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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 %
GT
351
Greenleaf Trust
Michigan
$16.5M -$24.5K -71 -0.1%
PAI
352
Pittenger & Anderson Inc
Nebraska
$16.4M +$209K +607 +1%
SAM
353
Shell Asset Management
Netherlands
$16.3M +$420K +1,217 +3%
FMI
354
Factory Mutual Insurance
Massachusetts
$16.3M +$16.3M +47,200 New
MOACM
355
Mutual of America Capital Management
New York
$16.2M -$159K -460 -1%
GI
356
GAMCO Investors
Connecticut
$16.2M -$4.98M -14,451 -23%
EWA
357
Exencial Wealth Advisors
Oklahoma
$15.8M -$211K -612 -1%
TAM
358
Troy Asset Management
United Kingdom
$15.7M – – –
SCA
359
Snowden Capital Advisors
New York
$15.4M -$231K -669 -1%
WT
360
Washington Trust
Rhode Island
$15.4M +$1.33M +3,848 +9%
AM
361
AGF Management
Ontario, Canada
$15.2M -$3.52M -10,200 -19%
GIBU
362
Gulf International Bank (UK)
United Kingdom
$15.2M -$4.39M -12,728 -22%
VC
363
Vestor Capital
Illinois
$15.2M +$10.9M +31,731 +260%
Assenagon Asset Management
364
Assenagon Asset Management
Luxembourg
$14.9M +$2.71M +7,869 +22%
CWM
365
CIBC World Markets
New York
$14.9M -$32.7M -94,903 -69%
NLGIA
366
Nippon Life Global Investors Americas
New York
$14.9M -$128K -370 -0.8%
NSLI
367
Nan Shan Life Insurance
Taiwan
$14.7M +$1.47M +4,266 +11%
PAM
368
Peak Asset Management
Colorado
$14.5M -$82.7K -240 -0.6%
SSWM
369
Smith Salley Wealth Management
North Carolina
$14.5M +$536K +1,554 +4%
MC
370
Minot Capital
Colorado
$14M – – –
BL
371
Bleichroeder LP
New York
$13.8M – – –
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$13.8M -$2.37M -6,868 -15%
X
373
Xponance
Pennsylvania
$13.7M -$750K -2,174 -5%
Luther King Capital Management (LKCM)
374
Luther King Capital Management (LKCM)
Texas
$13.6M +$102K +297 +0.8%
MCM
375
Maple Capital Management
Vermont
$13.4M +$117K +340 +0.9%
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15
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