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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 %
RMCM
926
Reynders McVeigh Capital Management
Massachusetts
$1.7M -$7.47K -15 -0.4%
FPCP
927
Fort Point Capital Partners
California
$1.68M +$62.2K +125 +4%
NPA
928
Nichols & Pratt Advisers
Massachusetts
$1.68M – – –
CGA
929
Channing Global Advisors
Florida
$1.68M +$508K +1,021 +43%
QCG
930
Quadrant Capital Group
Ohio
$1.66M -$22.4K -45 -1%
EMCIP
931
Ewing Morris & Co Investment Partners
Ontario, Canada
$1.66M +$1.66M +3,325 New
WA
932
Wealth Alliance
New York
$1.65M -$7.97K -16 -0.5%
SS
933
SBI Securities
Japan
$1.65M +$1.65M +3,304 New
LFRG
934
Lazard Frères Gestion
France
$1.65M – – –
HSA
935
HBK Sorce Advisory
Pennsylvania
$1.63M -$14.4K -29 -0.9%
EWM
936
Empirical Wealth Management
Washington
$1.63M +$67.2K +135 +4%
BWM
937
BKM Wealth Management
Wisconsin
$1.63M +$106K +212 +7%
SFA
938
Souders Financial Advisors
Ohio
$1.62M -$217K -436 -12%
HFA
939
Harbert Fund Advisors
Alabama
$1.62M +$623K +1,250 +63%
CIC
940
Chilton Investment Company
Connecticut
$1.62M -$246K -493 -13%
CSP
941
Cary Street Partners
Virginia
$1.61M +$1.61M +3,243 New
SAG
942
SageView Advisory Group
California
$1.61M +$66.7K +134 +4%
AWA
943
Aaron Wealth Advisors
Illinois
$1.6M +$21.4K +43 +1%
AWM
944
Axxcess Wealth Management
California
$1.6M +$452K +908 +39%
CI
945
Cigna Investments
Connecticut
$1.6M -$18.9K -38 -1%
UAS
946
United Asset Strategies
New York
$1.59M +$76.2K +153 +5%
LA
947
LVW Advisors
New York
$1.59M +$21.4K +43 +1%
AG
948
Algert Global
California
$1.58M +$1.58M +3,180 New
BJL
949
Brighton Jones LLC
Washington
$1.58M +$71.2K +143 +5%
ONB
950
Old National Bancorp
Indiana
$1.58M -$49.8K -100 -3%
36 37
38
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