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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 %
CFG
551
Citizens Financial Group
Rhode Island
$4.83M +$98.2K +245 +2%
IAA
552
Independent Advisor Alliance
North Carolina
$4.81M +$299K +745 +7%
CHAM
553
Clear Harbor Asset Management
Connecticut
$4.76M – – –
NA
554
NewEdge Advisors
Louisiana
$4.75M -$577K -1,440 -11%
KRSITF
555
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.72M +$24.1K +60 +0.5%
MCM
556
Mitchell Capital Management
Kansas
$4.72M -$129K -323 -3%
SYBT
557
Stock Yards Bank & Trust
Kentucky
$4.7M -$85.4K -213 -2%
APG Asset Management
558
APG Asset Management
Netherlands
$4.69M -$723K -1,967 -13%
GCM
559
Graham Capital Management
Connecticut
$4.66M +$3.7M +9,218 +383%
TBA
560
Tower Bridge Advisors
Pennsylvania
$4.65M -$1.62M -4,030 -26%
PAS
561
Park Avenue Securities
New York
$4.65M -$40.9K -102 -0.9%
MC
562
Mount Capital
United Kingdom
$4.63M – – –
AIM
563
Achmea Investment Management
Netherlands
$4.6M +$4.44M +11,089 +2,941%
NRS
564
Neville Rodie & Shaw
New York
$4.59M – – –
IC
565
IEQ Capital
California
$4.57M +$1.43M +3,573 +46%
MWM
566
Madison Wealth Management
Ohio
$4.51M -$26.5K -66 -0.6%
CA
567
Cornerstone Advisors
North Carolina
$4.49M -$722K -1,800 -14%
EW
568
Evoke Wealth
California
$4.47M -$659K -1,643 -13%
UF
569
Univest Financial
Pennsylvania
$4.47M +$102K +254 +2%
HA
570
Harbor Advisors
Florida
$4.41M – – –
PA
571
PFG Advisors
Arizona
$4.39M -$6.82K -17 -0.2%
BCM
572
BTC Capital Management
Iowa
$4.39M -$182K -455 -4%
BS
573
Banco Santander
Spain
$4.3M -$2.5M -6,229 -37%
O
574
Ossiam
France
$4.27M -$9.89M -24,664 -70%
TAM
575
Tocqueville Asset Management
New York
$4.27M -$643K -1,605 -13%
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