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S&P Global
SPGI

Overview Fund Activity

1,612 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, 610 increasing their positions, 603 reducing their positions, and 103 closing their positions.

Holders
1,612
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.43%
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
610
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.69B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.16B
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$457M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$149M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$11M
2
BlackRock
2
BlackRock
New York
$9.95B
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.13B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
IFP
51
Independent Franchise Partners
United Kingdom
$445M 1,110,837 +1,975 +0.2%
FCM
52
Farallon Capital Management
California
$435M 1,086,295 -65,605 -6%
Brown Advisory
53
Brown Advisory
Maryland
$433M 1,081,035 +91,252 +9%
Temasek Holdings
54
Temasek Holdings
Singapore
$416M 1,037,814 – –
UBS Group
55
UBS Group
Switzerland
$411M 1,025,255 +56,157 +6%
Franklin Resources
56
Franklin Resources
California
$390M 973,997 +1,635 +0.2%
CS
57
Credit Suisse
Switzerland
$389M 969,849 -65,720 -6%
CWG
58
C WorldWide Group
Denmark
$353M 881,277 -32,670 -4%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$349M 870,839 -146,165 -14%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349M 870,341 -151,492 -15%
Barclays
61
Barclays
United Kingdom
$346M 862,987 +279,686 +48%
Loomis, Sayles & Company
62
Loomis, Sayles & Company
Massachusetts
$342M 852,913 -34,938 -4%
Mawer Investment Management
63
Mawer Investment Management
Alberta, Canada
$321M 799,936 -13,014 -2%
RJA
64
Raymond James & Associates
Florida
$308M 769,518 +21,318 +3%
AIM
65
Allen Investment Management
New York
$302M 753,316 +85,853 +13%
BCF
66
BLS Capital Fondsmaeglerselskab
Denmark
$299M 746,894 +133,363 +22%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$299M 744,772 -42,485 -5%
Dimensional Fund Advisors
68
Dimensional Fund Advisors
Texas
$297M 741,293 -9,225 -1%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$290M 724,320 +16,799 +2%
Capital Research Global Investors
70
Capital Research Global Investors
California
$285M 711,763 +173 +0%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$277M 688,195 -54,187 -7%
First Manhattan
72
First Manhattan
New York
$275M 689,764 -1,497 -0.2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$272M 677,657 +11,298 +2%
HSBC Holdings
74
HSBC Holdings
United Kingdom
$269M 671,200 +14,638 +2%
Swedbank
75
Swedbank
Sweden
$266M 664,433 +9,896 +2%
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