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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 %
JSSH
901
J. Safra Sarasin Holding
$1.86M +$1.05M +2,117 +130%
WHG
902
Westwood Holdings Group
Texas
$1.86M +$1.24M +2,488 +199%
AWMT
903
AAFMAA Wealth Management & Trust
North Carolina
$1.85M +$68.2K +137 +4%
WC
904
Waterloo Capital
Texas
$1.85M +$212K +425 +13%
AI
905
AXS Investments
New York
$1.85M +$59.3K +119 +3%
SIA
906
Schechter Investment Advisors
Michigan
$1.84M -$103K -206 -5%
TW
907
Transform Wealth
Colorado
$1.84M +$54.8K +110 +3%
SCM
908
Stevens Capital Management
Pennsylvania
$1.84M -$609K -1,222 -25%
SAM
909
Smartleaf Asset Management
Massachusetts
$1.83M +$269K +541 +17%
OWP
910
Obermeyer Wealth Partners
Colorado
$1.83M +$1.1M +2,202 +151%
MHC
911
Meyer Handelman Company
New York
$1.81M -$426K -855 -19%
BPAMU
912
BTG Pactual Asset Management US
New York
$1.81M +$277K +537 +18%
WI
913
WBI Investments
New Jersey
$1.8M +$499K +1,001 +38%
MGP
914
M&G plc
United Kingdom
$1.8M -$23.9K -48 -1%
PS
915
Principal Securities
Iowa
$1.8M +$483K +969 +37%
EWM
916
Evercore Wealth Management
New York
$1.79M -$87.7K -176 -5%
DWT
917
Dorsey & Whitney Trust
South Dakota
$1.79M +$205K +411 +13%
MYIA
918
Mount Yale Investment Advisors
Colorado
$1.76M -$103K -206 -6%
TAM
919
Tealwood Asset Management
Minnesota
$1.76M -$12K -24 -0.7%
PTP
920
Platform Technology Partners
New York
$1.75M +$30.4K +61 +2%
GI
921
GAMMA Investing
California
$1.74M +$234K +469 +15%
BCM
922
Barden Capital Management
Texas
$1.74M +$215K +431 +14%
BRWA
923
B. Riley Wealth Advisors
Florida
$1.74M -$171K -343 -9%
CFGS
924
Concourse Financial Group Securities
Alabama
$1.72M +$40.9K +80 +2%
RMDI
925
R.M. Davis Inc
Maine
$1.71M +$1.99K +4 +0.1%
35 36
37
38 39