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S&P Global
SPGI

Overview Fund Activity

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M

Top Buyers

1
Citigroup
Citigroup
New York
+$613M
2
Morgan Stanley
Morgan Stanley
New York
+$506M
3
Capital International Investors
Capital International Investors
California
+$484M
4
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$219M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$191M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$437M
2
Millennium Management
Millennium Management
New York
-$371M
3
BlackRock
BlackRock
New York
-$278M
4
Ameriprise
Ameriprise
Minnesota
-$277M
5
FCM
Farallon Capital Management
California
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
876
Evercore Wealth Management
New York
$1.95M – – –
MYIA
877
Mount Yale Investment Advisors
Colorado
$1.93M -$90.4K -175 -4%
CIG
878
Cullen Investment Group
Louisiana
$1.93M +$40.3K +78 +2%
CIC
879
Chilton Investment Company
Connecticut
$1.93M -$22.7K -44 -1%
PTC
880
Private Trust Company
Ohio
$1.92M -$19.6K -38 -1%
SFA
881
Souders Financial Advisors
Ohio
$1.91M +$49.6K +96 +3%
MGP
882
M&G plc
United Kingdom
$1.89M -$18.9M -36,500 -91%
A
883
AlphaQuest
New York
$1.89M -$748K -1,448 -28%
AC
884
AXQ Capital
New Jersey
$1.86M +$1.86M +3,599 New
AI
885
AXS Investments
New York
$1.86M -$453K -876 -20%
BTW
886
Boston Trust Walden
Massachusetts
$1.85M +$21.2K +41 +1%
AWMT
887
AAFMAA Wealth Management & Trust
North Carolina
$1.85M -$46.5K -90 -2%
TW
888
Transform Wealth
Colorado
$1.85M – – –
LCWP
889
Legacy Capital Wealth Partners
Arkansas
$1.85M +$854K +1,653 +86%
PDL
890
Portfolio Design Labs
California
$1.84M +$1.84M +3,557 New
TAM
891
Tealwood Asset Management
Minnesota
$1.84M +$1.84M +3,553 New
IWA
892
Icon Wealth Advisors
Texas
$1.8M +$517 +1 +0%
FHB
893
First Hawaiian Bank
Hawaii
$1.8M -$125K -241 -6%
PTP
894
Platform Technology Partners
New York
$1.78M +$13.4K +26 +0.8%
BWP
895
Barlow Wealth Partners
Kentucky
$1.77M – – –
RMCM
896
Reynders McVeigh Capital Management
Massachusetts
$1.77M – – –
RMDI
897
R.M. Davis Inc
Maine
$1.77M -$1.03K -2 -0.1%
STA
898
Summit Trail Advisors
New York
$1.76M +$459K +889 +35%
Wolverine Trading
899
Wolverine Trading
Illinois
$1.76M -$24.6K -48 -1%
VF
900
Virtu Financial
New York
$1.75M +$1.75M +3,393 New
34 35
36
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