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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 %
CGIM
701
Capital Group Investment Management
Singapore
$4.06M -$123K -247 -3%
PAG
702
Private Advisor Group
New Jersey
$4.04M -$157K -316 -4%
VanEck Associates
703
VanEck Associates
New York
$3.99M +$127K +256 +3%
SCM
704
Shelton Capital Management
Colorado
$3.99M -$16.9K -34 -0.4%
CIA
705
Concurrent Investment Advisors
Florida
$3.96M +$341K +685 +9%
BFM
706
Boston Financial Management
Massachusetts
$3.95M +$194K +390 +5%
Impax Asset Management Group
707
Impax Asset Management Group
United Kingdom
$3.94M -$120K -241 -3%
UB
708
UMB Bank
Missouri
$3.9M +$71.7K +144 +2%
PA
709
PFG Advisors
Arizona
$3.86M -$92.6K -186 -2%
SC
710
Scotia Capital
Ontario, Canada
$3.83M -$13K -26 -0.3%
RWM
711
Ritholtz Wealth Management
New York
$3.83M +$96.1K +193 +3%
CTC
712
Central Trust Company
Missouri
$3.81M -$91.6K -184 -2%
FDS
713
Freedom Day Solutions
Texas
$3.8M +$59.3K +119 +2%
CPC
714
Consolidated Planning Corp
Georgia
$3.79M +$103K +206 +3%
CS
715
Cannell & Spears
New York
$3.78M -$29.9K -60 -0.8%
TCM
716
Twin Capital Management
Pennsylvania
$3.78M -$205K -411 -5%
QT
717
Quantbot Technologies
New York
$3.77M +$1.34M +2,700 +55%
IWA
718
Invera Wealth Advisors
Oregon
$3.77M -$201K -392 -5%
BFA
719
Brendel Financial Advisors
New Hampshire
$3.77M -$122K -245 -3%
BPA
720
Beacon Pointe Advisors
California
$3.76M -$645K -1,296 -15%
HWM
721
HB Wealth Management
Georgia
$3.76M +$693K +1,391 +23%
KC
722
Katamaran Capital
United Kingdom
$3.73M +$3.73M +7,485 New
SC
723
Settian Capital
New York
$3.7M – – –
PIM
724
Plato Investment Management
Australia
$3.69M +$673K +1,347 +22%
MSK
725
Melissa S. Kampmann
$3.67M -$460K -924 -11%
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