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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 %
MC
426
Middleton & Co
Massachusetts
$9.31M -$131K -358 -1%
CNAM
427
Campbell Newman Asset Management
Wisconsin
$9.3M +$19.7K +54 +0.2%
OPERF
428
Oregon Public Employees Retirement Fund
Oregon
$9.21M -$110K -300 -1%
PGFC
429
Peapack-Gladstone Financial Corp
New Jersey
$9.16M -$89.9K -246 -1%
EDRH
430
Edmond de Rothschild Holding
Switzerland
$9.16M -$509K -1,392 -5%
Envestnet Portfolio Solutions
431
Envestnet Portfolio Solutions
Illinois
$9.15M +$9.15M +25,043 New
MSRPS
432
Maryland State Retirement & Pension System
Maryland
$9.03M +$73.8K +202 +0.8%
GT
433
Glenview Trust
Kentucky
$8.94M +$551K +1,507 +7%
OSAM
434
O'Shaughnessy Asset Management
Connecticut
$8.94M +$1.32M +3,623 +17%
CCFCSB
435
Cape Cod Five Cents Savings Bank
Massachusetts
$8.89M +$4.23M +11,575 +91%
DCM
436
Dupont Capital Management
Delaware
$8.85M -$12.8M -35,104 -59%
CBT
437
Central Bank & Trust
Kentucky
$8.83M -$191K -524 -2%
CCM
438
Corsair Capital Management
New York
$8.8M -$83.7K -229 -0.9%
SRC
439
Stone Run Capital
New York
$8.79M -$235K -643 -3%
SWM
440
Segment Wealth Management
Texas
$8.68M +$292K +798 +3%
GC
441
Guggenheim Capital
Illinois
$8.63M -$60.3K -165 -0.7%
VPIM
442
Vanguard Personalized Indexing Management
California
$8.63M +$873K +2,388 +11%
SAM
443
Sawgrass Asset Management
Florida
$8.6M -$422K -1,156 -5%
SAM
444
Securian Asset Management
Minnesota
$8.53M -$1.28M -3,492 -13%
BPCE
445
Bank Pictet & Cie (Europe)
Germany
$8.45M +$8.45M +23,118 New
GP
446
Girard Partners
Pennsylvania
$8.43M +$143K +392 +2%
PNAA
447
Pictet North America Advisors
Switzerland
$8.39M +$3.64M +9,958 +77%
TPM
448
Totem Point Management
New York
$8.32M -$1.46M -3,986 -15%
API
449
Advisor Partners II
California
$8.31M +$828K +2,267 +11%
DC
450
Davenport & Co
Virginia
$8.3M -$659K -1,804 -7%
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