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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 %
PA
951
Procyon Advisors
Connecticut
$1.58M +$120K +241 +8%
BTW
952
Boston Trust Walden
Massachusetts
$1.57M -$214K -430 -12%
CC
953
Citrine Capital
California
$1.57M +$1.57M +3,151 New
CIC
954
Cornercap Investment Counsel
Georgia
$1.56M -$59.3K -119 -4%
TNB
955
Thomasville National Bank
Georgia
$1.55M +$6.97K +14 +0.5%
CAG
956
Csenge Advisory Group
Florida
$1.54M -$18.9K -38 -1%
AIA
957
AIMZ Investment Advisors
California
$1.53M -$20.4K -41 -1%
CNBT
958
Canandaigua National Bank & Trust
New York
$1.53M – – –
RWB
959
RMR Wealth Builders
New Jersey
$1.52M +$94.1K +189 +7%
CB
960
Cadence Bank
Mississippi
$1.52M -$25.4K -51 -2%
EI
961
Ellevest Inc
New York
$1.52M -$13K -26 -0.8%
CCA
962
Checchi Capital Advisers
California
$1.51M -$75.2K -151 -5%
WF
963
WoodTrust Financial
Wisconsin
$1.51M +$2.99K +6 +0.2%
QPBE
964
Quintet Private Bank (Europe)
Luxembourg
$1.51M +$97.1K +195 +7%
SWP
965
Strategic Wealth Partners
Ohio
$1.49M +$78.6K +145 +6%
VFA
966
Voya Financial Advisors
Connecticut
$1.49M -$74.2K -149 -5%
RWA
967
River Wealth Advisors
Pennsylvania
$1.49M -$36.4K -73 -2%
FFM
968
Forum Financial Management
Illinois
$1.49M +$239K +479 +19%
FHB
969
First Hawaiian Bank
Hawaii
$1.49M -$248K -498 -14%
NWMG
970
Nicholson Wealth Management Group
South Carolina
$1.47M +$758K +1,521 +107%
GCM
971
Geneva Capital Management
Wisconsin
$1.46M -$104K -208 -7%
TWM
972
Thrive Wealth Management
Pennsylvania
$1.46M -$28.9K -58 -2%
GAG
973
GM Advisory Group
New York
$1.46M – – –
JCM
974
Jacobi Capital Management
Pennsylvania
$1.43M – – –
CA
975
Commerzbank Aktiengesellschaft
Germany
$1.42M +$177K +356 +14%
37 38
39
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