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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.75B
2
BlackRock
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
4
SGA
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
$1.89M
2
State Street
State Street
Massachusetts
$4.88B
3
N
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
Capital World Investors
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
226
VOYA Investment Management
Georgia
$44.8M -$93.5M -271,285 -68%
NB
227
Norinchukin Bank
Japan
$43.7M +$12.8M +37,058 +41%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$43.5M -$176K -510 -0.4%
PIM
229
Provident Investment Management
Michigan
$43.3M -$540K -1,565 -1%
LPL Financial
230
LPL Financial
California
$43.1M +$3.32M +9,623 +8%
SCP
231
Sandhill Capital Partners
New York
$42.6M +$11.4M +33,050 +37%
Westfield Capital Management
232
Westfield Capital Management
Massachusetts
$42.1M -$1.05M -3,036 -2%
HighTower Advisors
233
HighTower Advisors
Illinois
$42M +$15.9M +46,227 +61%
CM
234
Cercano Management
Washington
$41.7M – – –
BCWM
235
Bartlett & Co Wealth Management
Ohio
$41.4M +$665K +1,928 +2%
BC
236
Bartlett & Co
Ohio
$41.4M +$665K +1,928 +2%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$41.3M +$525K +1,523 +1%
MMH
238
Menora Mivtachim Holdings
Israel
$41.3M +$41.3M +119,690 New
LA
239
LBP AM
France
$41M +$2.34M +6,788 +6%
Connor, Clark & Lunn Investment Management (CC&L)
240
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$41M -$5.3M -15,361 -11%
CF
241
Cypress Funds
California
$40.4M – – –
VDI
242
Vaughan David Investments
Illinois
$40M +$114K +330 +0.3%
ACM
243
Alta Capital Management
Utah
$39.1M -$2M -5,805 -5%
GLA
244
Great Lakes Advisors
Illinois
$39M +$36.3M +105,390 +1,354%
Rafferty Asset Management
245
Rafferty Asset Management
New York
$38.3M -$5.96M -17,283 -13%
CRC
246
Curi RMB Capital
Illinois
$37.8M +$342K +991 +0.9%
DADC
247
D.A. Davidson & Co
Montana
$37.7M +$1.17M +3,388 +3%
Rockefeller Capital Management
248
Rockefeller Capital Management
New York
$37.4M +$19.5M +56,633 +109%
ICP
249
Ironvine Capital Partners
Nebraska
$36.9M +$67.2K +195 +0.2%
AIG
250
American International Group
New York
$36.6M -$231K -670 -0.6%
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