Stock Ideas
New
Stocks
Funds
Screener
Sectors
Watchlists
More
SPGI - S&P Global Inc Stock Price, Fair Value and News
441.88
+3.86
(+0.88%)
Market Closed
Watchlist
Share
Stock
/
SPGI
/
Funds-Owners-Holders
Which funds bought or sold SPGI recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-17
Rokos Capital Management LLP
UNCHANGED
Premium
Premium
Premium
Premium
77,514
2024-05-17
Plato Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
4,269
2024-05-17
Aspect Partners, LLC
UNCHANGED
Premium
Premium
Premium
Premium
77.00
2024-05-17
New Covenant Trust Company, N.A.
NEW
Premium
Premium
Premium
Premium
419
2024-05-17
CITIZENS FINANCIAL GROUP INC/RI
ADDED
Premium
Premium
Premium
Premium
3,711
2024-05-16
Redwood Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
105
2024-05-16
Vancity Investment Management Ltd
ADDED
Premium
Premium
Premium
Premium
52,598
2024-05-16
SkyView Investment Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
4,197
2024-05-16
Beacon Capital Management, LLC
ADDED
Premium
Premium
Premium
Premium
27.00
2024-05-16
WealthPlan Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
5,194
2024-05-16
LBP AM SA
REDUCED
Premium
Premium
Premium
Premium
22,236
2024-05-16
Pineridge Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
24.00
2024-05-16
Global Financial Private Client, LLC
REDUCED
Premium
Premium
Premium
Premium
19.00
2024-05-16
HANCOCK WHITNEY CORP
REDUCED
Premium
Premium
Premium
Premium
1,521
2024-05-16
WEDGEWOOD PARTNERS INC
REDUCED
Premium
Premium
Premium
Premium
25,151
2024-05-16
COMERICA BANK
REDUCED
Premium
Premium
Premium
Premium
102,641
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
ADDED
Premium
Premium
Premium
Premium
520,291
2024-05-16
Meiji Yasuda Life Insurance Co
ADDED
Premium
Premium
Premium
Premium
21,827
2024-05-16
LEVIN CAPITAL STRATEGIES, L.P.
NEW
Premium
Premium
Premium
Premium
1,141
2024-05-16
Jaffetilchin Investment Partners, LLC
REDUCED
Premium
Premium
Premium
Premium
636
2024-05-16
Ancora Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
168
2024-05-16
B. Riley Wealth Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
4,623
2024-05-16
First Western Trust Bank
REDUCED
Premium
Premium
Premium
Premium
12,753
2024-05-16
Colony Group, LLC
ADDED
Premium
Premium
Premium
Premium
6,931
Rows per page:
10
25
50
All
1–25 of 1895
Which funds are the top buyers of SPGI?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
28,775,700
12,242,600,000
0.24%
BlackRock Inc.
24,336,500
10,354,000,000
0.24%
STATE STREET CORP
14,087,400
5,993,460,000
0.27%
TCI FUND MANAGEMENT LTD
9,032,610
3,842,920,000
9.69%
WELLINGTON MANAGEMENT GROUP LLP
7,005,750
2,980,600,000
0.53%
GEODE CAPITAL MANAGEMENT, LLC
6,277,300
2,662,430,000
0.25%
FMR LLC
5,852,150
2,489,800,000
0.17%
Capital International Investors
5,793,750
2,464,950,000
0.50%
MORGAN STANLEY
5,240,510
2,229,580,000
0.18%
BANK OF AMERICA CORP /DE/
4,805,370
2,044,440,000
0.19%
Rows per page:
10
1–10 of 99
Which funds have put a big percent of portfolio in SPGI?
Fund Name
$ Value
% Port.
Valley Forge Capital Management, LP
704,358,000
19.21%
Snowhook Capital Management LP
29,744,000
15.89%
Atalan Capital Partners, LP
174,434,000
14.42%
Totem Point Management, LLC
11,369,300
12.44%
Svenska Handelsbanken AB (publ)
32,721,000
10.32%
TCI FUND MANAGEMENT LTD
3,842,920,000
9.69%
Rothschild & Co Wealth Management UK Ltd
583,698,000
9.68%
Lionstone Capital Management LLC
35,737,800
9.06%
Round Hill Asset Management
14,861,400
9.00%
Clio Asset Management LLC
11,696,000
8.45%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold SPGI
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Swedbank AB
351,774,000
Third Point LLC
142,526,000
TWO SIGMA ADVISERS, LP
100,339,000
CONFLUENCE INVESTMENT MANAGEMENT LLC
80,778,200
TWINBEECH CAPITAL LP
60,609,600
Federation des caisses Desjardins du Quebec
52,439,300
RENAISSANCE TECHNOLOGIES LLC
51,574,000
Prana Capital Management, LP
48,432,000
Additions
Fund Name
% Increased
PEAK6 Investments LLC
44,800
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
26,587
Plato Investment Management Ltd
4,922
Rise Advisors, LLC
3,560
WORLDQUANT MILLENNIUM ADVISORS LLC
1,195
Icon Wealth Advisors, LLC
418
Beacon Capital Management, LLC
200
Quarry LP
183
Reductions
Fund Name
% Reduced
PINEBRIDGE INVESTMENTS, L.P.
-97.83
T. Rowe Price Investment Management, Inc.
-97.63
Balyasny Asset Management L.P.
-97.08
Core Alternative Capital
-93.22
MITCHELL CAPITAL MANAGEMENT CO
-92.00
Brendel Financial Advisors LLC
-91.04
Impact Partnership Wealth, LLC
-90.09
Gradient Investments LLC
-89.76
Sold off
Fund Name
$ Sold
NORGES BANK
-1,652,860,000
Independent Franchise Partners LLP
-351,766,000
CDAM (UK) Ltd
-64,007,600
Lombard Odier Asset Management (Europe) Ltd
-21,516,800
NICOLA WEALTH MANAGEMENT LTD.
-13,788,300
Whitford Management LLC
-5,981,720
Candlestick Capital Management LP
-5,286,240
Freemont Management S.A.
-4,757,620