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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
25.68%
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 %
TAF
251
Tredje AP-fonden
Sweden
$41.4M +$2.27M +5,150 +6%
Osaic Holdings
252
Osaic Holdings
Arizona
$41.4M -$10.6M -23,921 -20%
PI
253
Putnam Investments
Massachusetts
$41.2M -$110K -250 -0.3%
EAM
254
EULAV Asset Management
Florida
$40.4M – – –
Nisa Investment Advisors
255
Nisa Investment Advisors
Missouri
$40.3M +$542K +1,231 +1%
ASRS
256
Arizona State Retirement System
Arizona
$40.3M -$569K -1,292 -1%
GA
257
GuoLine Advisory
Singapore
$40.3M +$14M +31,800 +53%
AWM
258
AE Wealth Management
Kansas
$40.3M +$3.48M +7,798 +9%
EAM
259
Erste Asset Management
Austria
$39.6M -$1.55M -3,518 -4%
Schroder Investment Management Group
260
Schroder Investment Management Group
United Kingdom
$39.5M +$17M +38,534 +75%
HWCM
261
Hudson Way Capital Management
Texas
$39.4M -$13.1M -29,800 -25%
RFC
262
Regions Financial Corp
Alabama
$39.2M -$733K -1,665 -2%
SOMRS
263
State of Michigan Retirement System
Michigan
$39.1M -$220K -500 -0.6%
AAP
264
Aristotle Atlantic Partners
Florida
$39M +$330K +748 +0.9%
IGAM
265
iA Global Asset Management
Quebec, Canada
$38.6M +$4.28M +9,710 +12%
AAM
266
Aureus Asset Management
Massachusetts
$38.2M -$419K -952 -1%
QP
267
Quilter Plc
United Kingdom
$37.9M +$420K +951 +1%
NP
268
NS Partners
United Kingdom
$37M +$170K +385 +0.5%
PAM
269
Panagora Asset Management
Massachusetts
$37M +$34.4M +78,114 +1,315%
LCM
270
Lionstone Capital Management
New York
$37M – – –
BAMF
271
BI Asset Management Fondsmaeglerselskab
Denmark
$36.6M +$1.21M +2,741 +3%
GC
272
Gillson Capital
Illinois
$36.5M +$4.52M +10,265 +14%
CP
273
Cumberland Partners
Ontario, Canada
$36.5M +$621K +1,633 +2%
Wealth Enhancement Advisory Services
274
Wealth Enhancement Advisory Services
Minnesota
$35.9M -$9.02M -20,487 -20%
GIA
275
Gateway Investment Advisers
Ohio
$35.9M -$52.9K -120 -0.1%
9 10
11
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