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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 %
FC
451
Fulcrum Capital
Washington
$8.87M -$162K -405 -2%
CS
452
Comerica Securities
Michigan
$8.67M +$71K +177 +0.8%
PWC
453
PYA Waltman Capital
Tennessee
$8.65M -$165K -425 -2%
CGH
454
Crossmark Global Holdings
Texas
$8.6M +$575K +1,466 +7%
RIM
455
Redwood Investment Management
Arizona
$8.6M +$1.33M +3,197 +18%
CQS
456
Credential Qtrade Securities
$8.57M -$381K -951 -4%
VPIM
457
Vanguard Personalized Indexing Management
California
$8.51M +$599K +1,495 +8%
MPIA
458
Mountain Pacific Investment Advisers
Idaho
$8.36M -$163K -406 -2%
OSAM
459
O'Shaughnessy Asset Management
Connecticut
$8.35M +$318K +794 +4%
M
460
MOTCO
Texas
$8.29M +$20K +50 +0.2%
PIM
461
Penobscot Investment Management
Massachusetts
$8.26M -$125K -313 -1%
Pacer Advisors
462
Pacer Advisors
Pennsylvania
$8.22M -$79.4K -198 -1%
API
463
Advisor Partners II
California
$8.21M +$1.38M +3,436 +20%
AAM
464
Advisors Asset Management
Colorado
$8.2M +$93.8K +234 +1%
LSERS
465
Louisiana State Employees Retirement System
Louisiana
$8.14M -$441K -1,100 -5%
SCM
466
Silvant Capital Management
Georgia
$8.13M +$240K +599 +3%
LI
467
LMCG Investments
Massachusetts
$8.01M -$172K -430 -2%
KA
468
Kintegral Advisory
New York
$7.9M – – –
Cetera Investment Advisers
469
Cetera Investment Advisers
Illinois
$7.84M +$165K +411 +2%
OBGC
470
O'Brien Greene & Co
Pennsylvania
$7.77M -$350K -872 -4%
MCM
471
Mattern Capital Management
Colorado
$7.75M +$343K +855 +5%
FHA
472
First Horizon Advisors
Tennessee
$7.73M +$95K +237 +1%
CPH
473
C Partners Holding
Switzerland
$7.7M -$286K -714 -4%
ACM
474
Academy Capital Management
Texas
$7.64M -$48.1K -120 -0.6%
BMM
475
Buffington Mohr McNeal
Idaho
$7.64M -$316K -788 -4%
17 18
19
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