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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 %
LJAC
751
L.J. Altfest & Co
New York
$3.35M -$16.4K -33 -0.5%
BP
752
Ballentine Partners
Massachusetts
$3.34M -$9.96K -20 -0.3%
MWM
753
Meridian Wealth Management
Kentucky
$3.34M -$198K -398 -6%
HF
754
HRT Financial
New York
$3.27M +$3.27M +6,574 New
CIAS
755
CFS Investment Advisory Services
New Jersey
$3.23M -$23.4K -47 -0.7%
PWAM
756
Papamarkou Wellner Asset Management
New York
$3.21M +$3.21M +6,446 New
WSFS
757
Wilmington Savings Fund Society
Delaware
$3.2M +$5.48K +11 +0.2%
VSQM
758
V-Square Quantitative Management
Illinois
$3.2M +$45.8K +92 +1%
Fisher Asset Management
759
Fisher Asset Management
Washington
$3.17M -$81.7K -164 -3%
CAC
760
Certified Advisory Corp
Florida
$3.14M -$12.9K -26 -0.4%
BOH
761
Bank of Hawaii
Hawaii
$3.12M -$71.2K -143 -2%
WJWM
762
Williams Jones Wealth Management
New York
$3.06M -$761K -1,529 -20%
VI
763
Vestcor Inc
New Brunswick, Canada
$3.02M -$2.99K -6 -0.1%
CWP
764
Cyndeo Wealth Partners
Florida
$3M +$54.8K +110 +2%
TCOV
765
Trust Company of Vermont
Vermont
$3M -$118K -237 -4%
CSIC
766
Clifford Swan Investment Counsel
California
$2.99M -$163K -327 -5%
CI
767
Ceera Investments
Texas
$2.97M – – –
TYCC
768
Texas Yale Capital Corp
Florida
$2.96M – – –
LT
769
Lindsell Train
United Kingdom
$2.94M – – –
CF
770
Collier Financial
Colorado
$2.93M +$2.93M +5,886 New
GP
771
Gallo Partners
New Jersey
$2.93M +$2.93M +5,881 New
MC
772
Mirabaud & Cie
Switzerland
$2.93M -$158K -318 -5%
SFA
773
Sequoia Financial Advisors
Ohio
$2.92M +$139K +279 +5%
PCG
774
Prosperity Consulting Group
Maryland
$2.88M +$271K +545 +10%
RPGK
775
Retirement Planning Group (Kansas)
Kansas
$2.87M +$11K +22 +0.4%
29 30
31
32 33