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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 %
JSP
451
Jackson Square Partners
California
$10M -$1.19M -2,703 -11%
SAM
452
Sawgrass Asset Management
Florida
$10M -$326K -739 -3%
BBA
453
BLB&B Advisors
Pennsylvania
$9.99M +$94.7K +215 +1%
PM
454
Phraction Management
Connecticut
$9.95M +$12.3K +28 +0.1%
WTC
455
WhitTier Trust Company
Nevada
$9.89M -$5.73K -13 -0.1%
SIA
456
Sit Investment Associates
Minnesota
$9.88M +$984K +2,234 +11%
Acadian Asset Management
457
Acadian Asset Management
Massachusetts
$9.85M +$4.42M +10,046 +82%
PWC
458
PYA Waltman Capital
Tennessee
$9.84M -$40.1K -91 -0.4%
KWM
459
Kingsview Wealth Management
Oregon
$9.83M +$39.6K +90 +0.4%
DCM
460
Dupont Capital Management
Delaware
$9.79M -$881K -2,001 -8%
Cetera Investment Advisers
461
Cetera Investment Advisers
Illinois
$9.78M +$444K +1,009 +5%
GAM
462
Groupama Asset Management
France
$9.74M +$9.74M +22,110 New
GP
463
Girard Partners
Pennsylvania
$9.74M -$426K -967 -4%
CCM
464
Carderock Capital Management
Maryland
$9.66M +$1.98M +4,490 +26%
AQR Capital Management
465
AQR Capital Management
Connecticut
$9.66M -$2M -4,532 -17%
HIMCH
466
Hartford Investment Management Co (HIMCO)
Connecticut
$9.62M -$340K -772 -3%
DC
467
Davenport & Co
Virginia
$9.55M -$457K -1,038 -5%
CGH
468
Crossmark Global Holdings
Texas
$9.55M -$4.21M -9,563 -31%
AC
469
AMS Capital
Brazil
$9.42M +$115K +261 +1%
Pacer Advisors
470
Pacer Advisors
Pennsylvania
$9.42M +$335K +760 +4%
AAM
471
Advisors Asset Management
Colorado
$9.28M +$378K +859 +4%
MCM
472
Mattern Capital Management
Colorado
$9.27M +$262K +595 +3%
HKAM
473
Horizon Kinetics Asset Management
New York
$9.16M -$2.36M -5,354 -20%
M
474
MOTCO
Texas
$9.11M -$42.7K -97 -0.5%
TPM
475
Totem Point Management
New York
$9.09M -$944K -2,142 -9%
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