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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 %
N
701
Natixis
France
$2.43M +$2.41M +6,008 +9,243%
ROTUOC
702
Regents of the University of California
California
$2.41M – – –
BFA
703
Brendel Financial Advisors
New Hampshire
$2.4M +$2.13M +5,307 +775%
MAM
704
Morse Asset Management
Connecticut
$2.39M +$247K +615 +11%
FFAM
705
Forge First Asset Management
Canada
$2.39M +$2.39M +5,950 New
TPA
706
Trivium Point Advisory
Connecticut
$2.38M +$8.82K +22 +0.4%
LT
707
Lindsell Train
United Kingdom
$2.37M +$601K +1,500 +34%
GC
708
Guardian Capital
Ontario, Canada
$2.36M +$120K +300 +5%
PAM
709
Panagora Asset Management
Massachusetts
$2.36M -$401 -1 -0%
IMRF
710
Illinois Municipal Retirement Fund
Illinois
$2.35M – – –
BWL
711
Bogart Wealth LLC
Virginia
$2.35M +$409K +1,020 +21%
FTDI
712
First Trust Direct Indexing
Massachusetts
$2.34M -$103K -257 -4%
BFG
713
Bleakley Financial Group
New Jersey
$2.31M -$606K -1,513 -21%
HI
714
Horizon Investments
North Carolina
$2.3M +$162K +405 +8%
HCA
715
Harbor Capital Advisors
Illinois
$2.3M -$14.4K -36 -0.6%
SS
716
Simplicity Solutions
Minnesota
$2.29M -$627K -1,564 -21%
S
717
SignatureFD
Georgia
$2.26M +$259K +645 +13%
TYCC
718
Texas Yale Capital Corp
Florida
$2.26M – – –
Dodge & Cox
719
Dodge & Cox
California
$2.24M – – –
RWM
720
Ritholtz Wealth Management
New York
$2.22M +$98.6K +246 +5%
QCM
721
Quantinno Capital Management
New York
$2.19M +$176K +440 +9%
CK
722
Cohen Klingenstein
New York
$2.16M – – –
PAG
723
Private Advisor Group
New Jersey
$2.14M -$14.8K -37 -0.7%
ONB
724
Old National Bancorp
Indiana
$2.12M -$938K -2,339 -31%
GKFF
725
George Kaiser Family Foundation
Oklahoma
$2.11M -$409K -1,021 -16%
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