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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 %
FP
676
Factorial Partners
New York
$3.44M – – –
RA
677
Rockingstone Advisors
Massachusetts
$3.43M -$1.01M -2,287 -23%
WorldQuant Millennium Advisors
678
WorldQuant Millennium Advisors
New York
$3.39M +$3.39M +7,702 New
PI
679
Pettee Investors
Connecticut
$3.36M -$63K -143 -2%
LJAC
680
L.J. Altfest & Co
New York
$3.36M -$7.49K -17 -0.2%
IMCOOI
681
Investment Management Corp of Ontario (IMCO)
Canada
$3.33M +$3.33M +7,564 New
HH
682
Hilltop Holdings
Texas
$3.33M +$40.5K +92 +1%
FDS
683
Freedom Day Solutions
Texas
$3.31M -$68.3K -155 -2%
KNW
684
Kesler Norman & Wride
Utah
$3.3M -$197K -447 -6%
MSK
685
Melissa S. Kampmann
$3.3M +$97.4K +221 +3%
AP
686
Arlington Partners
Alabama
$3.29M -$133K -302 -4%
BFW
687
Brady Family Wealth
Missouri
$3.29M +$115K +260 +4%
TMAM
688
Tokio Marine Asset Management
Japan
$3.29M +$101K +229 +3%
SC
689
Settian Capital
New York
$3.27M – – –
AAF
690
Andra AP-fonden
Sweden
$3.27M -$1.59M -3,600 -33%
WJWM
691
Williams Jones Wealth Management
New York
$3.25M -$8.81K -20 -0.3%
IUHSA
692
Itau Unibanco Holding S.A.
Brazil
$3.23M +$2.87M +6,494 +796%
AAP
693
Arax Advisory Partners
Colorado
$3.21M +$78.4K +178 +3%
CA
694
Clearstead Advisors
Ohio
$3.18M -$2.83M -6,431 -47%
BFM
695
Boston Financial Management
Massachusetts
$3.18M -$44.1K -100 -1%
SCM
696
Shelton Capital Management
Colorado
$3.18M +$198K +449 +7%
SFA
697
Sequoia Financial Advisors
Ohio
$3.17M +$1.4M +3,181 +79%
MC
698
Mirabaud & Cie
Switzerland
$3.15M +$3.15M +7,146 New
TAM
699
Tocqueville Asset Management
New York
$3.13M -$1.54M -3,490 -33%
VIP
700
Vantage Investment Partners
Missouri
$3.11M +$2.47M +5,602 +385%
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