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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 %
MME
351
Meag Munich Ergo
Germany
$17.4M -$3.18M -7,941 -15%
PAM
352
Peak Asset Management
Colorado
$17M +$129K +323 +0.8%
SSWM
353
Smith Salley Wealth Management
North Carolina
$17M +$207K +517 +1%
OCM
354
Oribel Capital Management
New York
$17M -$28.4M -70,900 -63%
X
355
Xponance
Pennsylvania
$17M +$1.04M +2,591 +7%
GI
356
GAMCO Investors
Connecticut
$16.9M -$1.99M -4,971 -11%
NLGIA
357
Nippon Life Global Investors Americas
New York
$16.6M -$746K -1,860 -4%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$16.4M +$1.45M +3,622 +10%
SOADOR
359
State of Alaska Department of Revenue
Alaska
$16.3M -$3.92M -9,787 -19%
Schroder Investment Management Group
360
Schroder Investment Management Group
United Kingdom
$16.2M +$1.17M +2,911 +8%
MC
361
Minot Capital
Colorado
$16.1M -$222K -555 -1%
CCM
362
Cinctive Capital Management
New York
$16.1M +$4.64M +11,567 +40%
BL
363
Bleichroeder LP
New York
$16M – – –
Luther King Capital Management (LKCM)
364
Luther King Capital Management (LKCM)
Texas
$15.9M +$42.5K +106 +0.3%
MCM
365
Maple Capital Management
Vermont
$15.8M +$161K +401 +1%
CNB
366
Czech National Bank
Czech Republic
$15.6M +$22.5K +56 +0.1%
TGCMU
367
Titan Global Capital Management USA
New York
$15.1M +$344K +857 +2%
WP
368
Wedgewood Partners
Missouri
$14.8M -$695K -1,734 -4%
Creative Planning
369
Creative Planning
Kansas
$14.6M +$2.52M +6,291 +21%
PFP
370
Pinnacle Financial Partners
Tennessee
$14.3M +$32.9K +82 +0.2%
Wealthfront Advisers
371
Wealthfront Advisers
California
$13.9M +$1.98M +4,928 +17%
BF
372
BOK Financial
Oklahoma
$13.6M -$271K -676 -2%
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$13.6M -$264K -658 -2%
VF
374
Vest Financial
Virginia
$13.6M +$2.63M +6,615 +24%
CFB
375
Cullen/Frost Bankers
Texas
$13.5M -$692K -1,727 -5%
13 14
15
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