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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 %
ST
576
Sentinel Trust
Texas
$4.3M +$4.3M +12,470 New
NC
577
Northcape Capital
Australia
$4.24M -$197K -571 -4%
TAM
578
Tocqueville Asset Management
New York
$4.22M +$1.85M +5,380 +78%
MCM
579
Mitchell Capital Management
Kansas
$4.17M -$281K -815 -6%
MYLI
580
Meiji Yasuda Life Insurance
Japan
$4.16M +$14.1K +41 +0.3%
CCM
581
Carderock Capital Management
Maryland
$4.15M +$568K +1,647 +16%
SGI
582
Summit Global Investments
Utah
$4.14M -$1.09M -3,149 -21%
AMI
583
Amica Mutual Insurance
Rhode Island
$4.13M -$938K -2,721 -19%
DGAM
584
Desjardins Global Asset Management
Quebec, Canada
$4.12M +$443K +1,285 +12%
SYBT
585
Stock Yards Bank & Trust
Kentucky
$4.11M +$31K +90 +0.8%
CHAM
586
Clear Harbor Asset Management
Connecticut
$4.09M – – –
CTC
587
Central Trust Company
Missouri
$4.08M -$49.3K -143 -1%
CFG
588
Citizens Financial Group
Rhode Island
$4.07M +$24.5K +71 +0.6%
BAMCO Inc
589
BAMCO Inc
New York
$4.06M +$72.4K +210 +2%
CM
590
Crestline Management
Texas
$4.06M +$4.06M +11,772 New
LNWWM
591
Laird Norton Wetherby Wealth Management
California
$4.05M +$85.8K +249 +2%
KRSITF
592
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.04M -$171K -495 -4%
PAS
593
Park Avenue Securities
New York
$4.03M +$15.5K +45 +0.4%
VMPIC
594
Varma Mutual Pension Insurance Co
Finland
$4.03M – – –
MC
595
Mount Capital
United Kingdom
$3.98M – – –
NRS
596
Neville Rodie & Shaw
New York
$3.95M -$34.5K -100 -0.9%
BCM
597
BTC Capital Management
Iowa
$3.93M +$76.8K +223 +2%
LCM
598
Laurion Capital Management
New York
$3.91M -$1.39M -4,023 -26%
MWM
599
Madison Wealth Management
Ohio
$3.9M -$19.3K -56 -0.5%
IAA
600
Independent Advisor Alliance
North Carolina
$3.88M -$66.5K -193 -2%
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