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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 %
EBT
826
Enterprise Bank & Trust
Massachusetts
$2.37M -$2.49K -5 -0.1%
CFCI
827
Comprehensive Financial Consultants Institutional
Indiana
$2.36M +$86.2K +173 +4%
TSMHT
828
Thurston Springer Miller Herd & Titak
Indiana
$2.36M +$1.03M +2,074 +78%
MSA
829
MUFG Securities Americas
New York
$2.33M +$2.33M +4,688 New
PA
830
Profund Advisors
Maryland
$2.32M -$215K -431 -8%
SWP
831
Sagespring Wealth Partners
Tennessee
$2.31M +$2.31M +4,638 New
CWM
832
Cordatus Wealth Management
Pennsylvania
$2.3M +$23.9K +48 +1%
WP
833
WealthShield Partners
North Carolina
$2.3M -$14.9K -30 -0.6%
GM
834
GeoWealth Management
Illinois
$2.29M +$288K +578 +14%
AIM
835
Anchor Investment Management
South Carolina
$2.28M +$768K +1,542 +51%
SW
836
SVB Wealth
Massachusetts
$2.28M +$2.28M +4,584 New
SIA
837
SkyView Investment Advisors
New Jersey
$2.28M -$190K -381 -8%
MIA
838
MMBG Investment Advisors
Florida
$2.28M – – –
PWM
839
Perigon Wealth Management
California
$2.28M -$79.3K -157 -3%
RB
840
Rodgers Brothers
Pennsylvania
$2.27M -$2.99K -6 -0.1%
WBC
841
Westpac Banking Corp
Australia
$2.27M – – –
VWM
842
Vivid Wealth Management
Iowa
$2.26M +$89.6K +180 +4%
KJHP
843
K.J. Harrison & Partners
Ontario, Canada
$2.24M -$5.95K -12 -0.3%
NP
844
NorthRock Partners
Minnesota
$2.24M -$164K -330 -7%
BS
845
Banco Santander
Spain
$2.22M -$440K -884 -17%
WCM
846
Whitener Capital Management
North Carolina
$2.22M -$24.9K -50 -1%
VFA
847
Valeo Financial Advisors
Indiana
$2.21M +$39.3K +79 +2%
GLR
848
Great Lakes Retirement
Ohio
$2.21M -$39.8K -80 -2%
VT
849
Vise Technologies
New York
$2.19M +$1.31M +2,640 +149%
CCG
850
Chatham Capital Group
Georgia
$2.19M -$50.3K -101 -2%
32 33
34
35 36