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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$668M
2
Wells Fargo
Wells Fargo
California
+$358M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$322M
4
Morgan Stanley
Morgan Stanley
New York
+$157M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$148M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$560M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$251M
3
Goldman Sachs
Goldman Sachs
New York
-$240M
4
Capital World Investors
Capital World Investors
California
-$238M
5
BlackRock
BlackRock
New York
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
501
Kerrisdale Advisers
Florida
$6.29M -$269K -735 -4%
SAM
502
Sompo Asset Management
Japan
$6.27M +$65.8K +180 +1%
NMERB
503
New Mexico Educational Retirement Board
New Mexico
$6.24M +$402K +1,100 +7%
FNT
504
First National Trust
Pennsylvania
$6.23M -$150K -411 -2%
EGM
505
Engineers Gate Manager
New York
$6.21M +$6.21M +17,007 New
JCM
506
Janney Capital Management
Pennsylvania
$6.2M +$5.79M +15,857 +1,427%
IMPI
507
Ilmarinen Mutual Pension Insurance
Finland
$6.2M – – –
TAM
508
Thematics Asset Management
France
$6.19M +$632K +1,729 +11%
TI
509
Tidal Investments
Wisconsin
$6.18M +$757K +2,071 +14%
KJHP
510
K.J. Harrison & Partners
Ontario, Canada
$6.1M +$1.06M +2,900 +21%
Mercer Global Advisors
511
Mercer Global Advisors
Colorado
$6.01M -$733K -2,007 -11%
WCF
512
West Coast Financial
California
$5.96M +$101K +276 +2%
BCM
513
Birch Capital Management
Texas
$5.94M – – –
FNBOMD
514
First National Bank of Mount Dora
Florida
$5.88M +$165K +451 +3%
SWM
515
Spire Wealth Management
Virginia
$5.84M +$4.49M +12,300 +334%
MGWM
516
Marks Group Wealth Management
Minnesota
$5.77M -$36.2K -99 -0.6%
DMIC
517
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.77M -$476K -1,303 -8%
NEI
518
Northwest & Ethical Investments
Ontario, Canada
$5.76M -$4.42M -12,104 -43%
QCM
519
QRG Capital Management
Illinois
$5.66M +$5.66M +15,502 New
TC
520
TownSquare Capital
Utah
$5.51M +$264K +723 +5%
AIP
521
Ameritas Investment Partners
Nebraska
$5.51M -$445K -1,217 -7%
BAM
522
Bell Asset Management
Australia
$5.5M -$103K -281 -2%
EOJOAM
523
E. Ohman J:or Asset Management
Sweden
$5.44M – – –
FTA
524
Financial & Tax Architects
Missouri
$5.42M -$38K -104 -0.7%
CI
525
Capital International
California
$5.33M -$61.8K -169 -1%
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