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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
476
Court Place Advisors
Maryland
$7.54M -$66.1K -165 -0.9%
PAM
477
Peninsula Asset Management
Florida
$7.52M -$36.5K -91 -0.5%
Mercer Global Advisors
478
Mercer Global Advisors
Colorado
$7.4M +$652K +1,626 +10%
PP
479
Prudential plc
United Kingdom
$7.21M +$229K +570 +3%
KA
480
Kerrisdale Advisers
Florida
$7.19M – – –
CCM
481
Carderock Capital Management
Maryland
$7.19M +$2.37M +5,900 +49%
AF
482
Alerus Financial
North Dakota
$7.18M +$7.18M +17,918 New
GT
483
Glenmede Trust
Pennsylvania
$7.02M – – –
FNT
484
First National Trust
Pennsylvania
$7M -$4.38M -10,930 -38%
BHIA
485
Birch Hill Investment Advisors
Massachusetts
$6.96M +$100K +250 +1%
Renaissance Technologies
486
Renaissance Technologies
New York
$6.86M -$180M -447,807 -96%
DMIC
487
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.85M +$102K +255 +2%
SAM
488
Sompo Asset Management
Japan
$6.81M +$998K +2,490 +17%
IMPI
489
Ilmarinen Mutual Pension Insurance
Finland
$6.8M – – –
JCM
490
Jag Capital Management
Missouri
$6.76M +$26.5K +66 +0.4%
SIA
491
Sit Investment Associates
Minnesota
$6.58M +$3.99M +9,963 +154%
LIP
492
Liontrust Investment Partners
United Kingdom
$6.56M -$120K -300 -2%
AIP
493
Ameritas Investment Partners
Nebraska
$6.53M -$350K -874 -5%
BCM
494
Birch Capital Management
Texas
$6.52M – – –
AC
495
AMS Capital
Brazil
$6.5M +$1.7M +4,233 +35%
PFMOSF
496
Philadelphia Financial Management of San Francisco
California
$6.46M +$6.46M +16,118 New
MGP
497
Metis Global Partners
California
$6.45M +$305K +762 +5%
WCF
498
West Coast Financial
California
$6.43M -$128K -319 -2%
BCM
499
Bancreek Capital Management
California
$6.43M +$45.3K +113 +0.7%
NMERB
500
New Mexico Educational Retirement Board
New Mexico
$6.41M +$241K +600 +4%
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