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S&P Global
SPGI

Overview Fund Activity

1,811 hedge funds and large institutions have $114B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 691 reducing their positions, and 91 closing their positions.

Holders
1,811
Holders Change
+60
Holders Change %
+3.43%
% of All Funds
26.26%
Holding in Top 10
56
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25.33%
% of All Funds
0.81%
New
173
Increased
702
Reduced
691
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$881M
2
Millennium Management
2
Millennium Management
New York
$478M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$353M
4
Citadel Advisors
4
Citadel Advisors
Florida
$646M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$194M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$943M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.23B
3
Capital World Investors
3
Capital World Investors
California
$808M
4
IFP
4
Independent Franchise Partners
United Kingdom
$0
5
Swedbank
5
Swedbank
Sweden
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$881M +$264M +620,802 +43%
Amundi
27
Amundi
France
$850M -$15.2M -36,829 -2%
UBS AM
28
UBS AM
Illinois
$850M +$32.4M +76,104 +4%
Capital World Investors
29
Capital World Investors
California
$808M -$391M -919,529 -33%
Charles Schwab
30
Charles Schwab
California
$789M +$16.2M +38,108 +2%
UE
31
Unisphere Establishment
Liechtenstein
$723M – – –
VFCM
32
Valley Forge Capital Management
Florida
$704M – – –
Citadel Advisors
33
Citadel Advisors
Florida
$646M +$202M +473,709 +45%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$628M +$35.6M +83,683 +6%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$620M +$3.59M +8,435 +0.6%
ClearBridge Investments
36
ClearBridge Investments
New York
$613M -$90.9M -213,749 -13%
LP
37
Longview Partners
Guernsey
$595M -$16.9M -39,700 -3%
RCWMU
38
Rothschild & Co Wealth Management (UK)
United Kingdom
$584M -$350K -823 -0.1%
Ninety One (UK)
39
Ninety One (UK)
United Kingdom
$576M +$30.9M +72,650 +6%
Mackenzie Financial
40
Mackenzie Financial
Ontario, Canada
$570M -$69.6M -163,653 -11%
UBS Group
41
UBS Group
Switzerland
$559M +$154M +361,779 +38%
Deutsche Bank
42
Deutsche Bank
Germany
$531M +$120M +282,466 +29%
Franklin Resources
43
Franklin Resources
California
$528M +$172M +404,492 +48%
CIBC Private Wealth Group
44
CIBC Private Wealth Group
Georgia
$511M -$80M -187,419 -14%
Newport Trust Company
45
Newport Trust Company
District of Columbia
$500M -$288K -676 -0.1%
American Century Companies
46
American Century Companies
Missouri
$493M -$13.4M -31,605 -3%
Millennium Management
47
Millennium Management
New York
$478M +$210M +492,988 +78%
Bessemer Group
48
Bessemer Group
New Jersey
$444M -$18.6M -43,627 -4%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$442M +$11.4M +26,850 +3%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$436M +$94.6M +223,757 +28%
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