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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 %
A
801
Argentarii
Ohio
$2.62M +$2.62M +5,269 New
CF
802
Centaurus Financial
California
$2.61M -$126K -252 -5%
CAM
803
Cypress Asset Management
Texas
$2.6M -$33.7K -67 -1%
PP
804
Postrock Partners
Oregon
$2.59M +$2.59M +5,205 New
HBT
805
Hills Bank & Trust
Iowa
$2.58M -$996 -2 -0%
RWP
806
Ridgecrest Wealth Partners
California
$2.56M – – –
GH
807
GAM Holding
Switzerland
$2.53M -$241K -484 -9%
STA
808
Summit Trail Advisors
New York
$2.52M +$815K +1,636 +48%
DL
809
DOHJ LLC
Washington
$2.51M +$12.9K +26 +0.5%
LSAG
810
Lake Street Advisors Group
New Hampshire
$2.49M +$14.9K +30 +0.6%
VFM
811
Viking Fund Management
North Dakota
$2.49M – – –
BFC
812
Blue Fin Capital
Rhode Island
$2.48M +$155K +311 +7%
RSWM
813
Robertson Stephens Wealth Management
California
$2.47M -$2.99K -6 -0.1%
AMM
814
American Money Management
California
$2.46M +$24.9K +50 +1%
GP
815
Geneva Partners
Wisconsin
$2.46M -$403K -809 -14%
OIS
816
Okabena Investment Services
Minnesota
$2.45M +$105K +210 +4%
PDL
817
Portfolio Design Labs
California
$2.42M +$651K +1,308 +37%
BOSSRA
818
B.O.S.S. Retirement Advisors
Utah
$2.42M -$2.76M -5,532 -53%
CCG
819
Cypress Capital Group
Florida
$2.42M -$363K -729 -13%
A
820
AlphaQuest
New York
$2.4M +$580K +1,165 +32%
MIH
821
Meitav Investment House
Israel
$2.39M -$1.95M -3,925 -45%
JWM
822
JPL Wealth Management
Colorado
$2.39M +$2.39M +4,799 New
IEFM
823
IQ EQ Fund Management
Ireland
$2.39M -$365K -733 -13%
MG
824
Mather Group
Illinois
$2.38M -$199K -399 -8%
CWM
825
Chemistry Wealth Management
New York
$2.37M +$92.6K +186 +4%
31 32
33
34 35