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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.75B
2
BlackRock
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
4
SGA
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
$1.89M
2
State Street
State Street
Massachusetts
$4.88B
3
N
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
Capital World Investors
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
126
TD Asset Management
Ontario, Canada
$117M -$9.34M -27,091 -7%
Federated Hermes
127
Federated Hermes
Pennsylvania
$114M -$10.1M -29,352 -8%
SFFS
128
Stonehage Fleming Financial Services
Jersey
$112M +$1.1M +3,198 +1%
Mitsubishi UFJ Asset Management
129
Mitsubishi UFJ Asset Management
Japan
$107M +$6.49M +18,836 +6%
AAB
130
ABN AMRO Bank
Netherlands
$107M +$107M +308,885 New
CIM
131
CCLA Investment Management
United Kingdom
$106M +$805K +2,339 +0.8%
Prudential Financial
132
Prudential Financial
New Jersey
$106M +$539K +1,568 +0.5%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$104M +$786K +2,279 +0.8%
SGM
134
Skye Global Management
Florida
$102M -$3.45M -10,000 -3%
TAMH
135
Taikang Asset Management (HK)
Hong Kong
$99.9M +$8.6M +3,178 +9%
RG
136
Rathbones Group
United Kingdom
$99M +$562K +1,629 +0.6%
Flossbach Von Storch
137
Flossbach Von Storch
Germany
$98.6M -$2.64M -7,653 -3%
Lord, Abbett & Co
138
Lord, Abbett & Co
New Jersey
$98.5M +$23M +66,686 +30%
NAM
139
Nissay Asset Management
Japan
$98.4M +$48.8M +141,667 +99%
SO
140
STRS Ohio
Ohio
$97.9M -$305K -884 -0.3%
Alkeon Capital Management
141
Alkeon Capital Management
New York
$96M -$16.5M -47,905 -15%
Adage Capital Partners
142
Adage Capital Partners
Massachusetts
$94.7M -$22.1M -64,100 -19%
US Bancorp
143
US Bancorp
Minnesota
$91.2M -$1.96M -5,696 -2%
MIP
144
Mondrian Investment Partners
United Kingdom
$90.7M -$21K -61 -0%
PL
145
Perpetual Ltd
Australia
$87.1M +$87.1M +252,745 New
MRG
146
Milestone Resources Group
British Virgin Islands
$84.4M -$72.7K -211 -0.1%
DWA
147
Douglass Winthrop Advisors
New York
$84.2M +$2.55M +7,382 +3%
RJFSA
148
Raymond James Financial Services Advisors
Florida
$83.1M +$3.05M +8,851 +4%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$82.7M -$1.82M -5,277 -2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$82.7M +$11.8M +34,203 +17%
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