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S&P Global
SPGI

Overview Fund Activity

1,751 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, 624 increasing their positions, 633 reducing their positions, and 96 closing their positions.

Holders
1,751
Holders Change
+138
Holders Change %
+8.56%
% of All Funds
25.67%
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
624
Reduced
633
Closed
96
Calls
$750M
Puts
$1.46B
Net Calls
-$706M
Net Calls Change
-$143M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.41B
2
Citadel Advisors
2
Citadel Advisors
Florida
$460M
3
Capital International Investors
3
Capital International Investors
California
$2.42B
4
Bank of America
4
Bank of America
North Carolina
$2.01B
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$193M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.47B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.13B
4
Jennison Associates
4
Jennison Associates
New York
$287K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$928M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$928M 2,106,993 -385,550 -15%
Amundi
27
Amundi
France
$901M 2,093,387 +44,594 +2%
UBS AM
28
UBS AM
Illinois
$846M 1,920,974 -78,891 -4%
Charles Schwab
29
Charles Schwab
California
$800M 1,816,218 +32,897 +2%
UE
30
Unisphere Establishment
Liechtenstein
$749M 1,700,000 +1,700,000 New
VFCM
31
Valley Forge Capital Management
Florida
$729M 1,655,561 – –
ClearBridge Investments
32
ClearBridge Investments
New York
$729M 1,654,294 +19,874 +1%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$662M 1,502,798 +294,896 +24%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$639M 1,450,185 -25,542 -2%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$635M 1,449,706 -8,997 -0.6%
LP
36
Longview Partners
Guernsey
$634M 1,439,354 -103,360 -7%
Artisan Partners
37
Artisan Partners
Wisconsin
$618M 1,403,726 +190,758 +16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$614M 1,393,089 +261,437 +23%
CIBC Private Wealth Group
39
CIBC Private Wealth Group
Georgia
$610M 1,383,911 -28,152 -2%
RCWMU
40
Rothschild & Co Wealth Management (UK)
United Kingdom
$605M 1,372,778 -21,576 -2%
Baillie Gifford & Co
41
Baillie Gifford & Co
United Kingdom
$576M 1,306,606 -81,644 -6%
Ninety One (UK)
42
Ninety One (UK)
United Kingdom
$564M 1,281,117 -29,447 -2%
Lazard Asset Management
43
Lazard Asset Management
New York
$526M 1,193,681 +8,374 +0.7%
American Century Companies
44
American Century Companies
Missouri
$524M 1,189,573 -31,495 -3%
Newport Trust Company
45
Newport Trust Company
District of Columbia
$518M 1,176,338 -16,108 -1%
Allianz Asset Management
46
Allianz Asset Management
Germany
$497M 1,128,271 -32,683 -3%
Bessemer Group
47
Bessemer Group
New Jersey
$478M 1,086,170 -120,985 -10%
Citadel Advisors
48
Citadel Advisors
Florida
$460M 1,043,937 +992,819 +1,942%
Brown Advisory
49
Brown Advisory
Maryland
$454M 1,029,747 +61,613 +6%
Fiera Capital (Canada)
50
Fiera Capital (Canada)
Quebec, Canada
$451M 1,023,673 -38,389 -4%
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