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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$261M
2
BlackRock
BlackRock
New York
+$190M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$183M
4
SGA
Sustainable Growth Advisers
Connecticut
+$122M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$116M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
-$584M
2
State Street
State Street
Massachusetts
-$295M
3
N
Natixis
France
-$212M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$211M
5
Capital World Investors
Capital World Investors
California
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
501
Kerrisdale Advisers
Florida
$6.19M -$843K -2,444 -12%
RIM
502
Redwood Investment Management
Arizona
$6.01M +$342K +991 +6%
PP
503
Prudential plc
United Kingdom
$6.01M -$98.9K -287 -2%
GC
504
Guggenheim Capital
Illinois
$5.98M +$1.89M +5,481 +46%
AIP
505
Ameritas Investment Partners
Nebraska
$5.92M -$692K -2,008 -10%
BHIA
506
Birch Hill Investment Advisors
Massachusetts
$5.9M -$6.9K -20 -0.1%
IIM
507
INTECH Investment Management
Florida
$5.9M -$1.07M -3,091 -15%
API
508
Advisor Partners II
California
$5.88M +$483K +1,402 +9%
SG Americas Securities
509
SG Americas Securities
New York
$5.86M +$5.15M +14,952 +733%
IMPI
510
Ilmarinen Mutual Pension Insurance
Finland
$5.85M – – –
BAM
511
Bell Asset Management
Australia
$5.85M -$1.04M -3,005 -15%
BS
512
Banco Santander
Spain
$5.84M -$829K -2,405 -12%
DMIC
513
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.8M +$345 +1 +0%
Mercer Global Advisors
514
Mercer Global Advisors
Colorado
$5.8M +$248K +719 +4%
JCM
515
Jag Capital Management
Missouri
$5.79M +$120K +349 +2%
LIP
516
Liontrust Investment Partners
United Kingdom
$5.74M – – –
BCM
517
BlueMar Capital Management
Florida
$5.67M +$821K +2,382 +17%
WCF
518
West Coast Financial
California
$5.64M +$65.9K +191 +1%
BCM
519
Birch Capital Management
Texas
$5.61M -$203K -589 -3%
MGWM
520
Marks Group Wealth Management
Minnesota
$5.5M +$60K +174 +1%
BCM
521
Bancreek Capital Management
California
$5.49M +$990K +2,871 +22%
SC
522
Scholtz & Company
Connecticut
$5.45M +$3.56M +10,338 +189%
TI
523
Tidal Investments
Wisconsin
$5.42M +$297K +860 +6%
TRCT
524
Tower Research Capital (TRC)
New York
$5.39M +$3.65M +10,597 +210%
TBA
525
Tower Bridge Advisors
Pennsylvania
$5.39M +$10.3K +30 +0.2%
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