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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 %
CP
251
Cumberland Partners
Ontario, Canada
$37.3M -$931K -2,323 -2%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$37M -$51.3M -128,086 -58%
AAM
253
Aureus Asset Management
Massachusetts
$37M -$2.52M -6,277 -6%
RFC
254
Regions Financial Corp
Alabama
$36.8M +$162K +405 +0.4%
EAM
255
EULAV Asset Management
Florida
$36.8M -$25.6M -63,800 -41%
Nisa Investment Advisors
256
Nisa Investment Advisors
Missouri
$36.3M +$1.16M +2,903 +3%
SOMRS
257
State of Michigan Retirement System
Michigan
$36.1M -$80.2K -200 -0.2%
AAP
258
Aristotle Atlantic Partners
Florida
$35.3M +$33.8M +84,409 +2,257%
Osaic Holdings
259
Osaic Holdings
Arizona
$35.3M +$426K +1,061 +1%
AB
260
Amalgamated Bank
New York
$35.3M +$150K +374 +0.4%
TAF
261
Tredje AP-fonden
Sweden
$34.9M +$754K +1,881 +2%
National Bank of Canada
262
National Bank of Canada
Quebec, Canada
$34.8M -$60.9M -153,008 -64%
Teacher Retirement System of Texas
263
Teacher Retirement System of Texas
Texas
$34.3M -$5.15M -12,855 -13%
PI
264
Putnam Investments
Massachusetts
$34.1M +$1.87M +4,660 +6%
1832 Asset Management
265
1832 Asset Management
Ontario, Canada
$34M -$4.9M -12,213 -13%
NP
266
NS Partners
United Kingdom
$33.8M -$1.17M -2,917 -3%
MIM
267
MetLife Investment Management
New Jersey
$33.8M -$235K -585 -0.7%
LCM
268
Lionstone Capital Management
New York
$33.7M – – –
PAM
269
PineStone Asset Management
Quebec, Canada
$33.6M +$12.6M +31,500 +60%
OCAM
270
Onex Canada Asset Management
Ontario, Canada
$32.9M -$1.25M -3,113 -4%
GIA
271
Gateway Investment Advisers
Ohio
$32.8M -$23.8M -59,419 -42%
BAMF
272
BI Asset Management Fondsmaeglerselskab
Denmark
$32.6M -$908K -2,266 -3%
BIM
273
Bridges Investment Management
Nebraska
$32.5M -$361K -900 -1%
VLKIM
274
Van Lanschot Kempen Investment Management
Netherlands
$32.4M +$672K +1,677 +2%
Cerity Partners
275
Cerity Partners
New York
$31.9M +$6.3M +15,706 +25%
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