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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 %
YL
276
YCG LLC
Texas
$31.9M -$42.5K -106 -0.1%
SBH
277
Segall Bryant & Hamill
Illinois
$31.6M -$2.76M -6,897 -8%
LOAME
278
Lombard Odier Asset Management (Europe)
United Kingdom
$31.3M +$21M +52,360 +204%
AWM
279
AE Wealth Management
Kansas
$31.2M +$8.02M +19,999 +35%
AA
280
ALPS Advisors
Colorado
$31.1M -$982K -2,449 -3%
TPSF
281
Texas Permanent School Fund
Texas
$30.9M +$3.37M +8,416 +12%
BFS
282
Bradley Foster & Sargent
Connecticut
$30.1M +$5.28M +13,175 +21%
Retirement Systems of Alabama
283
Retirement Systems of Alabama
Alabama
$29.9M -$9.12M -22,756 -23%
WIM
284
Weitz Investment Management
Nebraska
$29.6M – – –
CAG
285
Crestwood Advisors Group
Massachusetts
$29M +$229K +572 +0.8%
Public Sector Pension Investment Board (PSP Investments)
286
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.9M -$2.01M -5,011 -6%
CF
287
Canoe Financial
Alberta, Canada
$28.8M +$1.52M +3,800 +6%
ATN
288
AMF Tjänstepension
Sweden
$28.5M -$5.47M -13,631 -16%
UIM
289
USS Investment Management
United Kingdom
$28.3M – – –
Point72 Asset Management
290
Point72 Asset Management
Connecticut
$28.3M +$8.6M +21,459 +44%
CGPCS
291
Capital Group Private Client Services
California
$28.1M +$360K +899 +1%
TRSOTSOK
292
Teachers Retirement System of the State of Kentucky
Kentucky
$27.8M -$222K -554 -0.8%
TF
293
TIAA FSB
Florida
$27.6M -$340K -849 -1%
CWM
294
CIBC World Markets
New York
$26.8M +$9.48M +23,658 +55%
IGAM
295
iA Global Asset Management
Quebec, Canada
$26.8M +$26.8M +66,865 New
YCM
296
Yousif Capital Management
Michigan
$26.8M +$336K +839 +1%
FRAF
297
Första AP-fonden
Sweden
$26.7M -$281K -700 -1%
CIBC Asset Management
298
CIBC Asset Management
Ontario, Canada
$26.3M -$297K -742 -1%
Connor, Clark & Lunn Investment Management (CC&L)
299
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$26.3M -$21.4M -53,330 -45%
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$25.9M +$534K +1,333 +2%
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