SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,908 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 745 reducing their positions, and 82 closing their positions.

Holders
1,908
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.6%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
745
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M

Top Buyers

1
Citigroup
1
Citigroup
New York
$826M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.24B
3
Capital International Investors
3
Capital International Investors
California
$3.53B
4
Mitsubishi UFJ Asset Management
4
Mitsubishi UFJ Asset Management
Japan
$469M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.08B

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$95.2M
3
Millennium Management
3
Millennium Management
New York
$166M
4
BlackRock
4
BlackRock
New York
$13B
5
Ameriprise
5
Ameriprise
Minnesota
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
26
Neuberger Berman Group
New York
$968M 1,874,229 -142,319 -7%
CCM
27
Cantillon Capital Management
New York
$960M 1,858,934 -55,405 -3%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$930M 1,799,219 +202,860 +13%
VFCM
29
Valley Forge Capital Management
Florida
$881M 1,705,898 +50,337 +3%
UE
30
Unisphere Establishment
Liechtenstein
$878M 1,700,000 – –
Capital Research Global Investors
31
Capital Research Global Investors
California
$838M 1,622,060 +16,836 +1%
Citigroup
32
Citigroup
New York
$826M 1,599,315 +1,187,250 +288%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$805M 1,558,749 -9,531 -0.6%
UBS Group
34
UBS Group
Switzerland
$793M 1,535,532 +70,694 +5%
Fayez Sarofim & Co
35
Fayez Sarofim & Co
Texas
$789M 1,527,471 +17,177 +1%
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$753M 1,457,727 +61,423 +4%
ClearBridge Investments
37
ClearBridge Investments
New York
$748M 1,448,540 -12,629 -0.9%
Ninety One (UK)
38
Ninety One (UK)
United Kingdom
$719M 1,391,864 +29,044 +2%
Franklin Resources
39
Franklin Resources
California
$652M 1,235,809 -9,836 -0.8%
RCWMU
40
Rothschild & Co Wealth Management (UK)
United Kingdom
$651M 1,260,084 -33,480 -3%
Deutsche Bank
41
Deutsche Bank
Germany
$649M 1,255,732 +341,886 +37%
LP
42
Longview Partners
Guernsey
$642M 1,243,020 +7,386 +0.6%
Capital World Investors
43
Capital World Investors
California
$606M 1,173,639 -65 -0%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$580M 1,121,809 -27,528 -2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$559M 1,081,325 +9,422 +0.9%
American Century Companies
46
American Century Companies
Missouri
$513M 992,449 -35,276 -3%
Baillie Gifford & Co
47
Baillie Gifford & Co
United Kingdom
$503M 972,936 -34,965 -3%
Loomis, Sayles & Company
48
Loomis, Sayles & Company
Massachusetts
$501M 970,508 -54,556 -5%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$490M 951,416 +78,535 +9%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$490M 947,802 -243,547 -20%
1
2
3 4 5