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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 %
Public Employees Retirement Association of Colorado
326
Public Employees Retirement Association of Colorado
Colorado
$21.1M -$851K -2,124 -4%
LIC
327
Laurus Investment Counsel
Canada
$21M -$45.2K -85 -0.2%
RBCM
328
Raub Brock Capital Management
California
$21M +$96.2K +240 +0.5%
Mariner
329
Mariner
Kansas
$20.8M +$606K +1,511 +3%
NYLIM
330
New York Life Investment Management
New York
$20.6M -$208K -518 -1%
OAM
331
Oppenheimer Asset Management
New York
$20.6M +$991K +2,471 +5%
EAM
332
Erste Asset Management
Austria
$20.2M +$473K +1,194 +2%
VIM
333
Vancity Investment Management
British Columbia, Canada
$20.2M – – –
RC
334
RBF Capital
California
$20M – – –
BFO
335
Boston Family Office
Massachusetts
$19.9M +$483K +1,206 +2%
PNC
336
Park National Corp
Ohio
$19.9M -$819K -2,043 -4%
CAM
337
Cresset Asset Management
Illinois
$19.4M +$18.6M +46,382 +2,368%
PAI
338
Pittenger & Anderson Inc
Nebraska
$19.2M +$77.4K +193 +0.4%
DILIC
339
Dai-ichi Life Insurance Company
Japan
$19.1M -$5.33M -13,283 -22%
MOACM
340
Mutual of America Capital Management
New York
$18.9M +$29.7K +74 +0.2%
FMI
341
Factory Mutual Insurance
Massachusetts
$18.9M – – –
EWA
342
Exencial Wealth Advisors
Oklahoma
$18.5M +$67.4K +168 +0.4%
SAM
343
Shell Asset Management
Netherlands
$18.4M -$503K -1,254 -3%
RHAM
344
Round Hill Asset Management
California
$18.4M -$1.76M -4,390 -9%
WT
345
Washington Trust
Rhode Island
$18.2M +$259K +645 +1%
SCA
346
Snowden Capital Advisors
New York
$17.9M -$47.3K -118 -0.3%
Commonwealth Equity Services
347
Commonwealth Equity Services
Massachusetts
$17.8M -$1.06M -2,635 -6%
AM
348
AGF Management
Ontario, Canada
$17.6M -$75.8K -189 -0.4%
SMDAM
349
Sumitomo Mitsui DS Asset Management
Japan
$17.5M +$2.71M +6,766 +18%
TAM
350
Troy Asset Management
United Kingdom
$17.5M -$825K -2,059 -5%
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