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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 %
MCM
526
Moore Capital Management
New York
$5.39M -$4.45M -12,915 -45%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$5.36M -$2.1M -6,104 -28%
GWM
528
GDS Wealth Management
Texas
$5.31M -$473K -1,372 -8%
NMERB
529
New Mexico Educational Retirement Board
New Mexico
$5.31M -$172K -500 -3%
MGP
530
Metis Global Partners
California
$5.28M +$1.14M +3,296 +27%
DA
531
Duality Advisers
Florida
$5.27M +$5.27M +15,277 New
EOJOAM
532
E. Ohman J:or Asset Management
Sweden
$5.24M +$241K +700 +5%
MMA
533
Miracle Mile Advisors
California
$5.23M -$55.5K -161 -1%
FTA
534
Financial & Tax Architects
Missouri
$5.13M +$146K +423 +3%
CTA
535
Colonial Trust Advisors
South Carolina
$5.11M -$132K -382 -3%
FWTB
536
First Western Trust Bank
Colorado
$5.09M +$143K +415 +3%
MLICM
537
Metropolitan Life Insurance Company (MetLife)
New York
$5.08M -$1.56M -4,536 -24%
CI
538
Capital International
California
$5.07M +$164K +477 +3%
QPBE
539
Quintet Private Bank (Europe)
Luxembourg
$5.04M +$5.04M +14,632 New
DT
540
Diversified Trust
Tennessee
$5.01M +$2.76K +8 +0.1%
SAM
541
Sompo Asset Management
Japan
$5M +$1.13M +3,280 +29%
CC
542
Carlson Capital
Texas
$4.99M -$7.08M -20,525 -59%
V
543
Veritable
Delaware
$4.96M -$10.7K -31 -0.2%
SI
544
Stephens Inc
Arkansas
$4.95M +$229K +664 +5%
LOAMS
545
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.94M -$475K -1,379 -9%
WCA
546
Waratah Capital Advisors
Ontario, Canada
$4.9M -$3.25M -9,431 -40%
WIM
547
Waverton Investment Management
United Kingdom
$4.87M -$305K -885 -6%
RBA
548
Richard Bernstein Advisors
New York
$4.86M – – –
CNB
549
Camden National Bank
Maine
$4.86M +$64.8K +188 +1%
TAM
550
Thematics Asset Management
France
$4.85M +$4.85M +14,060 New
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