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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 %
WT
326
Whittier Trust
California
$19.1M +$652K +1,890 +4%
CIBC World Market
327
CIBC World Market
Ontario, Canada
$19.1M -$3.23M -9,359 -14%
Public Employees Retirement Association of Colorado
328
Public Employees Retirement Association of Colorado
Colorado
$18.9M -$1.07M -3,113 -5%
OCM
329
Oribel Capital Management
New York
$18.6M +$4.21M +25,600 +29%
LIC
330
Laurus Investment Counsel
Canada
$18.5M -$177K -380 -0.9%
M&T Bank
331
M&T Bank
New York
$18.5M -$238K -690 -1%
IGM
332
Incline Global Management
New York
$18.2M +$13.1M +37,875 +253%
NMIFOAC
333
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$18.2M – – –
ECM
334
ExodusPoint Capital Management
New York
$18.1M +$14.5M +42,175 +414%
PAM
335
PineStone Asset Management
Quebec, Canada
$18M +$18M +52,283 New
RBCM
336
Raub Brock Capital Management
California
$18M +$808K +2,343 +5%
DZ Bank
337
DZ Bank
Germany
$17.9M +$5.81M +16,870 +48%
NYLIM
338
New York Life Investment Management
New York
$17.9M -$221K -640 -1%
PNC
339
Park National Corp
Ohio
$17.8M -$227K -657 -1%
FDCDDQ
340
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7M +$5.66M +16,423 +47%
MME
341
Meag Munich Ergo
Germany
$17.7M +$14.4M +41,833 +438%
VIM
342
Vancity Investment Management
British Columbia, Canada
$17.4M +$336K +975 +2%
SOADOR
343
State of Alaska Department of Revenue
Alaska
$17.4M -$450K -1,305 -3%
Mariner
344
Mariner
Kansas
$17.4M -$233K -675 -1%
RHAM
345
Round Hill Asset Management
California
$17.3M -$2.11M -6,112 -11%
RC
346
RBF Capital
California
$17.2M – – –
EAM
347
Erste Asset Management
Austria
$17M -$26.3M -76,876 -61%
Point72 Asset Management
348
Point72 Asset Management
Connecticut
$16.9M -$98.6M -285,922 -85%
OAM
349
Oppenheimer Asset Management
New York
$16.8M +$636K +1,846 +4%
BFO
350
Boston Family Office
Massachusetts
$16.7M +$306K +887 +2%
12 13
14
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