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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 %
SGA
1026
Strategic Global Advisors
California
$1.19M +$1.19M +2,396 New
CPBTD
1027
Central Pacific Bank - Trust Division
Hawaii
$1.19M -$133K -268 -10%
DWP
1028
Daymark Wealth Partners
Ohio
$1.19M -$34.4K -69 -3%
PWM
1029
Palumbo Wealth Management
New York
$1.18M +$1.99K +4 +0.2%
CHC
1030
City Holding Co
West Virginia
$1.18M +$13.4K +27 +1%
NAAA
1031
New Age Alpha Advisors
New York
$1.18M +$1.15M +2,310 +4,125%
VEA
1032
Virtus ETF Advisers
New York
$1.18M +$276K +554 +31%
TP
1033
Tranquility Partners
Tennessee
$1.17M -$19.9K -40 -2%
Capstone Investment Advisors
1034
Capstone Investment Advisors
New York
$1.17M +$604K +1,213 +106%
TF
1035
Threadgill Financial
Texas
$1.17M +$334K +670 +40%
BB
1036
Bell Bank
North Dakota
$1.17M -$17.9K -36 -2%
LC
1037
Lincoln Capital
Nebraska
$1.16M -$4.98K -10 -0.4%
WS
1038
Wedbush Securities
California
$1.16M -$24.9K -50 -2%
FNC
1039
First National Corp
Massachusetts
$1.16M -$9.96K -20 -0.9%
MC
1040
Moors & Cabot
Massachusetts
$1.16M +$2.49K +5 +0.2%
GSEP
1041
Golden State Equity Partners
California
$1.15M +$553K +1,110 +92%
GA
1042
GSG Advisors
New Jersey
$1.15M +$3.49K +7 +0.3%
CT
1043
Colonial Trust
South Carolina
$1.15M +$114K +229 +11%
AC
1044
Avestar Capital
New York
$1.15M +$180K +362 +19%
SFP
1045
Shepherd Financial Partners
Massachusetts
$1.15M +$18.4K +37 +2%
FA
1046
Faithward Advisors
Pennsylvania
$1.15M -$7.97K -16 -0.7%
RAM
1047
Ramirez Asset Management
New York
$1.14M – – –
AWP
1048
Accretive Wealth Partners
New Jersey
$1.14M -$11K -22 -1%
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$1.13M -$306K -615 -21%
PCM
1050
Penserra Capital Management
California
$1.13M -$482K -969 -30%
40 41
42
43 44