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S&P Global
SPGI

Overview Fund Activity

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M

Top Buyers

1
Citigroup
Citigroup
New York
$826M
2
Morgan Stanley
Morgan Stanley
New York
$3.24B
3
Capital International Investors
Capital International Investors
California
$3.53B
4
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$469M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.08B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$95.2M
2
Millennium Management
Millennium Management
New York
$166M
3
BlackRock
BlackRock
New York
$13B
4
Ameriprise
Ameriprise
Minnesota
$1.02B
5
FCM
Farallon Capital Management
California
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
176
Nicholas Company
Wisconsin
$85.5M – – –
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$84.2M -$40M -77,375 -32%
SIC
178
Schwartz Investment Counsel
Michigan
$84M – – –
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$83.4M +$1.06M +2,050 +1%
KeyBank National Association
180
KeyBank National Association
Ohio
$83.1M -$468K -905 -0.6%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$82.5M +$2.61M +5,061 +3%
Point72 Asset Management
182
Point72 Asset Management
Connecticut
$82M -$66.5M -128,689 -45%
JWBC
183
John W. Bristol & Co
New York
$81.8M -$1.59M -3,070 -2%
BHC
184
Bowen Hanes & Co
Florida
$81.6M -$1.66M -3,209 -2%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$80.4M -$4.1M -7,929 -5%
CIM
186
Confluence Investment Management
Missouri
$80.3M -$16.5M -31,940 -17%
Handelsbanken Fonder
187
Handelsbanken Fonder
Sweden
$80.2M -$2.74M -5,298 -3%
JIC
188
Johnson Investment Counsel
Ohio
$79.7M -$11.9M -23,044 -13%
TD Asset Management
189
TD Asset Management
Ontario, Canada
$79.1M -$298K -582 -0.4%
MNA
190
Manning & Napier Advisors
New York
$78.9M -$47.1M -91,189 -37%
PL
191
Perpetual Ltd
Australia
$78.6M -$4.6M -8,904 -6%
Asset Management One
192
Asset Management One
Japan
$78.5M +$2.41M +4,661 +3%
MG
193
Markel Group
Virginia
$77.8M – – –
OCBV
194
Ownership Capital B.V.
Netherlands
$76.8M +$76.8M +148,720 New
Man Group
195
Man Group
United Kingdom
$76.8M -$35.7M -69,054 -32%
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$74.8M -$63.2M -122,409 -46%
Ohio Public Employees Retirement System (OPERS)
197
Ohio Public Employees Retirement System (OPERS)
Ohio
$73.2M -$1.13M -2,189 -2%
PAM
198
Panagora Asset Management
Massachusetts
$72.1M -$19.6M -37,996 -21%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$71.2M +$5.11M +9,887 +8%
Treasurer of the State of North Carolina
200
Treasurer of the State of North Carolina
North Carolina
$71.1M -$300K -580 -0.4%
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