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S&P Global
SPGI

Overview Fund Activity

1,612 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, 610 increasing their positions, 603 reducing their positions, and 103 closing their positions.

Holders
1,612
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.43%
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
610
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.69B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.16B
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$457M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$149M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$11M
2
BlackRock
2
BlackRock
New York
$9.95B
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.13B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
ClearBridge Investments
26
ClearBridge Investments
New York
$804M 2,006,511 -87,687 -4%
Amundi
27
Amundi
France
$803M 2,022,924 -204,911 -9%
Jennison Associates
28
Jennison Associates
New York
$770M 1,921,164 -269,474 -12%
Charles Schwab
29
Charles Schwab
California
$717M 1,789,606 -876 -0%
VFCM
30
Valley Forge Capital Management
Florida
$664M 1,655,561 +262,908 +19%
UBS AM
31
UBS AM
Illinois
$660M 1,915,582 – –
LP
32
Longview Partners
Guernsey
$617M 1,538,395 -38,390 -2%
American Century Companies
33
American Century Companies
Missouri
$602M 1,501,228 +4,921 +0.3%
Artisan Partners
34
Artisan Partners
Wisconsin
$584M 1,457,756 +341,076 +31%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$575M 1,435,317 -2,553 -0.2%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$575M 1,434,398 +21,482 +2%
Baillie Gifford & Co
37
Baillie Gifford & Co
United Kingdom
$571M 1,425,005 -34,192 -2%
RCWMU
38
Rothschild & Co Wealth Management (UK)
United Kingdom
$553M 1,378,903 -214,807 -13%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$549M 1,368,728 -23,570 -2%
Wells Fargo
40
Wells Fargo
California
$547M 1,364,869 +11,480 +0.8%
Fayez Sarofim & Co
41
Fayez Sarofim & Co
Texas
$544M 1,356,766 -13,895 -1%
Bessemer Group
42
Bessemer Group
New Jersey
$483M 1,205,861 +92,101 +8%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$478M 1,191,907 -75,816 -6%
Principal Financial Group
44
Principal Financial Group
Iowa
$476M 1,186,545 -73,279 -6%
Lazard Asset Management
45
Lazard Asset Management
New York
$474M 1,181,698 -44,901 -4%
Newport Trust Company
46
Newport Trust Company
District of Columbia
$474M 1,181,392 -21,379 -2%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$457M 1,151,498 +442,956 +63%
Allianz Asset Management
48
Allianz Asset Management
Germany
$457M 1,138,917 +15,035 +1%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$450M 1,121,563 +96,257 +9%
Deutsche Bank
50
Deutsche Bank
Germany
$449M 1,120,493 -135,207 -11%
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