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S&P Global
SPGI

Overview Fund Activity

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.48B
2
Wells Fargo
Wells Fargo
California
$857M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.77B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$157M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$142M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.54B
3
Goldman Sachs
Goldman Sachs
New York
$870M
4
Capital World Investors
Capital World Investors
California
$1.03B
5
BlackRock
BlackRock
New York
$8.89B
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
151
Victory Capital Management
Texas
$81.5M +$1.27M +3,465 +2%
AAIS
152
ABN AMRO Investment Solutions
$81.5M +$10.5M +28,677 +15%
PL
153
Perpetual Ltd
Australia
$80.2M -$985K -2,696 -1%
DekaBank Deutsche Girozentrale
154
DekaBank Deutsche Girozentrale
Germany
$78.3M +$2.03M +5,539 +3%
Truist Financial
155
Truist Financial
North Carolina
$78.2M +$2.58M +7,048 +3%
NAM
156
Nissay Asset Management
Japan
$75.5M -$27.9M -76,358 -27%
Toronto Dominion Bank
157
Toronto Dominion Bank
Ontario, Canada
$75.1M -$2.53M -6,930 -3%
BNP Paribas Asset Management
158
BNP Paribas Asset Management
France
$74.5M -$12.6M -34,506 -14%
Vontobel Holding
159
Vontobel Holding
Switzerland
$73.8M +$1.27M +3,485 +2%
RP
160
Riverbridge Partners
Minnesota
$73.1M -$1.5M -4,116 -2%
CIM
161
Confluence Investment Management
Missouri
$72.3M -$1.29M -3,519 -2%
MIP
162
Mondrian Investment Partners
United Kingdom
$70.4M -$22.1M -60,528 -24%
State of Wisconsin Investment Board
163
State of Wisconsin Investment Board
Wisconsin
$69.5M -$29.7M -81,174 -30%
CLOS
164
Compagnie Lombard Odier SCmA
Switzerland
$69.4M +$12.2M +33,400 +21%
MNG
165
Manning & Napier Group
New York
$69.2M -$3.21M -8,792 -4%
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$68.3M -$2.57M -7,043 -4%
Westfield Capital Management
167
Westfield Capital Management
Massachusetts
$68.1M +$7.36M +20,153 +12%
William Blair & Company
168
William Blair & Company
Illinois
$67.1M +$1.83M +4,999 +3%
Chevy Chase Trust
169
Chevy Chase Trust
Maryland
$67M -$2.12M -5,799 -3%
CS
170
Candriam SCA
Luxembourg
$66.8M +$4.82M +13,183 +8%
Canada Pension Plan Investment Board
171
Canada Pension Plan Investment Board
Ontario, Canada
$66.4M -$4.42M -12,100 -6%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$65.6M +$9.62M +26,325 +17%
UCFA
173
United Capital Financial Advisors
Texas
$64.9M -$4.94M -13,522 -7%
CIC
174
Crawford Investment Counsel
Georgia
$64.7M -$149K -409 -0.2%
JHP
175
James Hambro & Partners
United Kingdom
$64M +$1.28M +3,499 +2%
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