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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 630 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.72%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
630
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.48B
2
Wells Fargo
2
Wells Fargo
California
$857M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
3
Goldman Sachs
New York
$870M
4
Capital World Investors
4
Capital World Investors
California
$1.03B
5
BlackRock
5
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
Temasek Holdings
51
Temasek Holdings
Singapore
$379M – – –
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$378M +$113M +309,123 +43%
FCM
53
Farallon Capital Management
California
$365M -$31.8M -86,900 -8%
Franklin Resources
54
Franklin Resources
California
$355M -$669K -1,830 -0.2%
UBS Group
55
UBS Group
Switzerland
$354M -$20.7M -56,551 -6%
Brown Advisory
56
Brown Advisory
Maryland
$354M -$41.3M -112,901 -10%
CS
57
Credit Suisse
Switzerland
$351M -$3.26M -8,931 -0.9%
Barclays
58
Barclays
United Kingdom
$348M +$33.1M +90,515 +10%
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$318M +$6.28M +17,193 +2%
CWG
60
C WorldWide Group
Denmark
$317M -$5.09M -13,925 -2%
Deutsche Bank
61
Deutsche Bank
Germany
$302M -$108M -294,382 -26%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$294M -$24.3M -66,523 -8%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$287M +$17.2M +43,910 +6%
Mawer Investment Management
64
Mawer Investment Management
Alberta, Canada
$284M -$7.95M -21,744 -3%
BCF
65
BLS Capital Fondsmaeglerselskab
Denmark
$283M +$9.66M +26,430 +4%
AIM
66
Allen Investment Management
New York
$279M +$4.21M +11,530 +2%
RJA
67
Raymond James & Associates
Florida
$276M -$5.26M -14,386 -2%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$270M -$2.36M -6,461 -0.9%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$266M -$5.04M -13,800 -2%
Capital Research Global Investors
70
Capital Research Global Investors
California
$260M +$126K +344 +0%
Bank Julius Baer & Co
71
Bank Julius Baer & Co
Switzerland
$244M +$11.5M +31,542 +5%
Swedbank
72
Swedbank
Sweden
$243M +$2.19K +6 +0%
HSBC Holdings
73
HSBC Holdings
United Kingdom
$240M -$5.66M -15,467 -2%
First Manhattan
74
First Manhattan
New York
$240M -$11.2M -30,892 -4%
Fidelity International
75
Fidelity International
Bermuda
$237M +$4.83M +13,228 +2%
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3
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