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S&P Global
SPGI

Overview Fund Activity

2,012 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, 710 increasing their positions, 745 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+103
Holders Change %
+5.4%
% of All Funds
26.78%
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
710
Reduced
745
Closed
114
Calls
$683M
Puts
$565M
Net Calls
+$118M
Net Calls Change
+$44.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$646M
2
Northern Trust
Northern Trust
Illinois
+$262M
3
BI
BlueSpruce Investments
Illinois
+$179M
4
UBS AM
UBS AM
Illinois
+$178M
5
Millennium Management
Millennium Management
New York
+$151M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$537M
2
Capital International Investors
Capital International Investors
California
-$413M
3
FCM
Farallon Capital Management
California
-$246M
4
Citigroup
Citigroup
New York
-$232M
5
IAIM
International Assets Investment Management
Florida
-$231M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
376
Kornitzer Capital Management
Kansas
$18.3M -$1.85M -3,709 -9%
AQR Capital Management
377
AQR Capital Management
Connecticut
$18.1M +$615K +1,234 +4%
TA
378
Trivest Advisors
Hong Kong
$18.1M +$18.1M +36,400 New
SPIA
379
Steward Partners Investment Advisory
New York
$18.1M +$1.09M +2,188 +6%
SOADOR
380
State of Alaska Department of Revenue
Alaska
$18M -$498K -1,000 -3%
CI
381
Capital International
California
$17.9M -$524K -1,053 -3%
VPIM
382
Vanguard Personalized Indexing Management
California
$17.7M +$331K +665 +2%
AM
383
AGF Management
Ontario, Canada
$17.6M -$515K -1,034 -3%
LIC
384
Laurus Investment Counsel
Canada
$17.3M -$42.3K -85 -0.2%
OIAM
385
OFI Invest Asset Management
France
$17.1M +$17.1M +35,536 New
Wealthfront Advisers
386
Wealthfront Advisers
California
$16.9M +$1.16M +2,325 +7%
UF
387
Univest Financial
Pennsylvania
$16.8M +$387K +777 +2%
RWP
388
RWA Wealth Partners
Massachusetts
$16.7M +$13.1M +26,373 +371%
TAM
389
Troy Asset Management
United Kingdom
$16.6M -$2.26M -4,546 -12%
RGI
390
River Global Investors
United Kingdom
$16.5M +$16.5M +33,059 New
Kovitz Investment Group Partners
391
Kovitz Investment Group Partners
Illinois
$16.3M +$8.5M +17,047 +109%
Osaic Holdings
392
Osaic Holdings
Arizona
$16.3M +$5.57M +20,383 +52%
FT
393
Fiduciary Trust
Massachusetts
$16.2M -$266K -534 -2%
GT
394
Glenmede Trust
Pennsylvania
$16.1M -$141K -283 -0.9%
TWC
395
TD Waterhouse Canada
Ontario, Canada
$15.9M -$467K -936 -3%
B
396
Bellecapital
Switzerland
$15.8M +$1.38M +2,764 +10%
CIA
397
Covington Investment Advisors
Pennsylvania
$15.6M -$97.1K -195 -0.6%
TIAA Trust, National Association
398
TIAA Trust, National Association
North Carolina
$15.6M -$407K -817 -3%
Qube Research & Technologies (QRT)
399
Qube Research & Technologies (QRT)
United Kingdom
$15.4M +$11.5M +23,175 +301%
Jones Financial Companies
400
Jones Financial Companies
Missouri
$15.4M +$3.65M +7,322 +31%
14 15
16
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