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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 %
CNAM
426
Campbell Newman Asset Management
Wisconsin
$10.2M +$66.1K +165 +0.7%
MML Investors Services
427
MML Investors Services
Massachusetts
$10.2M +$1.17M +2,926 +13%
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$10.2M +$48.1K +120 +0.5%
CBT
429
Central Bank & Trust
Kentucky
$9.9M -$77.8K -194 -0.8%
SRC
430
Stone Run Capital
New York
$9.9M -$100K -250 -1%
SAM
431
Sawgrass Asset Management
Florida
$9.9M -$321K -800 -3%
DGAM
432
Desjardins Global Asset Management
Quebec, Canada
$9.84M +$5.05M +12,587 +105%
DC
433
Davenport & Co
Virginia
$9.83M -$1.41M -3,517 -13%
MSRPS
434
Maryland State Retirement & Pension System
Maryland
$9.83M -$387K -966 -4%
RT
435
Rockland Trust
Massachusetts
$9.78M +$890K +2,220 +10%
CCM
436
Corsair Capital Management
New York
$9.75M -$29.3K -73 -0.3%
HWAM
437
Hennion & Walsh Asset Management
New Jersey
$9.55M -$1.97M -4,917 -17%
GC
438
Guggenheim Capital
Illinois
$9.53M +$2.58M +6,430 +37%
HIMCH
439
Hartford Investment Management Co (HIMCO)
Connecticut
$9.4M -$1.72M -4,283 -15%
CIS
440
Capital International Sarl
California
$9.29M +$531K +1,325 +6%
Assenagon Asset Management
441
Assenagon Asset Management
Luxembourg
$9.28M -$8.06M -20,110 -46%
GT
442
Glenview Trust
Kentucky
$9.21M +$398K +992 +5%
SWM
443
Segment Wealth Management
Texas
$9.2M -$38.1K -95 -0.4%
GP
444
Girard Partners
Pennsylvania
$9.09M +$385K +961 +4%
BBA
445
BLB&B Advisors
Pennsylvania
$9.03M -$327K -815 -3%
CII
446
Capital International Inc
California
$8.97M +$1.22M +3,050 +16%
PM
447
Phraction Management
Connecticut
$8.96M +$35.7K +89 +0.4%
WTC
448
WhitTier Trust Company
Nevada
$8.93M +$78.6K +196 +0.9%
CAN
449
Cetera Advisor Networks
California
$8.92M -$120K -300 -1%
KWM
450
Kingsview Wealth Management
Oregon
$8.9M +$45.3K +113 +0.5%
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