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S&P Global
SPGI

Overview Fund Activity

1,613 hedge funds and large institutions have $111B invested in S&P Global in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 611 increasing their positions, 603 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.44%
Holding in Top 10
72
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.5%
% of All Funds
1.14%
New
139
Increased
611
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$632M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$489M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$214M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$176M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$3.88B
2
BlackRock
BlackRock
New York
-$375M
3
Citadel Advisors
Citadel Advisors
Florida
-$262M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Renaissance Technologies
Renaissance Technologies
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSA
201
Schonfeld Strategic Advisors
New York
$60.8M -$2.25M -5,622 -4%
MG
202
Markel Group
Virginia
$60.4M – – –
AIMCA
203
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$60.4M -$1.95M -4,865 -3%
MCM
204
Marsico Capital Management
Colorado
$60.2M +$1.91M +4,754 +3%
MAMU
205
Marathon Asset Management (UK)
United Kingdom
$60M +$6.87M +17,148 +13%
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$59M +$17.6M +43,869 +43%
GKIM
207
GW&K Investment Management
Massachusetts
$58.5M +$833K +2,078 +1%
LPL Financial
208
LPL Financial
California
$58.1M +$7.93M +19,781 +16%
Treasurer of the State of North Carolina
209
Treasurer of the State of North Carolina
North Carolina
$58.1M +$1.61M +4,010 +3%
TAMH
210
Taikang Asset Management (HK)
Hong Kong
$58M -$58M -18,463 -50%
HPC
211
HM Payson & Co
Maine
$56.8M +$685K +1,708 +1%
NB
212
Norinchukin Bank
Japan
$56.1M +$5.27M +13,147 +10%
DAM
213
Delta Asset Management
Tennessee
$55.6M +$560K +1,397 +1%
CU
214
CDAM (UK)
United Kingdom
$54.5M -$40.1K -100 -0.1%
KeyBank National Association
215
KeyBank National Association
Ohio
$54.5M +$2.3M +5,736 +4%
HighTower Advisors
216
HighTower Advisors
Illinois
$52.4M +$3.64M +9,083 +7%
CA
217
Cullinan Associates
Kentucky
$52.1M -$80.2K -200 -0.2%
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$52M +$1.44M +3,580 +3%
SCM
219
Sirios Capital Management
Massachusetts
$51.2M -$2.98M -7,421 -5%
VOYA Investment Management
220
VOYA Investment Management
Georgia
$50.9M -$1.14M -2,837 -2%
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$50.8M +$20.9M +52,016 +70%
PIM
222
Provident Investment Management
Michigan
$50.2M -$139K -347 -0.3%
GLA
223
Great Lakes Advisors
Illinois
$49.9M +$4.51M +11,240 +10%
SCP
224
Sandhill Capital Partners
New York
$49.6M +$74.6K +186 +0.2%
BC
225
Bartlett & Co
Ohio
$49.3M +$1.15M +2,874 +2%
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