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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 %
LAM
901
LECAP Asset Management
United Kingdom
$1.75M +$1.75M +3,388 New
QCG
902
Quadrant Capital Group
Ohio
$1.75M +$19.1K +37 +1%
NPA
903
Nichols & Pratt Advisers
Massachusetts
$1.75M +$51.7K +100 +3%
BTI
904
Blue Trust Inc
Georgia
$1.74M +$43.3K +97 +3%
FI
905
Fosun International
China
$1.74M -$739K -1,430 -30%
RIM
906
Redwood Investment Management
Arizona
$1.72M -$69.7K -136 -4%
WA
907
Wealth Alliance
New York
$1.72M -$29.4K -57 -2%
LFRG
908
Lazard Frères Gestion
France
$1.71M +$129K +250 +8%
HSA
909
HBK Sorce Advisory
Pennsylvania
$1.7M -$71.3K -138 -4%
WC
910
Waterloo Capital
Texas
$1.7M +$383K +741 +29%
CFGS
911
Concourse Financial Group Securities
Alabama
$1.7M -$222K -429 -12%
ONB
912
Old National Bancorp
Indiana
$1.69M +$20.1K +39 +1%
CIC
913
Cornercap Investment Counsel
Georgia
$1.68M -$732K -1,416 -30%
FPCP
914
Fort Point Capital Partners
California
$1.68M -$7.75K -15 -0.5%
CI
915
Cigna Investments
Connecticut
$1.68M +$1.55K +3 +0.1%
PCM
916
Penserra Capital Management
California
$1.67M +$891K +1,726 +114%
ACA
917
Aptus Capital Advisors
Alabama
$1.66M +$213K +412 +15%
CVA
918
Central Valley Advisors
California
$1.66M +$39.3K +76 +2%
CCA
919
Checchi Capital Advisers
California
$1.65M +$34.1K +66 +2%
DWT
920
Dorsey & Whitney Trust
South Dakota
$1.64M +$106K +206 +7%
AWA
921
Aaron Wealth Advisors
Illinois
$1.64M +$118K +228 +8%
CAG
922
Csenge Advisory Group
Florida
$1.63M -$92.9K -178 -5%
LA
923
LVW Advisors
New York
$1.62M +$224K +433 +16%
GCM
924
Geneva Capital Management
Wisconsin
$1.62M -$141K -273 -8%
EWM
925
Empirical Wealth Management
Washington
$1.62M -$70.3K -136 -4%
35 36
37
38 39