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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$668M
2
Wells Fargo
Wells Fargo
California
+$358M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$148M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$251M
3
Goldman Sachs
Goldman Sachs
New York
-$240M
4
Capital World Investors
Capital World Investors
California
-$238M
5
BlackRock
BlackRock
New York
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
JAM
401
Jupiter Asset Management
United Kingdom
$10.8M – – –
EI
402
Ethic Inc
New York
$10.6M +$596K +1,632 +6%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$10.6M +$698K +1,911 +7%
B
404
Bailard
California
$10.6M +$14.3K +39 +0.1%
FT
405
Fiduciary Trust
Massachusetts
$10.5M -$8.04K -22 -0.1%
BVDMP
406
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.4M – – –
LCM
407
Logan Capital Management
Pennsylvania
$10.4M -$566K -1,548 -5%
EMPI
408
Elo Mutual Pension Insurance
Finland
$10M +$170K +464 +2%
HFS
409
Hantz Financial Services
Michigan
$9.93M +$55.5K +152 +0.6%
B
410
Bellecapital
Switzerland
$9.89M +$7.67K +21 +0.1%
BBA
411
Baader Bank Aktiengesellschaft
Germany
$9.88M -$741K -2,029 -7%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$9.85M -$190K -503 -2%
CAN
413
Cetera Advisor Networks
California
$9.72M +$1.59M +4,354 +20%
RT
414
Rockland Trust
Massachusetts
$9.69M +$780K +2,134 +9%
AQR Capital Management
415
AQR Capital Management
Connecticut
$9.67M -$1.65M -4,521 -15%
TCA
416
Transcend Capital Advisors
New Jersey
$9.65M -$227K -620 -2%
WP
417
Wedgewood Partners
Missouri
$9.59M -$3.92M -10,733 -29%
PFO
418
Pathstone Family Office
New Jersey
$9.58M +$5.23M +14,310 +120%
KRS
419
Kentucky Retirement Systems
Kentucky
$9.56M -$71.6K -196 -0.7%
HKAM
420
Horizon Kinetics Asset Management
New York
$9.55M -$602K -1,647 -6%
HFS
421
Haverford Financial Services
Pennsylvania
$9.51M -$21.2K -58 -0.2%
MML Investors Services
422
MML Investors Services
Massachusetts
$9.42M +$152K +415 +2%
SPIA
423
Steward Partners Investment Advisory
New York
$9.4M -$271K -741 -3%
BF
424
BOK Financial
Oklahoma
$9.34M -$2.49M -7,120 -21%
JSP
425
Jackson Square Partners
California
$9.32M -$155K -425 -2%
15 16
17
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