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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$261M
2
BlackRock
BlackRock
New York
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
4
SGA
Sustainable Growth Advisers
Connecticut
+$122M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$116M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
-$584M
2
State Street
State Street
Massachusetts
-$295M
3
N
Natixis
France
-$212M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$211M
5
Capital World Investors
Capital World Investors
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
E
301
Ergoteles
New York
$22.4M -$1.25M -3,631 -5%
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$22.3M +$756K +2,194 +4%
FAF
303
Fjarde Ap-fonden
Sweden
$21.9M -$1.72M -5,000 -7%
Janney Montgomery Scott
304
Janney Montgomery Scott
Pennsylvania
$21.9M -$107K -309 -0.5%
KCM
305
Kornitzer Capital Management
Kansas
$21.6M -$764K -2,215 -3%
II
306
IFM Investors
Australia
$21.6M +$256K +743 +1%
BCI
307
Brinker Capital Investments
Pennsylvania
$21.4M +$1.93M +5,594 +10%
OPS
308
Orion Portfolio Solutions
Nebraska
$21.4M +$20.7M +60,180 +3,039%
Man Group
309
Man Group
United Kingdom
$21.4M -$23.3M -69,420 Closed
BFS
310
Bradley Foster & Sargent
Connecticut
$21.3M +$18.2M +52,709 +578%
ET
311
Equitable Trust
Tennessee
$21.1M -$2.28M -6,601 -10%
LP
312
LMR Partners
United Kingdom
$21M -$10.5M -30,413 -33%
DILIC
313
Dai-ichi Life Insurance Company
Japan
$21M -$716K -2,078 -3%
DCM
314
Dupont Capital Management
Delaware
$20.8M +$1.54M +4,458 +8%
BCM
315
Bowie Capital Management
Texas
$20.6M +$1.38M +4,000 +7%
PI
316
PineBridge Investments
New York
$20.2M +$1.08M +3,133 +6%
AWM
317
AE Wealth Management
Kansas
$20M -$110K -318 -0.5%
MGIM
318
M&G Investment Management
United Kingdom
$19.9M +$2.34M +6,786 +13%
IAIM
319
Industrial Alliance Investment Management
Quebec, Canada
$19.8M +$6.3M +18,277 +47%
GIP
320
Granite Investment Partners
California
$19.8M -$4.52M -13,122 -19%
URS
321
Utah Retirement Systems
Utah
$19.8M -$188K -545 -0.9%
HF
322
HRT Financial
New York
$19.7M -$4.42M -12,816 -18%
Cambridge Investment Research Advisors
323
Cambridge Investment Research Advisors
Iowa
$19.5M +$76.9K +223 +0.4%
Calamos Advisors
324
Calamos Advisors
Illinois
$19.4M -$2.43M -7,036 -11%
COPPSERS
325
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.2M -$165K -480 -0.9%
11 12
13
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