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S&P Global
SPGI

Overview Fund Activity

1,611 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, 610 increasing their positions, 603 reducing their positions, and 103 closing their positions.

Holders
1,611
Holders Change
+26
Holders Change %
+1.64%
% of All Funds
25.41%
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
610
Reduced
603
Closed
103
Calls
$471M
Puts
$706M
Net Calls
-$235M
Net Calls Change
-$325M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.69B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$4.16B
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$1.16B
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$457M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$149M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$11M
2
BlackRock
2
BlackRock
New York
$9.95B
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.13B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$6.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.4B 28,513,907 -85,961 -0.3%
BlackRock
2
BlackRock
New York
$9.95B 24,807,619 -936,632 -4%
State Street
3
State Street
Massachusetts
$5.79B 14,434,798 +282,966 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.16B 10,385,636 +1,220,298 +13%
TCI Fund Management
5
TCI Fund Management
United Kingdom
$3.74B 9,329,611 – –
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.69B 6,698,728 +1,577,012 +31%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.56B 6,383,609 +15,224 +0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.38B 5,959,972 +19,422 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$2.1B 5,230,128 +153,741 +3%
Capital International Investors
10
Capital International Investors
California
$1.96B 4,882,956 -77,551 -2%
Invesco
11
Invesco
Georgia
$1.7B 4,243,581 +35,372 +0.8%
Edgewood Management
12
Edgewood Management
Connecticut
$1.48B 3,681,066 -106,735 -3%
Norges Bank
13
Norges Bank
Norway
$1.41B 3,511,541 +34,724 +1%
Capital World Investors
14
Capital World Investors
California
$1.39B 3,456,742 +4,833 +0.1%
Northern Trust
15
Northern Trust
Illinois
$1.29B 3,222,469 -196,338 -6%
Goldman Sachs
16
Goldman Sachs
New York
$1.22B 3,036,825 +137,843 +5%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$1.16B 2,881,232 +533,417 +23%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.13B 2,808,252 -468,292 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.07B 2,670,714 -105,988 -4%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.04B 2,602,170 -79,104 -3%
Parnassus Investments
21
Parnassus Investments
California
$1B 2,500,623 +33,514 +1%
SGA
22
Sustainable Growth Advisers
Connecticut
$926M 2,310,054 +257,213 +13%
Bank of America
23
Bank of America
North Carolina
$887M 2,211,537 +227,489 +11%
CCM
24
Cantillon Capital Management
New York
$871M 2,173,131 +129,946 +6%
Ameriprise
25
Ameriprise
Minnesota
$844M 2,123,665 +254,518 +14%
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