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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 %
SAM
451
Synergy Asset Management
Washington
$12.1M +$6.34M +12,547 +111%
CWM
452
Calamos Wealth Management
Illinois
$12M +$26.4K +53 +0.2%
GIM
453
Generate Investment Management
New Zealand
$12M +$12M +24,033 New
Jane Street
454
Jane Street
New York
$11.9M -$35M -70,338 -75%
WM
455
Whitford Management
New York
$11.9M +$11.9M +23,804 New
GC
456
Guggenheim Capital
Illinois
$11.8M -$2.28M -4,581 -16%
SWM
457
Spire Wealth Management
Virginia
$11.8M +$2.44M +4,904 +26%
QCM
458
QRG Capital Management
Illinois
$11.7M +$707K +1,419 +6%
IP
459
Interval Partners
New York
$11.7M -$1.57M -3,155 -12%
WP
460
Wedgewood Partners
Missouri
$11.6M -$509K -1,022 -4%
CGH
461
Crossmark Global Holdings
Texas
$11.5M +$1.12M +2,247 +11%
MC
462
Middleton & Co
Massachusetts
$11.5M +$2.99K +6 +0%
AF
463
Avanza Fonder
Sweden
$11.4M +$11.4M +22,918 New
CNAM
464
Campbell Newman Asset Management
Wisconsin
$11.4M -$725K -1,456 -6%
BDLIB
465
Banque de Luxembourg Investments (BLI)
Luxembourg
$11.4M +$11.4M +22,800 New
HFS
466
Haverford Financial Services
Pennsylvania
$11.3M -$650K -1,305 -5%
GI
467
GAMCO Investors
Connecticut
$11.3M -$328K -658 -3%
LCM
468
Logan Capital Management
Pennsylvania
$11.3M -$269K -540 -2%
PWC
469
PYA Waltman Capital
Tennessee
$11.3M -$54.3K -109 -0.5%
Mercer Global Advisors
470
Mercer Global Advisors
Colorado
$11.3M -$98.1M -196,879 -90%
CAPTRUST Financial Advisors
471
CAPTRUST Financial Advisors
North Carolina
$11.2M +$327K +657 +3%
CAM
472
Cresset Asset Management
Illinois
$11.1M -$20.7M -41,510 -65%
KPWS
473
Kestra Private Wealth Services
Texas
$11.1M +$969K +1,946 +10%
N
474
Natixis
France
$11.1M -$12.1M -24,366 -52%
BBA
475
BLB&B Advisors
Pennsylvania
$11M -$720K -1,446 -6%
17 18
19
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