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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 %
CL
1051
CVFG LLC
Indiana
$1.13M +$1.13M +2,266 New
CAM
1052
Carret Asset Management
New York
$1.13M +$136K +273 +14%
MOS
1053
MGO One Seven
Ohio
$1.13M +$278K +558 +33%
Balyasny Asset Management
1054
Balyasny Asset Management
Illinois
$1.12M -$16.9M -34,030 -94%
MI
1055
Motiv8 Investments
Florida
$1.12M +$302K +606 +37%
IWA
1056
Icon Wealth Advisors
Texas
$1.12M -$619K -1,243 -36%
HR
1057
Howe & Rusling
New York
$1.11M -$2.49K -5 -0.2%
DTC
1058
Davidson Trust Company
Washington
$1.11M +$65.7K +132 +6%
SW
1059
SlateStone Wealth
Florida
$1.11M +$32.4K +65 +3%
IW
1060
IronOak Wealth
Texas
$1.09M +$1.09M +2,192 New
KHCM
1061
Kirtland Hills Capital Management
Ohio
$1.09M +$30.9K +62 +3%
AG
1062
AlTi Global
New York
$1.08M -$113K -225 -9%
LC
1063
Lindbrook Capital
California
$1.08M -$1.49K -3 -0.1%
BBP
1064
Banco BTG Pactual
Brazil
$1.08M +$697K +1,406 +180%
MPW
1065
Monterey Private Wealth
California
$1.08M -$996 -2 -0.1%
Members Trust
1066
Members Trust
Florida
$1.08M -$996 -2 -0.1%
FG
1067
Foster Group
Iowa
$1.06M -$14.4K -29 -1%
VFA
1068
Values First Advisors
Tennessee
$1.06M +$730K +1,465 +223%
SIM
1069
Sentry Investment Management
Wisconsin
$1.06M -$172K -345 -14%
PK
1070
Pflug Koory
Nebraska
$1.05M – – –
KWA
1071
Kingswood Wealth Advisors
California
$1.05M +$594K +1,193 +131%
AWA
1072
Arkadios Wealth Advisors
Georgia
$1.05M +$1.99K +4 +0.2%
IWM
1073
IHT Wealth Management
Illinois
$1.04M -$225K -451 -18%
BTI
1074
Blue Trust Inc
Georgia
$1.04M -$899K -1,806 -46%
EFG
1075
Everhart Financial Group
Ohio
$1.04M -$41.8K -84 -4%
41 42
43
44 45