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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 %
AI
1801
AdvisorShares Investments
Maryland
– -$379K -1,038 Closed
EFMC
1802
Empire Financial Management Company
New York
– -$365K -999 Closed
SIA
1803
Soltis Investment Advisors
Utah
– -$348K -952 Closed
HFM
1804
Hartford Funds Management
Pennsylvania
– -$344K -940 Closed
BC
1805
Bridgefront Capital
Texas
– -$311K -852 Closed
SFO
1806
Stokes Family Office
Louisiana
– -$304K -832 Closed
EAM
1807
Empirical Asset Management
Massachusetts
– -$295K -808 Closed
PCM
1808
Prelude Capital Management
New York
– -$269K -737 Closed
MA
1809
MJP Associates
Connecticut
– -$266K -727 Closed
GWM
1810
Gitterman Wealth Management
New Jersey
– -$261K -715 Closed
MC
1811
Maverick Capital
Texas
– -$255K -698 Closed
BPWM
1812
Badgley Phelps Wealth Managers
Washington
– -$251K -688 Closed
TC
1813
Telemus Capital
Michigan
– -$244K -668 Closed
PT
1814
Plimoth Trust
Massachusetts
– -$234K -640 Closed
OR
1815
Olympiad Research
Connecticut
– -$231K -632 Closed
CHP
1816
Cable Hill Partners
Oregon
– -$220K -603 Closed
LA
1817
Lifeworks Advisors
Michigan
– -$218K -597 Closed
BSSFA
1818
Baron Silver Stevens Financial Advisors
Florida
– -$214K -586 Closed
AFWM
1819
AMJ Financial Wealth Management
Virginia
– -$210K -576 Closed
TIA
1820
Tandem Investment Advisors
South Carolina
– -$208K -568 Closed
GCM
1821
Goldstream Capital Management
Hong Kong
– -$103K -282 Closed
CCP
1822
Carmel Capital Partners
California
– -$93.2K -255 Closed
BAAM
1823
Baker Avenue Asset Management
California
– -$83.7K -229 Closed
EARNEST Partners
1824
EARNEST Partners
Georgia
– -$51.5K -141 Closed
RTC
1825
Riverview Trust Company
Washington
– -$38.4K -105 Closed
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