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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
25.68%
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
+$1.91B
2
Citadel Advisors
Citadel Advisors
Florida
+$437M
3
Capital International Investors
Capital International Investors
California
+$272M
4
Bank of America
Bank of America
North Carolina
+$226M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$151M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$806M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Jennison Associates
Jennison Associates
New York
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
1751
Delos Wealth Advisors
Texas
$441 – – –
DWM
1752
Dogwood Wealth Management
Kansas
$28 – – –
TC
1753
TwinBeech Capital
New York
– -$35.3M -96,642 Closed
DKCM
1754
Davidson Kempner Capital Management
New York
– -$34.6M -94,684 Closed
SBH
1755
Segall Bryant & Hamill
Illinois
– -$28.8M -78,709 Closed
LCM
1756
Laurion Capital Management
New York
– -$26.1M -71,467 Closed
JCM
1757
Jag Capital Management
Missouri
– -$6.52M -17,846 Closed
LP
1758
LMR Partners
United Kingdom
– -$5.3M -14,495 Closed
EW
1759
Evoke Wealth
California
– -$4.25M -11,625 Closed
Parallax Volatility Advisers
1760
Parallax Volatility Advisers
California
– -$4.05M -11,093 Closed
DA
1761
Duality Advisers
Florida
– -$3.92M -10,728 Closed
ECM
1762
ExodusPoint Capital Management
New York
– -$3.61M -9,870 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1763
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.36M -9,206 Closed
Capstone Investment Advisors
1764
Capstone Investment Advisors
New York
– -$3.19M -8,724 Closed
YIH
1765
Y-Intercept (HK)
Hong Kong
– -$3.14M -8,593 Closed
QIM
1766
Quantitative Investment Management
Virginia
– -$3.12M -8,538 Closed
ORAM
1767
One River Asset Management
Connecticut
– -$2.87M -7,789 Closed
RAM
1768
Readystate Asset Management
Illinois
– -$2.78M -7,620 Closed
SEC
1769
Seven Eight Capital
New York
– -$2.65M -7,252 Closed
Walleye Trading
1770
Walleye Trading
New York
– -$2.61M -7,129 Closed
ACM
1771
Aquatic Capital Management
Illinois
– -$2.6M -7,120 Closed
TF
1772
Threadgill Financial
Texas
– -$2.55M -6,950 Closed
VCM
1773
Vetamer Capital Management
California
– -$2.25M -6,146 Closed
GKFF
1774
George Kaiser Family Foundation
Oklahoma
– -$1.92M -5,268 Closed
GCP
1775
Garda Capital Partners
Minnesota
– -$1.83M -5,004 Closed
69 70
71
72 73