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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 %
VF
1626
Virtu Financial
New York
– -$6.81M -19,744 Closed
AIM
1627
Artemis Investment Management
United Kingdom
– -$6.46M -18,785 Closed
CC
1628
Carlson Capital
Texas
– -$4.99M -14,475 Closed
RBA
1629
Richard Bernstein Advisors
New York
– -$4.86M -14,091 Closed
OQS
1630
Occudo Quantitative Strategies
Florida
– -$4.66M -13,530 Closed
SFI
1631
Susquehanna Fundamental Investments
Pennsylvania
– -$4.58M -13,277 Closed
LCM
1632
Laurion Capital Management
New York
– -$3.91M -11,329 Closed
MF
1633
Magnetar Financial
Illinois
– -$3.27M -9,495 Closed
Twin Tree Management
1634
Twin Tree Management
Texas
– -$3.22M -9,333 Closed
CC
1635
Cipher Capital
New York
– -$3.17M -9,183 Closed
CFM
1636
Capricorn Fund Managers
United Kingdom
– -$3.14M -9,100 Closed
UOC
1637
UBS O'Connor
Illinois
– -$3.1M -9,000 Closed
YIH
1638
Y-Intercept (HK)
Hong Kong
– -$3.08M -8,924 Closed
TCM
1639
Teza Capital Management
Illinois
– -$2.96M -8,598 Closed
CGA
1640
Compound Global Advisors
Washington
– -$2.9M -8,414 Closed
QC
1641
Quadrature Capital
United Kingdom
– -$2.84M -8,240 Closed
QT
1642
Quantbot Technologies
New York
– -$2.79M -8,099 Closed
HFA
1643
Harbert Fund Advisors
Alabama
– -$2.07M -6,000 Closed
CANY
1644
Caxton Associates (New York)
New York
– -$2.03M -5,894 Closed
IWS
1645
Insight Wealth Strategies
California
– -$1.86M -5,400 Closed
EWM
1646
Elite Wealth Management
Washington
– -$1.82M -5,274 Closed
AFM
1647
Anson Funds Management
Texas
– -$1.72M -5,000 Closed
SW
1648
Solidarity Wealth
Utah
– -$1.7M -4,926 Closed
XT
1649
XTX Topco
Cayman Islands
– -$1.49M -4,329 Closed
PWAG
1650
Polaris Wealth Advisory Group
California
– -$1.48M -4,283 Closed
64 65
66
67 68