SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,560 hedge funds and large institutions have $93.9B invested in S&P Global in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 540 increasing their positions, 625 reducing their positions, and 80 closing their positions.

Holders
1,560
Holders Change
+68
Holders Change %
+4.56%
% of All Funds
25.17%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.11%
New
176
Increased
540
Reduced
625
Closed
80
Calls
$614M
Puts
$617M
Net Calls
-$3.17M
Net Calls Change
+$295M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.45B
2
Newport Trust Company
2
Newport Trust Company
District of Columbia
$402M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.89B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$233M
5
Millennium Management
5
Millennium Management
New York
$353M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$871M
2
BlackRock
2
BlackRock
New York
$8.44B
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$2.52M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$270M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.77B
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$646M -$46.9M -139,973 -7%
UBS AM
27
UBS AM
Illinois
$643M -$19.5M -58,229 -3%
Charles Schwab
28
Charles Schwab
California
$601M +$5.31M +15,856 +0.9%
American Century Companies
29
American Century Companies
Missouri
$578M -$82.5M -246,401 -12%
SGA
30
Sustainable Growth Advisers
Connecticut
$569M +$135M +402,387 +31%
Ninety One (UK)
31
Ninety One (UK)
United Kingdom
$546M -$10.3M -30,722 -2%
Deutsche Bank
32
Deutsche Bank
Germany
$530M +$57.1M +170,392 +12%
Baillie Gifford & Co
33
Baillie Gifford & Co
United Kingdom
$524M -$27.6M -82,494 -5%
Ameriprise
34
Ameriprise
Minnesota
$522M -$18.1M -54,727 -3%
RCWMU
35
Rothschild & Co Wealth Management (UK)
United Kingdom
$520M +$40.2M +120,080 +8%
LP
36
Longview Partners
Guernsey
$509M -$5.72M -17,080 -1%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$508M +$124K +370 +0%
VFCM
38
Valley Forge Capital Management
Florida
$466M +$32.6M +97,378 +8%
Fayez Sarofim & Co
39
Fayez Sarofim & Co
Texas
$458M -$1.44M -4,285 -0.3%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$450M -$20.7M -61,728 -4%
Lazard Asset Management
41
Lazard Asset Management
New York
$448M -$3.47M -10,373 -0.8%
Wells Fargo
42
Wells Fargo
California
$431M +$119K +355 +0%
Principal Financial Group
43
Principal Financial Group
Iowa
$424M -$6.65M -19,859 -2%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$402M +$402M +1,200,307 New
AWA
45
Arete Wealth Advisors
Illinois
$395M -$113M -337 -22%
CS
46
Credit Suisse
Switzerland
$385M +$11.5M +34,412 +3%
IFP
47
Independent Franchise Partners
United Kingdom
$373M -$7.03M -21,002 -2%
FCM
48
Farallon Capital Management
California
$361M +$120M +359,600 +50%
Allianz Asset Management
49
Allianz Asset Management
Germany
$353M -$14.5M -43,272 -4%
Millennium Management
50
Millennium Management
New York
$353M +$213M +634,562 +152%
1
2
3 4 5