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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 %
AMI
626
Amica Mutual Insurance
Rhode Island
$5.75M – – –
AWS
627
Atria Wealth Solutions
New York
$5.74M +$630K +1,265 +12%
MWA
628
Meridian Wealth Advisors
Texas
$5.73M +$126K +252 +2%
FCH
629
Freestone Capital Holdings
Washington
$5.73M +$24.4K +49 +0.4%
SF
630
Summit Financial
New Jersey
$5.7M -$78.7K -158 -1%
NRS
631
Neville Rodie & Shaw
New York
$5.68M – – –
GLF
632
Groupe la Francaise
France
$5.66M +$5.66M +11,364 New
DSC
633
Duncker Streett & Co
Missouri
$5.66M +$23.9K +48 +0.4%
WCA
634
Waratah Capital Advisors
Ontario, Canada
$5.63M +$3.35M +6,730 +147%
IAA
635
Independent Advisor Alliance
North Carolina
$5.63M +$682K +1,369 +14%
BZWA
636
Blue Zone Wealth Advisors
California
$5.6M +$87.2K +175 +2%
FFA
637
Fragasso Financial Advisors
Pennsylvania
$5.59M -$547K -1,099 -9%
BCM
638
BTC Capital Management
Iowa
$5.58M -$22.9K -46 -0.4%
AAM
639
Azzad Asset Management
Virginia
$5.57M +$2.53M +5,090 +84%
DAS
640
Dynamic Advisor Solutions
Arizona
$5.5M +$1.4M +2,813 +34%
SI
641
Stephens Inc
Arkansas
$5.41M +$229K +460 +4%
Squarepoint
642
Squarepoint
New York
$5.38M -$7.94M -15,951 -60%
Two Sigma Investments
643
Two Sigma Investments
New York
$5.34M -$44.5M -89,289 -89%
RWM
644
RBA Wealth Management
California
$5.34M +$75.2K +151 +1%
PIM
645
Provident Investment Management
Michigan
$5.31M – – –
KIA
646
Knollwood Investment Advisory
Maryland
$5.28M -$1.23M -2,466 -19%
CICC
647
Capital Investment Counsel (Colorado)
Colorado
$5.26M -$1.49K -3 -0%
RIM
648
Reliant Investment Management
Tennessee
$5.21M +$112K +225 +2%
LF
649
Longbow Finance
Switzerland
$5.19M +$246K +494 +5%
ZB
650
Zions Bancorporation
Utah
$5.17M +$830K +1,666 +19%
24 25
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