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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 %
YL
276
YCG LLC
Texas
$35.2M +$129K +292 +0.4%
MIM
277
MetLife Investment Management
New Jersey
$35.1M -$800K -1,816 -2%
BIM
278
Bridges Investment Management
Nebraska
$34.9M -$281K -639 -0.8%
AB
279
Amalgamated Bank
New York
$34.9M -$1.53M -3,473 -4%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$34.8M +$33.3M +75,702 +2,274%
ADEF
281
Adams Diversified Equity Fund
Maryland
$34.7M – – –
1832 Asset Management
282
1832 Asset Management
Ontario, Canada
$34.3M -$1.39M -3,150 -4%
RCM
283
Rokos Capital Management
United Kingdom
$34.2M +$34.2M +77,514 New
VF
284
Vest Financial
Virginia
$33.9M +$10.2M +23,242 +43%
CWM
285
CIBC World Markets
New York
$33.1M +$10.1M +22,915 +44%
CAG
286
Crestwood Advisors Group
Massachusetts
$32.8M +$183K +415 +0.6%
TPSF
287
Texas Permanent School Fund
Texas
$32.8M +$31.3K +71 +0.1%
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$32.5M -$6.66M -15,125 -17%
BCM
289
Bowie Capital Management
Texas
$32.4M +$2.59M +5,878 +9%
Retirement Systems of Alabama
290
Retirement Systems of Alabama
Alabama
$31.5M -$956K -2,171 -3%
WIM
291
Weitz Investment Management
Nebraska
$31.4M – – –
ET
292
Equitable Trust
Tennessee
$31.4M -$359K -815 -1%
COPPSERS
293
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$31.3M +$2.43M +5,525 +8%
Teacher Retirement System of Texas
294
Teacher Retirement System of Texas
Texas
$30.5M -$7.12M -16,166 -19%
TIAA Trust, National Association
295
TIAA Trust, National Association
North Carolina
$30.3M -$87.2K -198 -0.3%
Janney Montgomery Scott
296
Janney Montgomery Scott
Pennsylvania
$30.2M +$21.6K +49 +0.1%
BFS
297
Bradley Foster & Sargent
Connecticut
$29.8M -$3.29M -7,461 -10%
FRAF
298
Första AP-fonden
Sweden
$29.6M -$308K -700 -1%
CGPCS
299
Capital Group Private Client Services
California
$29.3M -$1.36M -3,090 -4%
II
300
IFM Investors
Australia
$28.8M -$615K -1,396 -2%
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