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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$49.3M +$1.15M +2,874 +2%
Axa
227
Axa
France
$48.9M -$7.37M -18,381 -13%
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$48.7M +$613K +1,530 +1%
CM
229
Cercano Management
Washington
$48.5M – – –
CF
230
Cypress Funds
California
$47M – – –
VDI
231
Vaughan David Investments
Illinois
$46.8M +$219K +547 +0.5%
WI
232
Wafra Inc
New York
$46.7M +$8.38M +20,902 +22%
LA
233
LBP AM
France
$46M -$1.74M -4,333 -4%
CRC
234
Curi RMB Capital
Illinois
$44.6M +$596K +1,486 +1%
ACM
235
Alta Capital Management
Utah
$44.2M -$1.31M -3,259 -3%
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$43.9M +$406K +1,012 +0.9%
DADC
237
D.A. Davidson & Co
Montana
$43.8M -$90.2K -225 -0.2%
AIG
238
American International Group
New York
$42.5M -$60.5K -151 -0.1%
ICP
239
Ironvine Capital Partners
Nebraska
$42.5M -$353K -881 -0.8%
Rafferty Asset Management
240
Rafferty Asset Management
New York
$42.2M -$2.27M -5,656 -5%
HWCM
241
Hudson Way Capital Management
Texas
$42.1M -$479K -1,194 -1%
DP
242
Dearborn Partners
Illinois
$40.5M -$16.4K -41 -0%
LP
243
LMR Partners
United Kingdom
$39.9M +$15.4M +38,450 +63%
Select Equity Group
244
Select Equity Group
New York
$39.5M -$21.6M -53,843 -35%
EWA
245
EP Wealth Advisors
California
$38.5M +$32.8M +55,747 +573%
HCM
246
Howland Capital Management
Massachusetts
$38.5M +$2.45M +6,110 +7%
SH
247
SeaTown Holdings
Singapore
$38M +$2.12M +5,300 +6%
FFM
248
Fullerton Fund Management
Singapore
$38M +$46.9K +117 +0.1%
ASRS
249
Arizona State Retirement System
Arizona
$37.6M +$1.13M +2,818 +3%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$37.5M -$34M -84,861 -48%
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