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S&P Global
SPGI

Overview Fund Activity

1,586 hedge funds and large institutions have $95.3B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

Holders
1,586
Holders Change
+26
Holders Change %
+1.67%
% of All Funds
25.39%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
133
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.75B
2
BlackRock
2
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.16B
4
SGA
4
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
1
Okabena Investment Services
Minnesota
$1.89M
2
State Street
2
State Street
Massachusetts
$4.88B
3
N
3
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
5
Capital World Investors
California
$1.19B
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Cantillon Capital Management
New York
$704M 2,043,185 -33,667 -2%
Bank of America
27
Bank of America
North Carolina
$684M 1,984,048 +56,320 +3%
UBS AM
28
UBS AM
Illinois
$660M 1,915,582 -4,094 -0.2%
Ameriprise
29
Ameriprise
Minnesota
$638M 1,869,147 +293,495 +19%
Charles Schwab
30
Charles Schwab
California
$617M 1,790,482 -4,680 -0.3%
RCWMU
31
Rothschild & Co Wealth Management (UK)
United Kingdom
$549M 1,593,710 +40,109 +3%
LP
32
Longview Partners
Guernsey
$544M 1,576,785 +57,829 +4%
American Century Companies
33
American Century Companies
Missouri
$512M 1,496,307 -228,813 -13%
Baillie Gifford & Co
34
Baillie Gifford & Co
United Kingdom
$503M 1,459,197 -105,581 -7%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$496M 1,437,870 -79,500 -5%
VFCM
36
Valley Forge Capital Management
Florida
$480M 1,392,653 – –
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$480M 1,392,298 -237,265 -15%
Fayez Sarofim & Co
38
Fayez Sarofim & Co
Texas
$473M 1,370,661 +2,971 +0.2%
Wells Fargo
39
Wells Fargo
California
$467M 1,353,389 +66,661 +5%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$437M 1,267,723 -76,012 -6%
Principal Financial Group
41
Principal Financial Group
Iowa
$434M 1,259,824 -6,260 -0.5%
Deutsche Bank
42
Deutsche Bank
Germany
$433M 1,255,700 -325,637 -21%
Lazard Asset Management
43
Lazard Asset Management
New York
$423M 1,226,599 -112,328 -8%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$415M 1,202,771 +2,464 +0.2%
FCM
45
Farallon Capital Management
California
$397M 1,151,900 +74,800 +7%
Allianz Asset Management
46
Allianz Asset Management
Germany
$387M 1,123,882 +70,028 +7%
Artisan Partners
47
Artisan Partners
Wisconsin
$385M 1,116,680 +270,544 +32%
Bessemer Group
48
Bessemer Group
New Jersey
$384M 1,113,760 +79,739 +8%
IFP
49
Independent Franchise Partners
United Kingdom
$382M 1,108,862 -4,855 -0.4%
Temasek Holdings
50
Temasek Holdings
Singapore
$358M 1,037,814 – –
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