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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 %
PAS
376
Professional Advisory Services
Florida
$13.4M -$188K -469 -1%
GIBU
377
Gulf International Bank (UK)
United Kingdom
$13.3M -$4.31M -10,755 -24%
DSAM
378
Dock Street Asset Management
Florida
$13.3M +$1.37M +3,423 +12%
HNB
379
Huntington National Bank
Ohio
$12.9M -$307K -767 -2%
CAPTRUST Financial Advisors
380
CAPTRUST Financial Advisors
North Carolina
$12.8M -$3.2M -7,981 -20%
MYAM
381
Meiji Yasuda Asset Management
Japan
$12.8M -$237K -590 -2%
PIM
382
Progressive Investment Management
Oregon
$12.6M -$188K -470 -1%
NWM
383
Nicola Wealth Management
British Columbia, Canada
$12.5M – – –
CB
384
Commerce Bank
Missouri
$12.5M -$332K -827 -3%
Citadel Advisors
385
Citadel Advisors
Florida
$12.5M -$262M -653,771 -95%
CA
386
Claar Advisors
New York
$12.5M -$2.18M -5,450 -15%
JHA
387
Jackson Hill Advisors
Texas
$12.4M +$501K +1,250 +4%
AQR Capital Management
388
AQR Capital Management
Connecticut
$12.4M -$2.45M -6,123 -17%
CIA
389
Covington Investment Advisors
Pennsylvania
$12.3M +$38.1K +95 +0.3%
QIM
390
Quest Investment Management
Oregon
$12.3M -$1.92M -4,800 -14%
AI
391
Atria Investments
North Carolina
$12.3M +$460K +1,147 +4%
CAM
392
Clio Asset Management
Virginia
$12.2M +$12.2M +30,462 New
P2P
393
Phase 2 Partners
California
$12.2M -$390K -974 -3%
LCM
394
Logan Capital Management
Pennsylvania
$12M -$964K -2,405 -7%
JAM
395
Jupiter Asset Management
United Kingdom
$11.9M +$11.9M +29,663 New
PCH
396
Polar Capital Holdings
United Kingdom
$11.8M +$4.37M +10,892 +59%
BPC
397
Banque Pictet & Cie
Switzerland
$11.7M -$1.26M -3,133 -10%
BBA
398
Baader Bank Aktiengesellschaft
Germany
$11.7M -$814K -2,031 -7%
B
399
Bailard
California
$11.6M -$194K -484 -2%
FT
400
Fiduciary Trust
Massachusetts
$11.5M +$866K +2,161 +8%
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16
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