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

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$11M
2
BlackRock
BlackRock
New York
$9.95B
3
Citadel Advisors
Citadel Advisors
Florida
$12.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.13B
5
Renaissance Technologies
Renaissance Technologies
New York
$6.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
126
Gates Capital Management
New York
$131M -$37.9M -94,600 -22%
Adage Capital Partners
127
Adage Capital Partners
Massachusetts
$131M +$20.9M +52,200 +19%
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$129M +$8.68M +21,656 +7%
Korea Investment Corp
129
Korea Investment Corp
South Korea
$129M -$17.4M -43,352 -12%
SFFS
130
Stonehage Fleming Financial Services
Jersey
$128M -$2.46M -6,168 -2%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$128M -$19M -47,323 -13%
Lord, Abbett & Co
132
Lord, Abbett & Co
New Jersey
$127M +$12.2M +30,500 +11%
Flossbach Von Storch
133
Flossbach Von Storch
Germany
$124M +$9.42M +23,494 +8%
AAB
134
ABN AMRO Bank
Netherlands
$123M -$1.38M -3,421 -1%
TD Asset Management
135
TD Asset Management
Ontario, Canada
$121M -$15.3M -38,091 -11%
RG
136
Rathbones Group
United Kingdom
$117M +$1.82M +4,531 +2%
NAM
137
Nissay Asset Management
Japan
$113M -$916K -2,286 -0.8%
Federated Hermes
138
Federated Hermes
Pennsylvania
$113M -$19.6M -48,958 -15%
SO
139
STRS Ohio
Ohio
$110M -$3.6M -8,970 -3%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$109M +$33.4M +83,369 +44%
US Bancorp
141
US Bancorp
Minnesota
$104M -$1.67M -4,169 -2%
DWA
142
Douglass Winthrop Advisors
New York
$102M +$4.35M +10,839 +4%
MRG
143
Milestone Resources Group
British Virgin Islands
$102M +$3.52M +8,785 +4%
MIP
144
Mondrian Investment Partners
United Kingdom
$102M -$3.88M -9,680 -4%
MMH
145
Menora Mivtachim Holdings
Israel
$98.7M +$50.8M +126,597 +106%
RJFSA
146
Raymond James Financial Services Advisors
Florida
$96.5M -$156K -390 -0.2%
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$95.5M +$17M +42,350 +22%
JIC
148
Johnson Investment Counsel
Ohio
$94.7M +$3.74M +9,340 +4%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$93.9M +$19.5M +48,755 +26%
Nomura Asset Management
150
Nomura Asset Management
Japan
$92.9M +$11.5M +28,674 +14%
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