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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 %
II
301
IFM Investors
Australia
$25.9M +$782K +1,951 +3%
Kayne Anderson Rudnick Investment Management
302
Kayne Anderson Rudnick Investment Management
California
$25.2M -$754K -1,882 -3%
KCM
303
Kornitzer Capital Management
Kansas
$25.1M -$75.8K -189 -0.3%
BCM
304
Bowie Capital Management
Texas
$25M +$1.11M +2,758 +5%
Qube Research & Technologies (QRT)
305
Qube Research & Technologies (QRT)
United Kingdom
$24.6M -$117M -290,886 -83%
ET
306
Equitable Trust
Tennessee
$24.3M -$190K -475 -0.8%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.3M +$3.74M +9,320 +18%
DZ Bank
308
DZ Bank
Germany
$24.3M +$3.43M +8,548 +16%
DCM
309
Dupont Capital Management
Delaware
$23.8M -$360K -897 -1%
FAF
310
Fjarde Ap-fonden
Sweden
$23.6M -$1.88M -4,700 -7%
BCI
311
Brinker Capital Investments
Pennsylvania
$23.6M -$1.32M -3,304 -5%
OPS
312
Orion Portfolio Solutions
Nebraska
$23.6M -$1.32M -3,304 -5%
VC
313
Vestor Capital
Illinois
$23.5M +$5.87M +14,639 +33%
GT
314
Greenleaf Trust
Michigan
$23.2M +$4.03M +10,052 +21%
COPPSERS
315
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22.9M +$560K +1,396 +3%
MGIM
316
M&G Investment Management
United Kingdom
$22.7M -$444K -1,106 -2%
Cambridge Investment Research Advisors
317
Cambridge Investment Research Advisors
Iowa
$22.6M -$92.2K -230 -0.4%
Calamos Advisors
318
Calamos Advisors
Illinois
$22.6M – – –
M&T Bank
319
M&T Bank
New York
$22.4M +$912K +2,274 +4%
CIBC World Market
320
CIBC World Market
Ontario, Canada
$22.4M +$155K +387 +0.7%
Jane Street
321
Jane Street
New York
$22.2M -$53.3M -133,065 -71%
URS
322
Utah Retirement Systems
Utah
$22.1M -$894K -2,230 -4%
GIP
323
Granite Investment Partners
California
$22.1M -$919K -2,292 -4%
WT
324
Whittier Trust
California
$22M -$243K -607 -1%
NMIFOAC
325
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$21.2M – – –
11 12
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