Illinois
$1.25K -$3.47M -8,308 -100%
RG
1750
Retirement Group
California
$441 – – –
68 69
70
71 72