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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.48B
2
Wells Fargo
Wells Fargo
California
$857M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
Goldman Sachs
New York
$870M
4
Capital World Investors
Capital World Investors
California
$1.03B
5
BlackRock
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
276
1832 Asset Management
Ontario, Canada
$29.6M -$1.33M -3,636 -4%
Select Equity Group
277
Select Equity Group
New York
$29.6M -$6.41M -17,553 -18%
BAMF
278
BI Asset Management Fondsmaeglerselskab
Denmark
$29.3M -$429K -1,174 -1%
BIM
279
Bridges Investment Management
Nebraska
$29.2M -$489K -1,338 -2%
YL
280
YCG LLC
Texas
$29.1M +$5.48K +15 +0%
SBH
281
Segall Bryant & Hamill
Illinois
$28.8M -$54.8K -150 -0.2%
ADEF
282
Adams Diversified Equity Fund
Maryland
$28.8M +$28.8M +78,700 New
IGAM
283
iA Global Asset Management
Quebec, Canada
$28.5M +$4.05M +11,088 +17%
OCAM
284
Onex Canada Asset Management
Ontario, Canada
$27.9M -$2.1M -5,757 -7%
Public Sector Pension Investment Board (PSP Investments)
285
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$27.6M +$1.3M +3,548 +5%
DZ Bank
286
DZ Bank
Germany
$27.4M +$5.33M +14,606 +24%
TPSF
287
Texas Permanent School Fund
Texas
$27.2M -$981K -2,686 -3%
CAG
288
Crestwood Advisors Group
Massachusetts
$27.1M +$583K +1,596 +2%
Retirement Systems of Alabama
289
Retirement Systems of Alabama
Alabama
$26.9M -$354K -970 -1%
SSA
290
Schonfeld Strategic Advisors
New York
$26.8M -$28.6M -78,360 -52%
JPMPWA
291
J.P. Morgan Private Wealth Advisors
California
$26.7M +$26.7M +73,037 New
GC
292
Gillson Capital
Illinois
$26.5M +$26.5M +72,575 New
ET
293
Equitable Trust
Tennessee
$26.4M +$4.16M +11,384 +19%
LCM
294
Laurion Capital Management
New York
$26.1M +$26.1M +71,467 New
WIM
295
Weitz Investment Management
Nebraska
$26.1M -$914K -2,500 -3%
ATN
296
AMF Tjänstepension
Sweden
$26M – – –
CGPCS
297
Capital Group Private Client Services
California
$25.5M -$162K -443 -0.6%
Cerity Partners
298
Cerity Partners
New York
$25.4M -$3.75M -10,255 -13%
TIAA Trust, National Association
299
TIAA Trust, National Association
North Carolina
$25.2M +$25.2M +68,991 New
Janney Montgomery Scott
300
Janney Montgomery Scott
Pennsylvania
$25.1M +$1.4M +3,834 +6%
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