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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 %
N
376
Natixis
France
$15.9M -$690K -1,567 -4%
DSAM
377
Dock Street Asset Management
Florida
$15.7M -$76.7K -174 -0.5%
SOADOR
378
State of Alaska Department of Revenue
Alaska
$15.4M -$1.63M -3,700 -10%
DILIC
379
Dai-ichi Life Insurance Company
Japan
$15.4M -$4.79M -10,870 -24%
QIM
380
Quest Investment Management
Oregon
$15.3M +$783K +1,777 +5%
GC
381
Guggenheim Capital
Illinois
$14.8M +$4.44M +10,087 +43%
Carson Wealth (CWM LLC)
382
Carson Wealth (CWM LLC)
Nebraska
$14.7M -$47.1K -107 -0.3%
Jane Street
383
Jane Street
New York
$14.6M -$23.1M -52,434 -61%
MYAM
384
Meiji Yasuda Asset Management
Japan
$14.5M -$197K -448 -1%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$14.5M +$381K +866 +3%
NLGIA
386
Nippon Life Global Investors Americas
New York
$14.3M -$3.74M -8,480 -21%
AI
387
Atria Investments
North Carolina
$14.2M -$148K -336 -1%
PAS
388
Professional Advisory Services
Florida
$14.1M -$49.3K -112 -0.3%
CIA
389
Covington Investment Advisors
Pennsylvania
$13.8M +$183K +415 +1%
NWM
390
Nicola Wealth Management
British Columbia, Canada
$13.8M – – –
CA
391
Claar Advisors
New York
$13.7M – – –
CB
392
Commerce Bank
Missouri
$13.7M -$75.8K -172 -0.6%
JHA
393
Jackson Hill Advisors
Texas
$13.7M – – –
PIM
394
Progressive Investment Management
Oregon
$13.6M -$126K -287 -0.9%
HNB
395
Huntington National Bank
Ohio
$13.6M -$447K -1,015 -3%
Daiwa Securities Group
396
Daiwa Securities Group
Japan
$13.5M +$726K +1,648 +6%
MML Investors Services
397
MML Investors Services
Massachusetts
$13.4M +$2.07M +4,697 +18%
EB
398
Eastern Bank
Massachusetts
$13.4M +$9.58M +21,749 +253%
Wealthfront Advisers
399
Wealthfront Advisers
California
$13.2M -$1.79M -4,074 -12%
GI
400
GAMCO Investors
Connecticut
$13.2M -$207K -471 -2%
14 15
16
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