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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 %
BIAS
1776
Beacon Investment Advisory Services
New Jersey
– -$1.73M -4,733 Closed
FMAEN1
1777
Fund Management at Engine No 1
California
– -$1.7M -4,653 Closed
SW
1778
Solidarity Wealth
Utah
– -$1.47M -4,026 Closed
APM
1779
Advanced Portfolio Management
New York
– -$1.36M -3,733 Closed
ESCM
1780
Echo Street Capital Management
New York
– -$1.3M -3,560 Closed
MNBTD
1781
Moody National Bank Trust Division
Texas
– -$1.29M -3,536 Closed
FDP
1782
Financiere des Professionnels
Quebec, Canada
– -$1.11M -3,025 Closed
FFG
1783
Frisch Financial Group
New York
– -$1.1M -3,000 Closed
CCA
1784
Catalyst Capital Advisors
New York
– -$1.03M -2,809 Closed
NRD
1785
Nebula Research & Development
New York
– -$965K -2,642 Closed
OCBCO
1786
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$835K -2,286 Closed
DTL
1787
Dynamic Technology Lab
Singapore
– -$717K -1,963 Closed
EWM
1788
EPG Wealth Management
Georgia
– -$707K -1,935 Closed
MCI
1789
MRP Capital Investments
Georgia
– -$676K -1,849 Closed
VEA
1790
Virtus ETF Advisers
New York
– -$645K -1,764 Closed
BS
1791
Bessemer Securities
New York
– -$597K -1,635 Closed
VC
1792
Vicus Capital
Pennsylvania
– -$597K -1,634 Closed
LC
1793
Lavaca Capital
Texas
– -$589K -1,613 Closed
BP
1794
BBR Partners
New York
– -$576K -1,575 Closed
CF
1795
Cantor Fitzgerald
New York
– -$535K -1,464 Closed
MIA
1796
MainStreet Investment Advisors
Illinois
– -$488K -1,336 Closed
JCM
1797
JS Capital Management
New York
– -$448K -1,225 Closed
HT
1798
Headlands Technologies
Illinois
– -$413K -1,130 Closed
UH
1799
Unigestion Holding
Switzerland
– -$408K -1,108 Closed
AR
1800
Advisory Research
Illinois
– -$400K -1,096 Closed
70 71
72
73 74