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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 %
EAMA
526
EFG Asset Management (Americas)
Florida
$7.06M +$2.86M +6,485 +68%
MCM
527
Makena Capital Management
California
$6.96M +$6.96M +15,807 New
DMIC
528
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.76M -$193K -439 -3%
VMPIC
529
Varma Mutual Pension Insurance Co
Finland
$6.74M +$6.74M +15,300 New
FNT
530
First National Trust
Pennsylvania
$6.7M -$815K -1,850 -11%
BAM
531
Bell Asset Management
Australia
$6.59M -$40.5K -92 -0.6%
TC
532
TownSquare Capital
Utah
$6.57M -$78.9K -179 -1%
AIP
533
Ameritas Investment Partners
Nebraska
$6.46M -$180K -408 -3%
O
534
Ossiam
France
$6.45M +$1.68M +3,808 +35%
ATPW
535
Ashton Thomas Private Wealth
Arizona
$6.37M +$110K +249 +2%
SLI
536
Sumitomo Life Insurance
Japan
$6.37M +$3.19M +7,236 +100%
TAMH
537
Taikang Asset Management (HK)
Hong Kong
$6.36M -$1.77M -4,017 -22%
BOSSRA
538
B.O.S.S. Retirement Advisors
Utah
$6.33M +$326K +741 +5%
NRG
539
Nemes Rush Group
Michigan
$6.29M +$283K +642 +5%
TI
540
Tidal Investments
Wisconsin
$6.26M -$1.19M -2,696 -16%
BCM
541
Bancreek Capital Management
California
$6.24M +$15.9K +36 +0.3%
LOAMS
542
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.23M +$37K +84 +0.6%
Thrivent Financial for Lutherans
543
Thrivent Financial for Lutherans
Minnesota
$6.2M -$2.03M -4,609 -25%
CNB
544
Camden National Bank
Maine
$6.18M -$56.8K -129 -0.9%
FFM
545
Fullerton Fund Management
Singapore
$6.12M +$3.56M +8,082 +139%
Los Angeles Capital Management
546
Los Angeles Capital Management
California
$6.08M +$1.65M +3,755 +37%
FTA
547
Financial & Tax Architects
Missouri
$6.08M -$451K -1,023 -7%
CTA
548
Colonial Trust Advisors
South Carolina
$6.06M -$156K -354 -3%
HA
549
Harbor Advisors
Florida
$6.02M – – –
WM
550
Whitford Management
New York
$5.98M +$5.98M +13,579 New
20 21
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