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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 %
D.E. Shaw & Co
351
D.E. Shaw & Co
New York
$19.3M +$18.5M +41,889 +2,068%
MME
352
Meag Munich Ergo
Germany
$19.3M +$55.5K +126 +0.3%
M&T Bank
353
M&T Bank
New York
$19.3M -$4.17M -9,468 -18%
SCA
354
Snowden Capital Advisors
New York
$19.2M -$18.5K -42 -0.1%
VIM
355
Vancity Investment Management
British Columbia, Canada
$19.2M -$3M -6,819 -14%
MOACM
356
Mutual of America Capital Management
New York
$19.1M -$959K -2,177 -5%
PAM
357
Peak Asset Management
Colorado
$18.6M -$46.7K -106 -0.3%
Walleye Capital
358
Walleye Capital
New York
$18.5M +$18.5M +42,103 New
CA
359
Cetera Advisors
Colorado
$18.4M +$381K +866 +2%
AM
360
AGF Management
Ontario, Canada
$18.2M +$239K +543 +1%
Creative Planning
361
Creative Planning
Kansas
$18.1M +$1.22M +2,771 +7%
RBCM
362
Raub Brock Capital Management
California
$18.1M -$4.05M -9,198 -18%
MCM
363
Maple Capital Management
Vermont
$17.9M +$162K +367 +0.9%
Man Group
364
Man Group
United Kingdom
$17.8M +$17.8M +40,305 New
Tudor Investment Corp
365
Tudor Investment Corp
Connecticut
$17.7M +$17.7M +40,240 New
TAM
366
Troy Asset Management
United Kingdom
$17.7M -$1.5M -3,402 -8%
BL
367
Bleichroeder LP
New York
$17.6M – – –
Luther King Capital Management (LKCM)
368
Luther King Capital Management (LKCM)
Texas
$17.6M -$948K -2,152 -5%
EI
369
Ethic Inc
New York
$16.6M +$3.8M +8,616 +30%
MC
370
Montag & Caldwell
Georgia
$16.5M +$2.17M +4,931 +15%
RHAM
371
Round Hill Asset Management
California
$16.5M -$1.22M -2,775 -7%
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$16.5M -$32.6M -74,007 -66%
BWP
373
Barlow Wealth Partners
Kentucky
$16.5M +$16.5M +37,347 New
PCH
374
Polar Capital Holdings
United Kingdom
$16.3M +$2.1M +4,761 +15%
PFP
375
Pinnacle Financial Partners
Tennessee
$16.2M +$268K +609 +2%
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15
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