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S&P Global
SPGI

Overview Fund Activity

1,751 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, 624 increasing their positions, 633 reducing their positions, and 96 closing their positions.

Holders
1,751
Holders Change
+138
Holders Change %
+8.56%
% of All Funds
25.67%
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
624
Reduced
633
Closed
96
Calls
$750M
Puts
$1.46B
Net Calls
-$706M
Net Calls Change
-$143M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.41B
2
Citadel Advisors
2
Citadel Advisors
Florida
$460M
3
Capital International Investors
3
Capital International Investors
California
$2.42B
4
Bank of America
4
Bank of America
North Carolina
$2.01B
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$193M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$3.47B
2
Manulife (Manufacturers Life Insurance)
2
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$3.13B
4
Jennison Associates
4
Jennison Associates
New York
$287K
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$928M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$446M 1,012,208 -21,235 -2%
Principal Financial Group
52
Principal Financial Group
Iowa
$444M 1,007,151 -59,463 -6%
Deutsche Bank
53
Deutsche Bank
Germany
$426M 966,130 +140,019 +17%
Loomis, Sayles & Company
54
Loomis, Sayles & Company
Massachusetts
$424M 962,642 +92,536 +11%
UBS Group
55
UBS Group
Switzerland
$419M 951,322 -17,382 -2%
CS
56
Credit Suisse
Switzerland
$417M 947,029 -13,889 -1%
Barclays
57
Barclays
United Kingdom
$396M 898,102 -55,400 -6%
FCM
58
Farallon Capital Management
California
$389M 882,595 -116,800 -12%
Franklin Resources
59
Franklin Resources
California
$369M 837,103 -135,064 -14%
AIM
60
Allen Investment Management
New York
$364M 825,162 +60,316 +8%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$357M 808,347 +76,242 +10%
IFP
62
Independent Franchise Partners
United Kingdom
$352M 798,525 -305,065 -28%
Temasek Holdings
63
Temasek Holdings
Singapore
$350M 794,791 -243,023 -23%
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$350M 794,264 -10,052 -1%
CWG
65
C WorldWide Group
Denmark
$342M 775,605 -91,747 -11%
Mawer Investment Management
66
Mawer Investment Management
Alberta, Canada
$339M 768,558 -9,634 -1%
Swedbank
67
Swedbank
Sweden
$337M 764,715 +100,276 +15%
RJA
68
Raymond James & Associates
Florida
$334M 758,547 +3,415 +0.5%
Bank Julius Baer & Co
69
Bank Julius Baer & Co
Switzerland
$329M 746,941 +79,392 +12%
Dimensional Fund Advisors
70
Dimensional Fund Advisors
Texas
$322M 730,571 +3,078 +0.4%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$319M 723,718 -14,593 -2%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$300M 681,679 +25,946 +4%
Capital Research Global Investors
73
Capital Research Global Investors
California
$298M 676,877 -35,230 -5%
First Manhattan
74
First Manhattan
New York
$284M 651,016 -7,856 -1%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$281M 638,907 -607 -0.1%
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