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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 %
NSLI
401
Nan Shan Life Insurance
Taiwan
$11.3M -$5.79M -14,435 -34%
NEI
402
Northwest & Ethical Investments
Ontario, Canada
$11.2M +$728K +1,815 +7%
HKAM
403
Horizon Kinetics Asset Management
New York
$11.1M -$106K -264 -0.9%
TIM
404
Tikehau Investment Management
France
$11.1M +$11.1M +27,746 New
BVDMP
405
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$11.1M -$2.2M -6,000 -17%
EI
406
Ethic Inc
New York
$11M +$206K +515 +2%
OIAM
407
OFI Invest Asset Management
France
$11M -$3.88B -9,679,588 -100%
Daiwa Securities Group
408
Daiwa Securities Group
Japan
$10.9M +$138K +343 +1%
B
409
Bellecapital
Switzerland
$10.8M +$19.2K +48 +0.2%
TCA
410
Transcend Capital Advisors
New Jersey
$10.8M -$252K -628 -2%
TWC
411
TD Waterhouse Canada
Ontario, Canada
$10.8M -$434K -1,062 -4%
HFS
412
Hantz Financial Services
Michigan
$10.8M +$20.8K +52 +0.2%
EMPI
413
Elo Mutual Pension Insurance
Finland
$10.8M +$160K +399 +2%
SAM
414
Securian Asset Management
Minnesota
$10.8M -$174K -434 -2%
TPM
415
Totem Point Management
New York
$10.7M -$3.34M -8,332 -24%
Los Angeles Capital Management
416
Los Angeles Capital Management
California
$10.7M +$10M +25,025 +1,476%
SPIA
417
Steward Partners Investment Advisory
New York
$10.6M +$4.41K +11 +0%
EDRH
418
Edmond de Rothschild Holding
Switzerland
$10.6M -$380K -947 -3%
KRS
419
Kentucky Retirement Systems
Kentucky
$10.6M +$138K +343 +1%
PE
420
Point72 Europe
United Kingdom
$10.5M – – –
Man Group
421
Man Group
United Kingdom
$10.5M +$10.5M +26,197 New
HFS
422
Haverford Financial Services
Pennsylvania
$10.5M -$37.3K -93 -0.4%
JSP
423
Jackson Square Partners
California
$10.4M -$3.35M -8,345 -24%
MC
424
Middleton & Co
Massachusetts
$10.4M -$36.1K -90 -0.3%
OPERF
425
Oregon Public Employees Retirement Fund
Oregon
$10.2M – – –
15 16
17
18 19