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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$261M
2
BlackRock
BlackRock
New York
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
4
SGA
Sustainable Growth Advisers
Connecticut
+$122M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$116M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
-$584M
2
State Street
State Street
Massachusetts
-$295M
3
N
Natixis
France
-$212M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$211M
5
Capital World Investors
Capital World Investors
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
426
Ethic Inc
New York
$9.3M +$3.21M +9,307 +53%
HFS
427
Hantz Financial Services
Michigan
$9.3M +$394K +1,144 +4%
VanEck Associates
428
VanEck Associates
New York
$9.25M +$1.24M +3,597 +15%
Daiwa Securities Group
429
Daiwa Securities Group
Japan
$9.25M +$949K +2,753 +11%
BFM
430
Boothbay Fund Management
New York
$9.19M +$2.07M +6,018 +29%
EMPI
431
Elo Mutual Pension Insurance
Finland
$9.17M +$73.8K +214 +0.8%
FT
432
Fiduciary Trust
Massachusetts
$9.13M +$40.7K +118 +0.4%
SPIA
433
Steward Partners Investment Advisory
New York
$9.12M +$54.5K +158 +0.6%
PE
434
Point72 Europe
United Kingdom
$9.03M -$3.24M -9,400 -26%
HFS
435
Haverford Financial Services
Pennsylvania
$9.03M +$2.29M +6,649 +34%
NEI
436
Northwest & Ethical Investments
Ontario, Canada
$8.98M +$7.76M +22,521 +640%
KRS
437
Kentucky Retirement Systems
Kentucky
$8.97M -$261K -757 -3%
MC
438
Middleton & Co
Massachusetts
$8.94M -$158K -457 -2%
LOAME
439
Lombard Odier Asset Management (Europe)
United Kingdom
$8.86M -$11.9M -34,391 -57%
OPERF
440
Oregon Public Employees Retirement Fund
Oregon
$8.79M -$746K -2,164 -8%
SAM
441
Sawgrass Asset Management
Florida
$8.79M -$286K -830 -3%
MSRPS
442
Maryland State Retirement & Pension System
Maryland
$8.78M -$51K -148 -0.6%
CNAM
443
Campbell Newman Asset Management
Wisconsin
$8.7M -$32.8K -95 -0.4%
PGFC
444
Peapack-Gladstone Financial Corp
New Jersey
$8.69M -$203K -590 -2%
SRC
445
Stone Run Capital
New York
$8.6M +$230K +668 +3%
CBT
446
Central Bank & Trust
Kentucky
$8.58M -$245K -710 -3%
CCM
447
Corsair Capital Management
New York
$8.41M -$1.5M -4,344 -15%
Walleye Trading
448
Walleye Trading
New York
$8.25M +$3.48M +10,088 +73%
BBA
449
BLB&B Advisors
Pennsylvania
$8.04M -$94.5K -274 -1%
FC
450
FORA Capital
Florida
$8.03M +$2.97M +8,615 +59%
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