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S&P Global
SPGI

Overview Fund Activity

1,752 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, 625 increasing their positions, 633 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
+138
Holders Change %
+8.55%
% of All Funds
25.68%
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
625
Reduced
633
Closed
96
Calls
$750M
Puts
$1.46B
Net Calls
-$706M
Net Calls Change
-$143M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.91B
2
Citadel Advisors
Citadel Advisors
Florida
+$437M
3
Capital International Investors
Capital International Investors
California
+$272M
4
Bank of America
Bank of America
North Carolina
+$226M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$151M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$806M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Jennison Associates
Jennison Associates
New York
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
476
Fulcrum Capital
Washington
$9.08M -$540K -1,225 -6%
NEI
477
Northwest & Ethical Investments
Ontario, Canada
$9.08M +$2.14M +4,851 +31%
SAM
478
Securian Asset Management
Minnesota
$9.07M -$1.22M -2,773 -12%
CCM
479
Corsair Capital Management
New York
$9.04M -$1.57M -3,571 -15%
PIM
480
Penobscot Investment Management
Massachusetts
$9.04M +$39.6K +90 +0.4%
LI
481
LMCG Investments
Massachusetts
$8.97M +$631K +1,432 +8%
GWM
482
GDS Wealth Management
Texas
$8.91M +$1.21M +2,752 +16%
MPIA
483
Mountain Pacific Investment Advisers
Idaho
$8.91M +$22.5K +51 +0.3%
MYLI
484
Meiji Yasuda Life Insurance
Japan
$8.8M +$2.67M +6,055 +44%
CI
485
Capital International
California
$8.75M +$2.33M +5,285 +36%
AA
486
ALPS Advisors
Colorado
$8.66M +$18.5K +42 +0.2%
LSERS
487
Louisiana State Employees Retirement System
Louisiana
$8.63M -$264K -600 -3%
KA
488
Kintegral Advisory
New York
$8.62M -$55.1K -125 -0.6%
AIMCA
489
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.59M -$60.8M -137,928 -88%
CQS
490
Credential Qtrade Securities
$8.54M -$373K -846 -4%
BBVA
491
Banco Bilbao Vizcaya Argentaria
Spain
$8.5M -$7.89M -17,908 -48%
BWP
492
Baldwin Wealth Partners
Massachusetts
$8.35M +$6.77M +15,377 +430%
FHA
493
First Horizon Advisors
Tennessee
$8.32M -$5.29K -12 -0.1%
CCM
494
Cinctive Capital Management
New York
$8.28M +$3.99M +9,064 +93%
AWM
495
Apollon Wealth Management
South Carolina
$8.28M +$4.37M +9,920 +112%
CPA
496
Court Place Advisors
Maryland
$8.22M -$24.7K -56 -0.3%
ACM
497
Academy Capital Management
Texas
$8.2M -$99.6K -226 -1%
SCM
498
Silvant Capital Management
Georgia
$8.19M -$548K -1,243 -6%
OIAM
499
OFI Invest Asset Management
France
$8.18M -$2.39K -6 -0%
SWM
500
Spire Wealth Management
Virginia
$8.15M +$1.09M +2,470 +15%
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