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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 %
T. Rowe Price Investment Management
1001
T. Rowe Price Investment Management
Maryland
$1.29M -$3.33M -6,685 -72%
DS
1002
DRW Securities
Illinois
$1.28M +$794K +1,594 +162%
FLPIM
1003
F.L. Putnam Investment Management
Massachusetts
$1.28M +$16.9K +34 +1%
MFGM
1004
Marshall Financial Group (Maryland)
Maryland
$1.28M +$4.98K +10 +0.4%
BIG
1005
Brooklyn Investment Group
New York
$1.27M +$37.3K +75 +3%
LIG
1006
Lokken Investment Group
Delaware
$1.27M -$18.4K -37 -1%
CCIA
1007
Campbell & Co Investment Adviser
Maryland
$1.26M +$1.26M +2,539 New
AF
1008
Advisornet Financial
Minnesota
$1.26M -$280K -562 -18%
LWL
1009
Leo Wealth LLC
Texas
$1.26M +$775K +1,555 +159%
ACM
1010
Aster Capital Management
United Arab Emirates
$1.26M +$476K +956 +61%
BWP
1011
Burling Wealth Partners
Illinois
$1.25M +$1.25M +2,518 New
TWP
1012
Tyche Wealth Partners
Texas
$1.24M +$941K +1,890 +311%
KA
1013
Kerrisdale Advisers
Florida
$1.23M +$157K +315 +15%
CAM
1014
Congress Asset Management
Massachusetts
$1.23M -$698K -1,401 -36%
BHPW
1015
Beverly Hills Private Wealth
California
$1.23M -$40.3K -81 -3%
SG
1016
StoneX Group
New York
$1.23M +$802K +1,611 +187%
SW
1017
SteelPeak Wealth
California
$1.22M +$1.22M +2,457 New
CGL
1018
Clarius Group LLC
Washington
$1.22M -$28.9K -58 -2%
CFFP
1019
Center for Financial Planning
Michigan
$1.21M +$164K +330 +16%
GJWM
1020
Gilliland Jeter Wealth Management
Arkansas
$1.21M -$15.9K -32 -1%
VWM
1021
Venturi Wealth Management
Texas
$1.21M -$54.3K -109 -4%
BWP
1022
Barlow Wealth Partners
Kentucky
$1.21M -$534K -1,076 -31%
VIG
1023
Vienna Insurance Group
Poland
$1.2M -$164K -329 -12%
WP
1024
Westmount Partners
California
$1.2M +$12.5K +25 +1%
BAAM
1025
Baker Avenue Asset Management
California
$1.2M +$43.3K +87 +4%
39 40
41
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