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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 %
Caisse de Depot et Placement du Quebec (CDPQ)
176
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.7M +$14.6M +33,056 +22%
State of New Jersey Common Pension Fund D
177
State of New Jersey Common Pension Fund D
New Jersey
$81.7M -$576K -1,307 -0.7%
MNG
178
Manning & Napier Group
New York
$81.6M -$1.83M -4,159 -2%
State of Tennessee, Department of Treasury
179
State of Tennessee, Department of Treasury
Tennessee
$81.1M +$2.02M +4,594 +3%
Chevy Chase Trust
180
Chevy Chase Trust
Maryland
$79.9M -$829K -1,881 -1%
Truist Financial
181
Truist Financial
North Carolina
$79.1M -$15.1M -34,361 -16%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$77.9M +$781K +1,774 +1%
CIC
183
Crawford Investment Counsel
Georgia
$76.5M -$1.47M -3,332 -2%
ICG
184
InterOcean Capital Group
Tennessee
$76.2M +$1.55M +3,515 +2%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$76.1M +$3.76M +8,537 +5%
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$75.4M -$417K -947 -0.6%
BNP Paribas Financial Markets
187
BNP Paribas Financial Markets
France
$74.8M -$50.3M -114,091 -40%
Alkeon Capital Management
188
Alkeon Capital Management
New York
$74.8M -$84.6K -192 -0.1%
CS
189
Candriam SCA
Luxembourg
$74.5M -$6.09M -13,815 -8%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$74.2M +$2.09M +4,754 +3%
BHC
191
Bowen Hanes & Co
Florida
$72.9M +$271K +615 +0.4%
NC
192
Nicholas Company
Wisconsin
$72.9M – – –
JWBC
193
John W. Bristol & Co
New York
$72.5M -$3.59M -8,143 -5%
BMSSC
194
B. Metzler seel. Sohn & Co
Germany
$72.2M +$721K +1,637 +1%
KeyBank National Association
195
KeyBank National Association
Ohio
$71.8M +$4.57M +10,383 +7%
HighTower Advisors
196
HighTower Advisors
Illinois
$71.7M +$12.2M +27,768 +21%
SIC
197
Schwartz Investment Counsel
Michigan
$71.5M – – –
CCMG
198
Clark Capital Management Group
Pennsylvania
$70.9M +$1.12M +2,545 +2%
TD Asset Management
199
TD Asset Management
Ontario, Canada
$70M -$55.8M -126,691 -44%
Westfield Capital Management
200
Westfield Capital Management
Massachusetts
$69.3M -$12.7M -28,810 -15%
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