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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 %
SIS
1826
Strategic Investment Solutions
Illinois
– -$30.1K -77 Closed
TWP
1827
TFO Wealth Partners
Ohio
– -$28.1K -70 Closed
FMTCOCP
1828
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$24K -66 Closed
TC
1829
Tacita Capital
Ontario, Canada
– -$23K -63 Closed
NIC
1830
Northwest Investment Counselors
Oregon
– -$16.8K -46 Closed
SCA
1831
Stonebridge Capital Advisors
Minnesota
– -$13.9K -38 Closed
RW
1832
RVW Wealth
California
– -$11.7K -32 Closed
KI
1833
Kapitalo Investimentos
Brazil
– -$10.2K -28 Closed
IAS
1834
IMA Advisory Services
Colorado
– -$9.5K -26 Closed
MIA
1835
Milestone Investment Advisors
Wisconsin
– -$8.04K -22 Closed
PCTC
1836
Perkins Coie Trust Company
Washington
– -$7.67K -21 Closed
SIS
1837
Sound Income Strategies
Florida
– -$7.31K -20 Closed
CSWM
1838
Cassady Schiller Wealth Management
Ohio
– -$7.31K -20 Closed
WPWM
1839
Western Pacific Wealth Management
Illinois
– -$4.75K -13 Closed
MCM
1840
Magnolia Capital Management
New York
– -$3K -9 Closed
FAM
1841
Flaharty Asset Management
Florida
– -$2.92K -8 Closed
BWS
1842
Buck Wealth Strategies
Colorado
– -$2.63K -7 Closed
MIM
1843
Macroview Investment Management
Maryland
– -$1.83K -5 Closed
HWP
1844
Hibernia Wealth Partners
Louisiana
– -$1.83K -5 Closed
Legacy Financial Group (Iowa)
1845
Legacy Financial Group (Iowa)
Iowa
– -$1.46K -4 Closed
PCM
1846
Perritt Capital Management
Illinois
– -$1.1K -3 Closed
NC
1847
NewSquare Capital
Pennsylvania
– -$1.1K -3 Closed
RFA
1848
Register Financial Advisors
Georgia
– -$733 -2 Closed
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