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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 %
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
$110M +$29.7M +67,469 +37%
LWCA
152
Locust Wood Capital Advisers
New York
$109M +$2.47M +5,603 +2%
Nomura Asset Management
153
Nomura Asset Management
Japan
$108M +$1.2M +2,722 +1%
Federated Hermes
154
Federated Hermes
Pennsylvania
$104M -$9M -20,436 -8%
AAIS
155
ABN AMRO Investment Solutions
$102M +$3.99M +9,067 +4%
JIC
156
Johnson Investment Counsel
Ohio
$102M -$2.97M -6,736 -3%
Victory Capital Management
157
Victory Capital Management
Texas
$97M -$1.31M -2,979 -1%
Massachusetts Financial Services
158
Massachusetts Financial Services
Massachusetts
$95.8M -$12.8M -29,045 -12%
Mercer Global Advisors
159
Mercer Global Advisors
Colorado
$93.7M +$86.5M +196,336 +1,194%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$91.1M -$2.53M -5,761 -3%
LPL Financial
161
LPL Financial
California
$89.6M +$14.6M +33,192 +20%
Vontobel Holding
162
Vontobel Holding
Switzerland
$89.4M +$454K +1,031 +0.5%
BNP Paribas Asset Management
163
BNP Paribas Asset Management
France
$88M -$1.77M -4,025 -2%
DPAM
164
Degroof Petercam Asset Management
Belgium
$87.9M +$87.9M +199,640 New
PAM
165
PineStone Asset Management
Quebec, Canada
$86.5M +$11.9M +27,075 +16%
CLOS
166
Compagnie Lombard Odier SCmA
Switzerland
$86.4M +$2.71M +6,160 +3%
RP
167
Riverbridge Partners
Minnesota
$85.9M -$2.24M -5,089 -3%
PL
168
Perpetual Ltd
Australia
$85.7M -$10.9M -24,759 -11%
CIM
169
Confluence Investment Management
Missouri
$85.2M -$2.05M -4,646 -2%
MCM
170
Marsico Capital Management
Colorado
$83.1M +$15.7M +35,725 +23%
SG Americas Securities
171
SG Americas Securities
New York
$83.1M +$81.2M +184,221 +4,241%
JHP
172
James Hambro & Partners
United Kingdom
$82.8M +$5.64M +12,787 +7%
William Blair & Company
173
William Blair & Company
Illinois
$82.5M +$1.67M +3,782 +2%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$82.4M -$8.14M -18,479 -9%
State of Wisconsin Investment Board
175
State of Wisconsin Investment Board
Wisconsin
$81.7M -$2.1M -4,774 -3%
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