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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 630 increasing their positions, 598 reducing their positions, and 105 closing their positions.

Holders
1,613
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.72%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
630
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
Wells Fargo
2
Wells Fargo
California
$857M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
3
Goldman Sachs
New York
$870M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$8.89B
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Cantillon Capital Management
New York
$791M 2,164,630 -8,501 -0.4%
Amundi
27
Amundi
France
$745M 2,048,793 +25,869 +1%
UBS AM
28
UBS AM
Illinois
$731M 1,999,865 +84,283 +4%
Charles Schwab
29
Charles Schwab
California
$652M 1,783,321 -6,285 -0.4%
VFCM
30
Valley Forge Capital Management
Florida
$605M 1,655,561 – –
ClearBridge Investments
31
ClearBridge Investments
New York
$597M 1,634,420 -372,091 -19%
LP
32
Longview Partners
Guernsey
$564M 1,542,714 +4,319 +0.3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$539M 1,475,727 +40,410 +3%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$533M 1,458,703 +101,937 +8%
CIBC Private Wealth Group
35
CIBC Private Wealth Group
Georgia
$516M 1,412,063 -22,335 -2%
RCWMU
36
Rothschild & Co Wealth Management (UK)
United Kingdom
$510M 1,394,354 +15,451 +1%
Baillie Gifford & Co
37
Baillie Gifford & Co
United Kingdom
$507M 1,388,250 -36,755 -3%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$479M 1,310,564 -58,164 -4%
American Century Companies
39
American Century Companies
Missouri
$446M 1,221,068 -280,160 -19%
Artisan Partners
40
Artisan Partners
Wisconsin
$443M 1,212,968 -244,788 -17%
Bessemer Group
41
Bessemer Group
New Jersey
$441M 1,207,155 +1,294 +0.1%
Newport Trust Company
42
Newport Trust Company
District of Columbia
$436M 1,192,446 +11,054 +0.9%
Lazard Asset Management
43
Lazard Asset Management
New York
$433M 1,185,307 +3,609 +0.3%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$431M 1,179,024 +308,683 +35%
Mackenzie Financial
45
Mackenzie Financial
Ontario, Canada
$431M 1,207,902 +56,404 +5%
Allianz Asset Management
46
Allianz Asset Management
Germany
$424M 1,160,954 +22,037 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$414M 1,131,652 +10,089 +0.9%
IFP
48
Independent Franchise Partners
United Kingdom
$403M 1,103,590 -7,247 -0.7%
Principal Financial Group
49
Principal Financial Group
Iowa
$390M 1,066,614 -119,931 -10%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$388M 1,062,062 -129,845 -11%
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