SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,815 hedge funds and large institutions have $121B invested in S&P Global in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 730 increasing their positions, 647 reducing their positions, and 119 closing their positions.

Holders
1,815
Holders Change
+4
Holders Change %
+0.22%
% of All Funds
26.4%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
0.92%
New
150
Increased
730
Reduced
647
Closed
119
Calls
$658M
Puts
$416M
Net Calls
+$242M
Net Calls Change
-$157M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$894M 2,005,176 -75,518 -4%
CCM
27
Cantillon Capital Management
New York
$854M 1,914,339 -157,193 -8%
Charles Schwab
28
Charles Schwab
California
$852M 1,910,397 +56,071 +3%
UE
29
Unisphere Establishment
Liechtenstein
$758M 1,700,000 – –
VFCM
30
Valley Forge Capital Management
Florida
$738M 1,655,561 – –
Capital Research Global Investors
31
Capital Research Global Investors
California
$716M 1,605,224 +1,016,223 +173%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$712M 1,596,359 -619,930 -28%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$699M 1,568,280 +91,508 +6%
Fayez Sarofim & Co
34
Fayez Sarofim & Co
Texas
$674M 1,510,294 +52,153 +4%
UBS Group
35
UBS Group
Switzerland
$653M 1,464,838 +151,737 +12%
ClearBridge Investments
36
ClearBridge Investments
New York
$652M 1,461,169 +20,624 +1%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$623M 1,396,304 +57,159 +4%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$608M 1,362,820 +9,053 +0.7%
RCWMU
39
Rothschild & Co Wealth Management (UK)
United Kingdom
$577M 1,293,564 -78,391 -6%
Franklin Resources
40
Franklin Resources
California
$556M 1,245,645 +4,050 +0.3%
LP
41
Longview Partners
Guernsey
$551M 1,235,634 -164,020 -12%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$543M 1,191,349 -5,143 -0.4%
Capital World Investors
43
Capital World Investors
California
$523M 1,173,704 -725,496 -38%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$513M 1,149,337 -26,325 -2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$478M 1,071,903 +32,845 +3%
Millennium Management
46
Millennium Management
New York
$463M 1,038,499 -85,045 -8%
Citadel Advisors
47
Citadel Advisors
Florida
$460M 1,031,056 -486,590 -32%
American Century Companies
48
American Century Companies
Missouri
$458M 1,027,725 -130,243 -11%
Loomis, Sayles & Company
49
Loomis, Sayles & Company
Massachusetts
$457M 1,025,064 +55,900 +6%
Baillie Gifford & Co
50
Baillie Gifford & Co
United Kingdom
$450M 1,007,901 -17,740 -2%
1
2
3 4 5