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S&P Global
SPGI

Overview Fund Activity

1,752 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, 625 increasing their positions, 633 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,752
Holders Change
+138
Holders Change %
+8.55%
% of All Funds
25.69%
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
625
Reduced
633
Closed
96
Calls
$750M
Puts
$1.46B
Net Calls
-$706M
Net Calls Change
-$143M

Top Buyers

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

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.47B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.13B
4
Jennison Associates
Jennison Associates
New York
$287K
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$149M +$3.38M +7,679 +2%
CIM
127
CCLA Investment Management
United Kingdom
$149M +$1.01M +2,278 +0.7%
DnB Asset Management
128
DnB Asset Management
Norway
$148M -$333K -755 -0.2%
DZ Bank
129
DZ Bank
Germany
$148M +$115M +261,526 +348%
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$144M +$7.01M +15,902 +5%
Mitsubishi UFJ Trust & Banking
131
Mitsubishi UFJ Trust & Banking
Japan
$143M -$12.1M -27,428 -8%
KBC Group
132
KBC Group
Belgium
$142M -$1.17M -2,661 -0.8%
Korea Investment Corp
133
Korea Investment Corp
South Korea
$137M -$4.36M -9,888 -3%
Adage Capital Partners
134
Adage Capital Partners
Massachusetts
$134M +$9.34M +21,200 +7%
New York State Teachers Retirement System (NYSTRS)
135
New York State Teachers Retirement System (NYSTRS)
New York
$134M -$6.67M -15,142 -5%
GCM
136
Gates Capital Management
New York
$133M -$11.1M -25,300 -8%
Balyasny Asset Management
137
Balyasny Asset Management
Illinois
$128M +$80.3M +182,281 +169%
Select Equity Group
138
Select Equity Group
New York
$128M +$92M +208,900 +258%
National Bank of Canada
139
National Bank of Canada
Quebec, Canada
$123M +$56.5M +129,520 +85%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$122M -$90.8K -206 -0.1%
Assenagon Asset Management
141
Assenagon Asset Management
Luxembourg
$122M -$67.2M -152,542 -36%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$121M +$2.98M +6,773 +3%
SGM
143
Skye Global Management
Florida
$121M -$44.9M -102,000 -27%
US Bancorp
144
US Bancorp
Minnesota
$121M +$4.91M +11,144 +4%
DWA
145
Douglass Winthrop Advisors
New York
$115M +$1.14M +2,599 +1%
SO
146
STRS Ohio
Ohio
$113M -$1.86M -4,230 -2%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$113M +$2.43M +5,517 +2%
NAM
148
Nissay Asset Management
Japan
$113M +$21.5M +48,882 +24%
MRG
149
Milestone Resources Group
British Virgin Islands
$112M +$257K +584 +0.2%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$111M +$41.4M +93,947 +59%
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