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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 %
BMM
601
Buffington Mohr McNeal
Idaho
$6.55M -$80.7K -162 -1%
AC
602
Addenda Capital
Quebec, Canada
$6.5M +$6.5M +13,049 New
KIA
603
KCM Investment Advisors
California
$6.47M -$47.8K -96 -0.7%
FNBOMD
604
First National Bank of Mount Dora
Florida
$6.45M -$77.2K -155 -1%
Lido Advisors
605
Lido Advisors
California
$6.41M +$587K +1,178 +10%
CHAM
606
Clear Harbor Asset Management
Connecticut
$6.4M +$46.3K +93 +0.7%
KCM
607
Kanawha Capital Management
Virginia
$6.39M +$591K +1,187 +10%
CG
608
Caprock Group
Idaho
$6.36M +$356K +714 +6%
ST
609
Sentinel Trust
Texas
$6.34M – – –
FCI
610
Financial Counselors Inc
Kansas
$6.3M +$24.9K +50 +0.4%
AI
611
Atom Investors
Texas
$6.3M +$153K +307 +2%
CA
612
Clearstead Advisors
Ohio
$6.28M -$43.8K -88 -0.7%
AG
613
AIA Group
Hong Kong
$6.26M +$672K +1,349 +12%
PVI
614
Pine Valley Investments
New Jersey
$6.22M +$688K +1,381 +12%
IAM
615
Impact Asset Management
$6.2M -$219K -440 -3%
CTA
616
Colonial Trust Advisors
South Carolina
$6.13M -$235K -472 -4%
LPCM
617
Lynwood Price Capital Management
Texas
$6.13M +$6.13M +12,300 New
AIM
618
Achmea Investment Management
Netherlands
$6.11M +$3.2M +6,419 +110%
MCM
619
MAI Capital Management
Ohio
$6.1M +$315K +633 +5%
VCM
620
Voleon Capital Management
California
$6.04M +$6.04M +12,123 New
SHFA
621
SS&H Financial Advisors
Michigan
$5.92M – – –
SAM
622
Sompo Asset Management
Japan
$5.9M -$139K -280 -2%
CTA
623
Chesley Taft & Associates
Illinois
$5.89M -$17.4K -35 -0.3%
BAM
624
Bell Asset Management
Australia
$5.8M -$8.97K -18 -0.2%
MC
625
Mount Capital
United Kingdom
$5.75M – – –
23 24
25
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