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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 %
ECM
726
Everence Capital Management
Indiana
$3.66M -$1.88M -3,780 -34%
MCB
727
Morton Community Bank
Illinois
$3.66M +$19.9K +40 +0.5%
RC
728
Roundview Capital
New Jersey
$3.64M +$1.05M +2,111 +41%
LFS
729
Legacy Financial Strategies
Kansas
$3.62M +$20.8K +42 +0.6%
TFA
730
Teamwork Financial Advisors
Texas
$3.6M +$632K +1,269 +21%
BFW
731
Brady Family Wealth
Missouri
$3.59M -$179K -359 -5%
TPA
732
Trivium Point Advisory
Connecticut
$3.56M +$42.8K +86 +1%
SI
733
Sora Investors
Pennsylvania
$3.56M +$3.56M +7,143 New
S
734
SignatureFD
Georgia
$3.54M -$115K -231 -3%
TAM
735
Tocqueville Asset Management
New York
$3.51M +$179K +360 +5%
EF
736
Empowered Funds
Pennsylvania
$3.5M +$501K +1,006 +17%
BFG
737
Bleakley Financial Group
New Jersey
$3.5M +$36.4K +73 +1%
WSC
738
Wellington Shields & Co
New York
$3.49M – – –
PFS
739
Prospera Financial Services
Texas
$3.46M +$44.3K +89 +1%
FWM
740
Fortress Wealth Management
California
$3.46M -$4.48K -9 -0.1%
VA
741
Vident Advisory
Georgia
$3.46M +$388K +778 +13%
PI
742
Pettee Investors
Connecticut
$3.42M -$17.4K -35 -0.5%
AI
743
Aperture Investors
New York
$3.4M +$992K +1,992 +41%
RT
744
Rockland Trust
Massachusetts
$3.4M -$9.9M -19,878 -74%
PCIA
745
Prime Capital Investment Advisors
Kansas
$3.39M -$151K -303 -4%
WHAM
746
Windmill Hill Asset Management
United Kingdom
$3.39M +$47.3K +95 +1%
SAM
747
Silvercrest Asset Management
New York
$3.38M +$390K +783 +13%
HI
748
Horizon Investments
North Carolina
$3.38M +$73.2K +147 +2%
RA
749
Rockingstone Advisors
Massachusetts
$3.36M -$475K -953 -12%
AUB
750
Atlantic Union Bankshares
Virginia
$3.35M -$825K -1,656 -20%
28 29
30
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