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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
+$1.91B
2
Citadel Advisors
Citadel Advisors
Florida
+$437M
3
Capital International Investors
Capital International Investors
California
+$272M
4
Bank of America
Bank of America
North Carolina
+$226M
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$151M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$806M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$264M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$211M
4
Jennison Associates
Jennison Associates
New York
-$171M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSV
201
MN Services Vermogensbeheer
Netherlands
$68.4M -$2.03M -4,600 -3%
Asset Management One
202
Asset Management One
Japan
$68.1M -$5.49M -12,416 -7%
GF
203
Gabelli Funds
New York
$67.1M -$4.51M -10,245 -6%
MG
204
Markel Group
Virginia
$66.4M – – –
CU
205
CDAM (UK)
United Kingdom
$64M -$2.4M -5,450 -4%
Treasurer of the State of North Carolina
206
Treasurer of the State of North Carolina
North Carolina
$63.6M +$1.42M +3,221 +2%
HPC
207
HM Payson & Co
Maine
$63M -$800K -1,817 -1%
CBUSF
208
Construction & Building Unions Superannuation Fund
Australia
$61.4M -$14.1M -31,933 -19%
GKIM
209
GW&K Investment Management
Massachusetts
$61.1M -$1.59M -3,619 -3%
MAMU
210
Marathon Asset Management (UK)
United Kingdom
$61M -$1.85M -4,208 -3%
Skandinaviska Enskilda Banken (SEB)
211
Skandinaviska Enskilda Banken (SEB)
Sweden
$60.6M -$3.84M -8,714 -6%
CF
212
Cypress Funds
California
$60.4M +$8.81M +20,000 +17%
DAM
213
Delta Asset Management
Tennessee
$60.1M -$921K -2,091 -2%
NONA
214
Ninety One North America
New York
$59.9M -$9.06M -20,561 -13%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$59.2M +$935K +2,122 +2%
Bank of Nova Scotia
216
Bank of Nova Scotia
Ontario, Canada
$58.6M +$4.17M +9,471 +8%
CA
217
Cullinan Associates
Kentucky
$57.3M -$264K -600 -0.5%
TCM
218
Tybourne Capital Management
Hong Kong
$57M -$15.1M -34,379 -21%
UCFA
219
United Capital Financial Advisors
Texas
$55.8M -$22.4M -50,790 -29%
VLKIM
220
Van Lanschot Kempen Investment Management
Netherlands
$55.5M +$19.5M +44,352 +54%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$55.5M +$889K +2,011 +2%
BC
222
Bartlett & Co
Ohio
$55.5M +$889K +2,011 +2%
GLA
223
Great Lakes Advisors
Illinois
$54M -$755K -1,713 -1%
CM
224
Cercano Management
Washington
$53.3M – – –
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$53.1M -$449K -1,020 -0.8%
7 8
9
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