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S&P Global
SPGI

Overview Fund Activity

1,587 hedge funds and large institutions have $95.4B invested in S&P Global in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 621 increasing their positions, 579 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,587
Holders Change
+27
Holders Change %
+1.73%
% of All Funds
25.4%
Holding in Top 10
64
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.25%
% of All Funds
1.02%
New
134
Increased
621
Reduced
579
Closed
85
Calls
$378M
Puts
$289M
Net Calls
+$89.8M
Net Calls Change
+$93M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.75B
2
BlackRock
BlackRock
New York
$8.88B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.16B
4
SGA
Sustainable Growth Advisers
Connecticut
$708M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$244M

Top Sellers

1
OIS
Okabena Investment Services
Minnesota
$1.89M
2
State Street
State Street
Massachusetts
$4.88B
3
N
Natixis
France
$22.4K
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$66.9M
5
Capital World Investors
Capital World Investors
California
$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
201
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$53.6M +$5.11M +14,822 +11%
CLOS
202
Compagnie Lombard Odier SCmA
Switzerland
$53.5M -$843K -2,444 -2%
Handelsbanken Fonder
203
Handelsbanken Fonder
Sweden
$52.8M +$2.31M +6,705 +5%
SFG
204
Sather Financial Group
Texas
$52.6M -$580K -1,681 -1%
Select Equity Group
205
Select Equity Group
New York
$52.5M -$103M -298,878 -66%
ICG
206
InterOcean Capital Group
Tennessee
$52.5M -$1.79M -5,184 -3%
CCMG
207
Clark Capital Management Group
Pennsylvania
$52.1M +$16.4M +47,444 +46%
MG
208
Markel Group
Virginia
$52M – – –
CSS
209
Cubist Systematic Strategies
Connecticut
$50.2M +$27.3M +79,241 +119%
MCM
210
Marsico Capital Management
Colorado
$50.2M +$11.7K +34 +0%
BMSSC
211
B. Metzler seel. Sohn & Co
Germany
$50.2M +$1.3M +3,757 +3%
GKIM
212
GW&K Investment Management
Massachusetts
$49.6M +$29.3M +84,947 +144%
Natixis Advisors
213
Natixis Advisors
Massachusetts
$49.4M +$5.82M +16,885 +13%
GIA
214
Gateway Investment Advisers
Ohio
$48.7M +$13.7M +39,834 +39%
Treasurer of the State of North Carolina
215
Treasurer of the State of North Carolina
North Carolina
$48.6M -$1.84M -5,326 -4%
Axa
216
Axa
France
$48.4M -$19.2M -55,612 -28%
HPC
217
HM Payson & Co
Maine
$48.3M +$924K +2,679 +2%
State of Tennessee, Department of Treasury
218
State of Tennessee, Department of Treasury
Tennessee
$47.6M +$187K +542 +0.4%
DAM
219
Delta Asset Management
Tennessee
$47.4M -$180K -522 -0.4%
CU
220
CDAM (UK)
United Kingdom
$46.9M – – –
SCM
221
Sirios Capital Management
Massachusetts
$46.6M +$5.69M +16,518 +14%
CS
222
Candriam SCA
Luxembourg
$45.9M +$435K +1,371 +1%
MAMU
223
Marathon Asset Management (UK)
United Kingdom
$45.6M -$6.58M -19,088 -13%
CA
224
Cullinan Associates
Kentucky
$44.9M -$193K -559 -0.4%
KeyBank National Association
225
KeyBank National Association
Ohio
$44.9M +$2.8M +8,130 +7%
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