Stocks
Funds
Screener
Sectors
Watchlists
More
SPGI - S&P Global Inc Stock Price, Fair Value and News
409.50
USD
-8.31
(-1.99%)
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
2024-04-12
BALDWIN BROTHERS LLC/MA
REDUCED
Premium
Premium
Premium
Premium
18,910
2024-04-12
GATEWAY INVESTMENT ADVISERS LLC
REDUCED
Premium
Premium
Premium
Premium
73,537
2024-04-12
AdvisorNet Financial, Inc
ADDED
Premium
Premium
Premium
Premium
2,896
2024-04-12
NORTHWEST INVESTMENT COUNSELORS, LLC
NEW
Premium
Premium
Premium
Premium
53.00
2024-04-12
Cohen Klingenstein LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,400
2024-04-12
DNB Asset Management AS
REDUCED
Premium
Premium
Premium
Premium
273,598
2024-04-12
HARBOR INVESTMENT ADVISORY, LLC
ADDED
Premium
Premium
Premium
Premium
1,188
2024-04-12
West Coast Financial LLC
REDUCED
Premium
Premium
Premium
Premium
17,427
2024-04-12
Carlson Capital Management
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-12
Riverview Trust Co
NEW
Premium
Premium
Premium
Premium
105
2024-04-12
Dynamic Advisor Solutions LLC
ADDED
Premium
Premium
Premium
Premium
7,082
2024-04-12
CHICAGO TRUST Co NA
REDUCED
Premium
Premium
Premium
Premium
2,041
2024-04-12
Triad Investment Management
ADDED
Premium
Premium
Premium
Premium
861
2024-04-12
True North Advisors, LLC
NEW
Premium
Premium
Premium
Premium
487
2024-04-12
Columbus Macro, LLC
REDUCED
Premium
Premium
Premium
Premium
1,779
2024-04-12
Nova R Wealth, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
1,492
2024-04-12
Pacifica Partners Inc.
UNCHANGED
Premium
Premium
Premium
Premium
61.00
2024-04-12
Lloyd Advisory Services, LLC.
ADDED
Premium
Premium
Premium
Premium
4,116
2024-04-12
Affinity Capital Advisors, LLC
ADDED
Premium
Premium
Premium
Premium
588
2024-04-12
Fermata Advisors, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-12
TILIA FIDUCIARY PARTNERS, INC.
ADDED
Premium
Premium
Premium
Premium
1,172
2024-04-12
Wallace Advisory Group, LLC
REDUCED
Premium
Premium
Premium
Premium
1,219
2024-04-12
ARMSTRONG ADVISORY GROUP, INC
UNCHANGED
Premium
Premium
Premium
Premium
112
2024-04-12
Global Assets Advisory, LLC
NEW
Premium
Premium
Premium
Premium
43,581
2024-04-12
Hoxton Planning & Management, LLC
REDUCED
Premium
Premium
Premium
Premium
1,462
Rows per page:
10
25
50
All
1–25 of 1905
Which funds are the top buyers of SPGI?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
28,796,100
12,685,200,000
0.28%
BlackRock Inc.
24,222,800
10,670,600,000
0.27%
STATE STREET CORP
14,220,400
6,264,370,000
0.30%
TCI FUND MANAGEMENT LTD
9,032,610
3,979,050,000
11.06%
JPMORGAN CHASE & CO
7,870,490
3,467,110,000
0.33%
WELLINGTON MANAGEMENT GROUP LLP
7,100,390
3,127,870,000
0.58%
FMR LLC
6,278,840
2,765,950,000
0.21%
GEODE CAPITAL MANAGEMENT, LLC
6,130,140
2,692,060,000
0.28%
Capital International Investors
5,502,040
2,423,760,000
0.54%
GOLDMAN SACHS GROUP INC
5,409,670
2,383,070,000
0.21%
Rows per page:
10
1–10 of 97
Which funds have put a big percent of portfolio in SPGI?
Fund Name
$ Value
% Port.
Valley Forge Capital Management, LP
729,308,000
20.73%
Snowhook Capital Management LP
29,744,000
15.89%
Atalan Capital Partners, LP
154,182,000
13.58%
Totem Point Management, LLC
9,089,690
11.78%
TCI FUND MANAGEMENT LTD
3,979,050,000
11.06%
Clio Asset Management LLC
12,839,000
10.43%
Round Hill Asset Management
16,502,300
10.36%
Lionstone Capital Management LLC
37,003,700
10.20%
Rothschild & Co Wealth Management UK Ltd
604,736,000
9.92%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD
57,050,000
8.50%
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
NORGES BANK
1,652,860,000
Unisphere Establishment
748,884,000
Degroof Petercam Asset Management
87,945,400
CONFLUENCE INVESTMENT MANAGEMENT LLC
80,778,200
Rokos Capital Management LLP
34,162,700
J.P. Morgan Private Wealth Advisors LLC
26,688,300
Point72 Asset Management, L.P.
23,858,600
DAVIDSON KEMPNER PARTNERS
23,751,600
Additions
Fund Name
% Increased
GeoWealth Management, LLC
5,821
Bollard Group LLC
5,000
TOBAM
4,900
PINEBRIDGE INVESTMENTS, L.P.
4,333
SG Americas Securities, LLC
4,240
Rise Advisors, LLC
3,560
Calamos Wealth Management LLC
2,844
BENJAMIN F. EDWARDS & COMPANY, INC.
2,274
Reductions
Fund Name
% Reduced
PEAK6 Investments LLC
-99.96
Mondrian Investment Partners LTD
-99.93
JENNISON ASSOCIATES LLC
-99.83
Arlington Trust Co LLC
-97.56
SANDLER CAPITAL MANAGEMENT
-93.18
Engineers Gate Manager LP
-92.86
Redwood Investment Management, LLC
-91.32
Alberta Investment Management Corp
-87.61
Sold off
Fund Name
$ Sold
TWINBEECH CAPITAL LP
-35,314,000
Davidson Kempner Capital Management LP
-34,598,500
SEGALL BRYANT & HAMILL, LLC
-28,761,200
JAG CAPITAL MANAGEMENT, LLC
-6,521,230
Noble Path Asset Management LP
-6,008,820
DUALITY ADVISERS, LP
-3,920,120
ExodusPoint Capital Management, LP
-3,607,000
Connor, Clark & Lunn Investment Management Ltd.
-3,363,960