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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 %
HFS
426
Hantz Financial Services
Michigan
$11.6M -$403K -914 -3%
TCA
427
Transcend Capital Advisors
New Jersey
$11.5M -$107K -244 -0.9%
HFS
428
Haverford Financial Services
Pennsylvania
$11.5M +$14.1K +32 +0.1%
BBA
429
Baader Bank Aktiengesellschaft
Germany
$11.4M -$464K -1,054 -4%
CTI
430
Community Trust & Investment
Kentucky
$11.4M +$8.33M +18,912 +268%
KRS
431
Kentucky Retirement Systems
Kentucky
$11.4M -$111K -253 -1%
SWM
432
Segment Wealth Management
Texas
$11.2M +$778K +1,765 +7%
AIM
433
Achmea Investment Management
Netherlands
$11.2M -$3.94M -8,945 -26%
VPIM
434
Vanguard Personalized Indexing Management
California
$11.1M +$746K +1,693 +7%
OPERF
435
Oregon Public Employees Retirement Fund
Oregon
$11.1M +$23.8K +54 +0.2%
PGFC
436
Peapack-Gladstone Financial Corp
New Jersey
$11.1M +$80.2K +182 +0.7%
BF
437
BOK Financial
Oklahoma
$11.1M -$677K -1,536 -6%
CNAM
438
Campbell Newman Asset Management
Wisconsin
$11.1M -$142K -323 -1%
MSRPS
439
Maryland State Retirement & Pension System
Maryland
$11M +$117K +265 +1%
GT
440
Glenview Trust
Kentucky
$11M +$190K +431 +2%
MC
441
Middleton & Co
Massachusetts
$10.9M -$273K -619 -2%
BAMCO Inc
442
BAMCO Inc
New York
$10.8M +$3.25M +7,370 +43%
WP
443
Wedgewood Partners
Missouri
$10.8M -$271K -642 -2%
CBT
444
Central Bank & Trust
Kentucky
$10.6M -$11K -25 -0.1%
Lido Advisors
445
Lido Advisors
California
$10.6M +$8.27M +18,762 +352%
PNAA
446
Pictet North America Advisors
Switzerland
$10.6M +$481K +1,092 +5%
SRC
447
Stone Run Capital
New York
$10.3M -$290K -658 -3%
CWM
448
Calamos Wealth Management
Illinois
$10.2M +$9.85M +22,356 +2,844%
First Trust Advisors
449
First Trust Advisors
Illinois
$10.1M -$14.8M -33,687 -59%
IG
450
ING Group
Netherlands
$10.1M +$10.1M +22,860 New
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