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
+$1.91B
2
Citadel Advisors
Citadel Advisors
Florida
+$437M
3
Capital International Investors
Capital International Investors
California
+$272M
4
Bank of America
Bank of America
North Carolina
+$226M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$151M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$806M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Jennison Associates
Jennison Associates
New York
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
Sather Financial Group
Texas
$53M +$319K +725 +0.6%
Marshall Wace
227
Marshall Wace
United Kingdom
$52.5M +$22.3M +50,663 +74%
VOYA Investment Management
228
VOYA Investment Management
Georgia
$52.3M -$2.07M -4,707 -4%
ZIG
229
Zurich Insurance Group
Switzerland
$52M -$14.2M -32,188 -21%
VDI
230
Vaughan David Investments
Illinois
$51.7M -$26.9K -61 -0.1%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$50.6M +$2.49M +5,660 +5%
ATN
232
AMF Tjänstepension
Sweden
$50.3M +$19M +43,200 +61%
BCIM
233
British Columbia Investment Management
British Columbia, Canada
$50M -$3.69M -8,366 -7%
DADC
234
D.A. Davidson & Co
Montana
$49.4M -$196K -446 -0.4%
HCM
235
Howland Capital Management
Massachusetts
$47.5M +$3.76M +8,530 +9%
CRC
236
Curi RMB Capital
Illinois
$47.2M -$1.13M -2,568 -2%
Comerica Bank
237
Comerica Bank
Texas
$46.8M -$1.8M -4,080 -4%
Axa
238
Axa
France
$46.5M -$5.73M -12,997 -11%
SH
239
SeaTown Holdings
Singapore
$46.2M +$834K +1,893 +2%
ACM
240
Alta Capital Management
Utah
$46.1M -$1.92M -4,362 -4%
SCP
241
Sandhill Capital Partners
New York
$45.6M -$8.84M -20,071 -16%
AIG
242
American International Group
New York
$45.1M -$1.51M -3,425 -3%
Calamos Advisors
243
Calamos Advisors
Illinois
$44.9M -$960K -2,180 -2%
ICP
244
Ironvine Capital Partners
Nebraska
$44.5M -$2.28M -5,180 -5%
EWA
245
EP Wealth Advisors
California
$43.7M +$832K +1,888 +2%
DP
246
Dearborn Partners
Illinois
$43.7M -$856K -1,943 -2%
LA
247
LBP AM
France
$43.1M -$5.68M -12,892 -12%
NB
248
Norinchukin Bank
Japan
$42.5M -$13.5M -30,631 -24%
Cerity Partners
249
Cerity Partners
New York
$42.1M +$11.5M +26,121 +38%
Susquehanna International Group
250
Susquehanna International Group
Pennsylvania
$41.6M -$22.7M -51,458 -35%
8 9
10
11 12