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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
526
Vestmark Advisory Solutions
Massachusetts
$5.54M +$156K +389 +3%
KJHP
527
K.J. Harrison & Partners
Ontario, Canada
$5.51M +$1.99M +4,980 +56%
SI
528
Stephens Inc
Arkansas
$5.51M -$237K -590 -4%
KIA
529
KCM Investment Advisors
California
$5.37M -$130K -324 -2%
HCMT
530
Highland Capital Management (Tennessee)
Tennessee
$5.36M -$85.4K -213 -2%
V
531
Veritable
Delaware
$5.33M -$437K -1,089 -8%
GL
532
GHE LLC
Tennessee
$5.24M -$6.41K -16 -0.1%
TC
533
TAP Consulting
Missouri
$5.23M -$71.4K -178 -1%
PNAA
534
Pictet North America Advisors
Switzerland
$5.21M +$76.6K +191 +1%
BRC
535
Bishop Rock Capital
New York
$5.16M -$435K -1,086 -8%
ATPW
536
Ashton Thomas Private Wealth
Arizona
$5.16M +$799K +1,994 +18%
NRG
537
Nemes Rush Group
Michigan
$5.14M +$5.14M +12,822 New
BOSSRA
538
B.O.S.S. Retirement Advisors
Utah
$5.13M +$1.76M +4,384 +52%
CCFCSB
539
Cape Cod Five Cents Savings Bank
Massachusetts
$5.11M -$241K -600 -4%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$5.11M -$45.7K -114 -0.9%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$5.08M +$364K +908 +8%
MYLI
542
Meiji Yasuda Life Insurance
Japan
$5.07M +$235K +587 +5%
FM
543
Freemont Management
Switzerland
$5.05M – – –
Squarepoint
544
Squarepoint
New York
$5.04M -$83.1M -207,319 -94%
ST
545
Sentinel Trust
Texas
$5M – – –
MIM
546
Martin Investment Management
Florida
$4.98M -$2.7M -6,725 -35%
NC
547
Northcape Capital
Australia
$4.95M +$29.3K +73 +0.6%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$4.91M -$1.32M -3,300 -21%
AI
549
Aperture Investors
New York
$4.85M -$642K -1,602 -12%
PFO
550
Pathstone Family Office
New Jersey
$4.84M +$714K +1,754 +17%
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