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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 %
MGP
501
Metis Global Partners
California
$10M +$574K +1,153 +6%
MFG
502
Merit Financial Group
Georgia
$10M +$987K +1,982 +11%
AAS
503
Avantax Advisory Services
Texas
$9.93M -$347K -696 -3%
M
504
MOTCO
Texas
$9.92M -$234K -469 -2%
BWP
505
Baldwin Wealth Partners
Massachusetts
$9.9M +$653K +1,312 +7%
NB
506
NBT Bank
New York
$9.86M -$2.49K -5 -0%
CCM
507
Carderock Capital Management
Maryland
$9.85M -$78.7K -158 -0.8%
AWM
508
Apollon Wealth Management
South Carolina
$9.84M +$542K +1,088 +6%
SH
509
SeaTown Holdings
Singapore
$9.81M -$1.84M -3,695 -16%
HIMCH
510
Hartford Investment Management Co (HIMCO)
Connecticut
$9.77M -$277K -556 -3%
CBT
511
Central Bank & Trust
Kentucky
$9.77M -$1.22M -2,456 -11%
SAM
512
Sawgrass Asset Management
Florida
$9.66M -$567K -1,139 -6%
UM
513
UniSuper Management
Australia
$9.56M +$2.23M +4,485 +30%
FHA
514
First Horizon Advisors
Tennessee
$9.53M -$38.8K -78 -0.4%
WP
515
Woodline Partners
California
$9.5M +$9.5M +19,075 New
CCM
516
Corsair Capital Management
New York
$9.45M -$101K -203 -1%
KA
517
Kintegral Advisory
New York
$9.39M -$438K -879 -4%
CFO
518
Callan Family Office
Pennsylvania
$9.33M +$8.86M +17,793 +1,911%
CPH
519
C Partners Holding
Switzerland
$9.28M -$353K -708 -4%
MCM
520
Makena Capital Management
California
$9.28M +$1.47M +2,947 +19%
WIA
521
World Investment Advisors
California
$9.25M +$841K +1,689 +10%
ACM
522
Academy Capital Management
Texas
$9.16M -$46.3K -93 -0.5%
AC
523
AMS Capital
Brazil
$9.15M -$1.72M -3,458 -16%
BWL
524
Bogart Wealth LLC
Virginia
$9.15M +$682K +1,370 +8%
NIM
525
NEOS Investment Management
Connecticut
$9.07M +$2.28M +4,569 +34%
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