SPGI icon

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 %
PP
501
Prudential plc
United Kingdom
$8.12M +$91.2K +207 +1%
QCM
502
QRG Capital Management
Illinois
$8.1M +$1.27M +2,875 +19%
BMM
503
Buffington Mohr McNeal
Idaho
$8.09M -$169K -384 -2%
PAM
504
Peninsula Asset Management
Florida
$8.09M -$24.2K -55 -0.3%
GT
505
Glenmede Trust
Pennsylvania
$8.07M -$433K -982 -5%
CPH
506
C Partners Holding
Switzerland
$7.95M -$508K -1,154 -6%
OBGC
507
O'Brien Greene & Co
Pennsylvania
$7.93M -$125K -284 -2%
BHIA
508
Birch Hill Investment Advisors
Massachusetts
$7.89M +$222K +505 +3%
SAM
509
Stansberry Asset Management
Texas
$7.84M -$325K -737 -4%
WCF
510
West Coast Financial
California
$7.82M +$627K +1,423 +9%
MGP
511
Metis Global Partners
California
$7.81M -$193K -437 -2%
TAM
512
Thematics Asset Management
France
$7.75M +$284K +644 +4%
CFB
513
Cullen/Frost Bankers
Texas
$7.7M -$6.74M -15,297 -47%
JCM
514
Janney Capital Management
Pennsylvania
$7.68M +$203K +461 +3%
CA
515
Cornerstone Advisors
North Carolina
$7.67M -$617K -1,400 -7%
CC
516
Chicago Capital
Illinois
$7.6M +$7.6M +17,258 New
NMERB
517
New Mexico Educational Retirement Board
New Mexico
$7.53M – – –
IMPI
518
Ilmarinen Mutual Pension Insurance
Finland
$7.47M – – –
FNBOMD
519
First National Bank of Mount Dora
Florida
$7.4M +$319K +725 +5%
SAM
520
Sompo Asset Management
Japan
$7.37M -$194K -440 -3%
KJHP
521
K.J. Harrison & Partners
Ontario, Canada
$7.31M -$49.3K -112 -0.7%
HWAM
522
Hennion & Walsh Asset Management
New Jersey
$7.3M -$1.44M -3,278 -17%
BCM
523
Birch Capital Management
Texas
$7.16M -$5.73K -13 -0.1%
MGWM
524
Marks Group Wealth Management
Minnesota
$7.15M +$193K +437 +3%
TIM
525
Tikehau Investment Management
France
$7.15M -$931K -2,113 -12%
19 20
21
22 23