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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 %
SWP
676
Stratos Wealth Partners
Ohio
$4.6M +$211K +424 +5%
FFA
677
First Foundation Advisors
California
$4.59M +$520K +1,045 +13%
SSA
678
Schonfeld Strategic Advisors
New York
$4.58M -$3.81M -7,652 -45%
TMAM
679
Tokio Marine Asset Management
Japan
$4.56M +$92.1K +185 +2%
WFG
680
Wills Financial Group
Virginia
$4.54M +$63.7K +128 +1%
OIA
681
OneDigital Investment Advisors
Kansas
$4.51M -$975K -1,957 -18%
SFI
682
Siemens Fonds Invest
Germany
$4.47M +$154K +309 +4%
FWTB
683
First Western Trust Bank
Colorado
$4.47M -$216K -434 -5%
AG
684
Ascent Group
Virginia
$4.47M +$214K +429 +5%
NEI
685
Northwest & Ethical Investments
Ontario, Canada
$4.46M -$3.9M -7,831 -47%
WIM
686
WealthPlan Investment Management
Nebraska
$4.46M -$6.47K -13 -0.1%
SI
687
Sava Infond
Slovenia
$4.41M +$4.41M +8,848 New
CCM
688
Coldstream Capital Management
Washington
$4.38M +$110K +220 +3%
TBA
689
Tower Bridge Advisors
Pennsylvania
$4.37M -$62.3K -125 -1%
BG
690
BDF Gestion
France
$4.37M -$568K -1,140 -12%
OAM
691
Ostrum Asset Management
France
$4.32M +$15.9K +32 +0.4%
FFM
692
Fisher Funds Management
New Zealand
$4.31M +$4.31M +8,667 New
BWM
693
BNC Wealth Management
Oregon
$4.3M +$419K +842 +11%
AAP
694
Arax Advisory Partners
Colorado
$4.28M +$377K +757 +10%
PWP
695
Private Wealth Partners
California
$4.26M -$22.4K -45 -0.5%
CIC
696
Cutler Investment Counsel
Oregon
$4.23M -$111K -222 -3%
PMWMG
697
Parr McKnight Wealth Management Group
Minnesota
$4.21M +$4.21M +8,457 New
QCM
698
Qsemble Capital Management
New York
$4.16M +$1.45M +2,919 +54%
DI
699
Diligent Investors
California
$4.12M -$274K -550 -6%
SC
700
Scholtz & Company
Connecticut
$4.1M +$205K +412 +5%
26 27
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