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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 %
B
401
Bailard
California
$13.1M +$334K +759 +3%
CII
402
Capital International Inc
California
$13M +$4.74M +10,753 +57%
FFB
403
First Financial Bankshares
Texas
$13M +$13M +29,546 New
SAM
404
Shell Asset Management
Netherlands
$12.9M -$1.25M -2,845 -9%
CAM
405
Clio Asset Management
Virginia
$12.8M -$478K -1,084 -4%
CIS
406
Capital International Sarl
California
$12.8M +$3.31M +7,508 +35%
FT
407
Fiduciary Trust
Massachusetts
$12.6M +$35.7K +81 +0.3%
OSAM
408
O'Shaughnessy Asset Management
Connecticut
$12.6M +$1.79M +4,069 +17%
EMPI
409
Elo Mutual Pension Insurance
Finland
$12.5M +$422K +958 +3%
Squarepoint
410
Squarepoint
New York
$12.5M +$7.63M +17,314 +156%
CAN
411
Cetera Advisor Networks
California
$12.4M +$652K +1,481 +6%
B
412
Bellecapital
Switzerland
$12.2M +$249K +565 +2%
LCM
413
Logan Capital Management
Pennsylvania
$12.1M -$419K -952 -3%
BVDMP
414
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$12.1M – – –
Envestnet Portfolio Solutions
415
Envestnet Portfolio Solutions
Illinois
$12M +$1M +2,272 +9%
OC
416
Oakmont Corp
California
$12M +$9.2M +20,881 +327%
RT
417
Rockland Trust
Massachusetts
$11.9M +$233K +529 +2%
GIBU
418
Gulf International Bank (UK)
United Kingdom
$11.9M -$1.38M -3,123 -10%
EDRH
419
Edmond de Rothschild Holding
Switzerland
$11.8M +$803K +1,822 +7%
MWM
420
Moran Wealth Management
Florida
$11.8M +$11.8M +26,871 New
TWC
421
TD Waterhouse Canada
Ontario, Canada
$11.8M +$304K +688 +3%
APG Asset Management
422
APG Asset Management
Netherlands
$11.8M +$6.7M +16,800 +133%
PI
423
PineBridge Investments
New York
$11.7M +$11.4M +25,869 +4,333%
SPIA
424
Steward Partners Investment Advisory
New York
$11.6M +$283K +643 +2%
IP
425
Interval Partners
New York
$11.6M -$3.2M -7,265 -22%
15 16
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