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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 %
AW
876
Alaethes Wealth
Nevada
$2.03M +$2.03M +4,074 New
QC
877
Quantessence Capital
New York
$2.03M +$2.03M +4,068 New
PI
878
PFG Investments
New York
$2.01M -$9.96K -20 -0.5%
SW
879
Solidarity Wealth
Utah
$2.01M -$49.8K -100 -2%
FBT
880
First Bank & Trust
South Dakota
$2M +$74.7K +150 +4%
NW
881
NewEdge Wealth
Pennsylvania
$1.99M -$19.4K -39 -1%
AWM
882
Avitas Wealth Management
California
$1.99M -$13.4K -27 -0.7%
MAM
883
Madison Asset Management
Wisconsin
$1.98M +$19.4K +39 +1%
MIA
884
Madison Investment Advisors
Wisconsin
$1.98M +$1.98M +3,976 New
ACA
885
Aptus Capital Advisors
Alabama
$1.97M +$368K +739 +23%
FHA
886
Flagship Harbor Advisors
Massachusetts
$1.96M +$71.2K +143 +4%
PA
887
Pinnacle Associates
New York
$1.95M +$701K +1,408 +56%
NFG
888
Nations Financial Group
Iowa
$1.95M +$30.9K +62 +2%
CAM
889
Cozad Asset Management
Illinois
$1.95M +$2.49K +5 +0.1%
JF
890
Jump Financial
Illinois
$1.92M +$885K +1,776 +85%
LCWM
891
Legacy Capital Wealth Management
Texas
$1.92M +$1.92M +3,855 New
SWM
892
Silverlake Wealth Management
Vermont
$1.91M -$996 -2 -0.1%
CP
893
CenterBook Partners
Connecticut
$1.91M +$961K +1,930 +101%
QI
894
Qtron Investments
Massachusetts
$1.91M – – –
TAM
895
Trust Asset Management
Texas
$1.9M – – –
GIA
896
Guyasuta Investment Advisors
Pennsylvania
$1.9M +$7.97K +16 +0.4%
WP
897
WealthPLAN Partners
Nebraska
$1.9M -$474K -951 -20%
HPIA
898
Hamilton Point Investment Advisors
North Carolina
$1.9M +$3.98K +8 +0.2%
CIG
899
Cullen Investment Group
Louisiana
$1.9M +$32.4K +65 +2%
PTC
900
Private Trust Company
Ohio
$1.87M +$21.4K +43 +1%
34 35
36
37 38