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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 %
PR
326
Payden & Rygel
California
$22.9M +$6.65M +15,100 +41%
Pathstone Holdings
327
Pathstone Holdings
New Jersey
$22.8M +$22.8M +51,709 New
CIBC World Market
328
CIBC World Market
Ontario, Canada
$22.7M -$125K -284 -0.5%
TRCT
329
Tower Research Capital (TRC)
New York
$22.4M +$16.5M +37,466 +279%
BCI
330
Brinker Capital Investments
Pennsylvania
$22.4M -$1.62M -3,760 -7%
OPS
331
Orion Portfolio Solutions
Nebraska
$22.4M -$1.62M -3,760 -7%
NYLIM
332
New York Life Investment Management
New York
$22.4M +$44.1K +100 +0.2%
Public Sector Pension Investment Board (PSP Investments)
333
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$22.3M -$11M -25,033 -33%
CAM
334
Cresset Asset Management
Illinois
$22.2M +$29.1K +66 +0.1%
RC
335
RBF Capital
California
$22M – – –
BFO
336
Boston Family Office
Massachusetts
$22M +$178K +405 +0.8%
MGIM
337
M&G Investment Management
United Kingdom
$21.8M -$24.7K -56 -0.1%
Public Employees Retirement Association of Colorado
338
Public Employees Retirement Association of Colorado
Colorado
$21.6M -$652K -1,481 -3%
PAI
339
Pittenger & Anderson Inc
Nebraska
$21.5M +$278K +631 +1%
LOAME
340
Lombard Odier Asset Management (Europe)
United Kingdom
$21.5M -$4.65M -10,549 -18%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.5M -$5.39M -12,237 -20%
Commonwealth Equity Services
342
Commonwealth Equity Services
Massachusetts
$21.3M +$1.47M +3,326 +7%
FMI
343
Factory Mutual Insurance
Massachusetts
$20.8M – – –
LIC
344
Laurus Investment Counsel
Canada
$20.4M – – –
WT
345
Washington Trust
Rhode Island
$20.3M +$176K +399 +0.9%
BPCE
346
Bank Pictet & Cie (Europe)
Germany
$20.2M +$10M +22,736 +98%
EWA
347
Exencial Wealth Advisors
Oklahoma
$20.2M +$300K +680 +2%
SSWM
348
Smith Salley Wealth Management
North Carolina
$20M +$583K +1,324 +3%
X
349
Xponance
Pennsylvania
$20M +$911K +2,069 +5%
SMDAM
350
Sumitomo Mitsui DS Asset Management
Japan
$19.7M -$42.3K -96 -0.2%
12 13
14
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