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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 %
WPC
851
Wedmont Private Capital
Pennsylvania
$2.18M +$160K +332 +8%
EW
852
Evoke Wealth
California
$2.18M +$81.7K +164 +4%
OM
853
OV Management
Minnesota
$2.18M +$159K +319 +8%
RIA
854
Regal Investment Advisors
Michigan
$2.17M -$21.4K -43 -1%
MWM
855
Mission Wealth Management
California
$2.17M +$273K +549 +14%
ACM
856
Ashford Capital Management
Delaware
$2.17M – – –
IWC
857
Integrated Wealth Concepts
Massachusetts
$2.16M +$175K +352 +9%
FFA
858
Farther Finance Advisors
California
$2.14M -$82.7K -166 -4%
DCM
859
Decatur Capital Management
Georgia
$2.13M -$31.4K -63 -1%
PWS
860
Peloton Wealth Strategists
Indiana
$2.13M – – –
WA
861
Waverly Advisors
Alabama
$2.13M +$1.19M +2,389 +127%
ICM
862
IMS Capital Management
Oregon
$2.12M +$4.98K +10 +0.2%
MWS
863
Maxwell Wealth Strategies
California
$2.1M -$17.4K -35 -0.8%
FTWA
864
Fifth Third Wealth Advisors
Ohio
$2.09M +$119K +238 +6%
MC
865
Machina Capital
France
$2.08M -$298K -599 -13%
BAM
866
Belpointe Asset Management
Nevada
$2.08M -$4.62K -9 -0.2%
QWM
867
Quadcap Wealth Management
Texas
$2.08M +$1.49K +3 +0.1%
LAIC
868
Lederer & Associates Investment Counsel
California
$2.08M -$66.2K -133 -3%
MADR
869
Milestones Administradora de Recursos
Brazil
$2.06M +$904K +1,815 +78%
MA
870
Montag & Associates
Georgia
$2.06M -$171K -344 -8%
APGDR
871
Absoluto Partners Gestao de Recursos
Brazil
$2.06M -$572K -1,148 -22%
KI
872
Keystone Investors
Singapore
$2.06M +$2.06M +4,127 New
PCM
873
Parsons Capital Management
Rhode Island
$2.04M -$4.48K -9 -0.2%
EM
874
Excalibur Management
Massachusetts
$2.03M – – –
WWM
875
Western Wealth Management
Colorado
$2.03M +$110K +220 +6%
33 34
35
36 37