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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 %
KNW
776
Kesler Norman & Wride
Utah
$2.86M +$135K +271 +5%
IUHSA
777
Itau Unibanco Holding S.A.
Brazil
$2.84M +$2.84M +5,711 New
ATC
778
Argent Trust Co
Tennessee
$2.84M +$17.9K +36 +0.6%
NO
779
Ninety One
South Africa
$2.83M -$22.4K -45 -0.8%
FRA
780
Frank Rimerman Advisors
California
$2.81M -$633K -1,272 -18%
LWCFA
781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.81M -$109K -209 -4%
OC
782
Oppenheimer & Co
New York
$2.8M +$666K +1,338 +31%
HIP
783
Harrell Investment Partners
Texas
$2.79M +$257K +516 +10%
RCA
784
Resonant Capital Advisors
Wisconsin
$2.77M +$12.5K +25 +0.5%
WR
785
WD Rutherford
Oregon
$2.77M +$182K +365 +7%
PA
786
Parallel Advisors
California
$2.75M -$66.7K -134 -2%
FP
787
Factorial Partners
New York
$2.74M – – –
MMA
788
Mizuho Markets Americas
New York
$2.72M -$3.31M -6,654 -55%
IB
789
Intrust Bank
Kansas
$2.7M -$63.7K -128 -2%
SCTC
790
Sanibel Captiva Trust Company
Florida
$2.69M -$1.49K -3 -0.1%
SC
791
Savant Capital
Illinois
$2.69M +$431K +865 +19%
HAG
792
HighPoint Advisor Group
Illinois
$2.69M +$160K +300 +6%
Dodge & Cox
793
Dodge & Cox
California
$2.69M – – –
OCM
794
Olstein Capital Management
New York
$2.69M – – –
HA
795
Herold Advisors
New York
$2.68M -$199K -400 -7%
MAS
796
Meeder Advisory Services
Ohio
$2.68M +$38.8K +78 +1%
SIM
797
Sterling Investment Management
Arizona
$2.68M -$34.9K -70 -1%
IA
798
IFP Advisors
Florida
$2.68M +$116K +232 +5%
AIC
799
Argus Investors Counsel
New York
$2.67M -$56.3K -113 -2%
SFG
800
Snider Financial Group
Washington
$2.64M +$140K +281 +6%
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