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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 %
FNBOMD
551
First National Bank of Mount Dora
Florida
$4.84M +$2.34M +6,801 +94%
BRC
552
Bishop Rock Capital
New York
$4.81M -$179K -520 -4%
IUHSA
553
Itau Unibanco Holding S.A.
Brazil
$4.75M +$4.43M +12,848 +1,365%
KIA
554
KCM Investment Advisors
California
$4.73M -$65.9K -191 -1%
AI
555
Aperture Investors
New York
$4.72M -$419K -1,215 -8%
HCMT
556
Highland Capital Management (Tennessee)
Tennessee
$4.68M +$4.25M +12,330 +986%
APG Asset Management
557
APG Asset Management
Netherlands
$4.68M -$12.5M -39,459 -73%
OQS
558
Occudo Quantitative Strategies
Florida
$4.66M +$1.01M +2,935 +28%
VAS
559
Vestmark Advisory Solutions
Massachusetts
$4.63M +$101K +294 +2%
CCFCSB
560
Cape Cod Five Cents Savings Bank
Massachusetts
$4.6M -$186K -540 -4%
NA
561
NewEdge Advisors
Louisiana
$4.59M +$1.94M +5,615 +73%
SFI
562
Susquehanna Fundamental Investments
Pennsylvania
$4.58M -$15.7M -45,432 -77%
MFG
563
Merit Financial Group
Georgia
$4.58M +$681K +1,975 +17%
TC
564
TAP Consulting
Missouri
$4.56M -$789K -2,289 -15%
AAF
565
Andra AP-fonden
Sweden
$4.56M +$414K +1,200 +10%
GL
566
GHE LLC
Tennessee
$4.51M +$11.7K +34 +0.3%
CA
567
Cornerstone Advisors
North Carolina
$4.48M -$10.3M -30,000 -70%
TC
568
TownSquare Capital
Utah
$4.46M -$254K -736 -5%
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$4.43M -$9.65K -28 -0.2%
EW
570
Evoke Wealth
California
$4.41M -$450K -1,305 -9%
PNAA
571
Pictet North America Advisors
Switzerland
$4.41M +$2.66M +7,729 +152%
CFM
572
Coronation Fund Managers
South Africa
$4.4M -$9.47M -27,462 -68%
SHFA
573
SS&H Financial Advisors
Michigan
$4.36M – – –
FM
574
Freemont Management
Switzerland
$4.34M – – –
Capstone Investment Advisors
575
Capstone Investment Advisors
New York
$4.33M -$1.14M -3,306 -21%
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