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S&P Global
SPGI

Overview Fund Activity

2,010 hedge funds and large institutions have $134B invested in S&P Global in 2024 Q4 according to their latest regulatory filings, with 253 funds opening new positions, 709 increasing their positions, 744 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,010
Holders Change
+102
Holders Change %
+5.35%
% of All Funds
26.77%
Holding in Top 10
68
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.03%
% of All Funds
0.91%
New
253
Increased
709
Reduced
744
Closed
114
Calls
$683M
Puts
$565M
Net Calls
+$118M
Net Calls Change
+$44.4M

Top Buyers

1
BlackRock
1
BlackRock
New York
$13.2B
2
Northern Trust
2
Northern Trust
Illinois
$1.63B
3
BI
3
BlueSpruce Investments
Illinois
$179M
4
UBS AM
4
UBS AM
Illinois
$1.53B
5
Millennium Management
5
Millennium Management
New York
$311M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.88B
2
Capital International Investors
2
Capital International Investors
California
$2.99B
3
FCM
3
Farallon Capital Management
California
$0
4
Citigroup
4
Citigroup
New York
$565M
5
IAIM
5
International Assets Investment Management
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC World Market
226
CIBC World Market
Ontario, Canada
$55.9M +$622K +1,248 +1%
Rafferty Asset Management
227
Rafferty Asset Management
New York
$55.8M +$1.73M +3,464 +3%
DADC
228
D.A. Davidson & Co
Montana
$55.4M -$218K -437 -0.4%
TAF
229
Tredje AP-fonden
Sweden
$54.9M +$6.74M +13,524 +14%
EWA
230
EP Wealth Advisors
California
$54.2M -$518K -1,040 -0.9%
1832 Asset Management
231
1832 Asset Management
Ontario, Canada
$53.4M -$71.2M -142,871 -57%
LF
232
Lansforsakringar Fondforvaltning
Sweden
$53.2M +$53.2M +106,756 New
First Trust Advisors
233
First Trust Advisors
Illinois
$53M +$41.4M +83,070 +356%
Renaissance Technologies
234
Renaissance Technologies
New York
$52.9M +$52.9M +106,222 New
CF
235
Cypress Funds
California
$52.6M – – –
HCM
236
Howland Capital Management
Massachusetts
$52.4M -$326K -655 -0.6%
UCFA
237
United Capital Financial Advisors
Texas
$51.2M -$4.48M -9,002 -8%
BHIA
238
Birch Hill Investment Advisors
Massachusetts
$51.2M +$1.01M +2,027 +2%
WorldQuant Millennium Advisors
239
WorldQuant Millennium Advisors
New York
$51M +$37.2M +74,611 +268%
Luther King Capital Management (LKCM)
240
Luther King Capital Management (LKCM)
Texas
$51M +$27M +54,258 +113%
NB
241
Norinchukin Bank
Japan
$51M +$271K +545 +0.5%
QP
242
Quilter Plc
United Kingdom
$50.1M +$2.94M +5,904 +6%
CGPCS
243
Capital Group Private Client Services
California
$49.9M -$386K -776 -0.8%
NSLI
244
Nan Shan Life Insurance
Taiwan
$49.6M +$46.8M +93,913 +1,664%
RAM
245
Resona Asset Management
Japan
$49.4M -$2.06M -4,128 -4%
Comerica Bank
246
Comerica Bank
Texas
$49.1M -$2.24M -4,504 -4%
CP
247
Cumberland Partners
Ontario, Canada
$49M +$131K +263 +0.3%
Select Equity Group
248
Select Equity Group
New York
$48.6M -$13.2M -26,531 -21%
ICP
249
Ironvine Capital Partners
Nebraska
$48.4M -$105K -210 -0.2%
RFC
250
Regions Financial Corp
Alabama
$48.4M +$484K +972 +1%
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