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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 %
MSFS
1076
Main Street Financial Solutions
Pennsylvania
$1.03M -$146K -294 -12%
RCAG
1077
Rehmann Capital Advisory Group
Michigan
$1.03M -$9.96K -20 -1%
MP
1078
McDonald Partners
Ohio
$1.03M +$25.9K +52 +3%
PJSIMP
1079
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$24.9K -50 -2%
SP
1080
Stonebrook Private
Michigan
$1.03M +$58.3K +117 +6%
GL
1081
Graypoint LLC
New York
$1.03M -$22.9K -46 -2%
HIA
1082
Harbor Investment Advisory
Maryland
$1.03M +$427K +858 +71%
GEM
1083
Global Endowment Management
North Carolina
$1.02M +$1.02M +2,054 New
BWM
1084
Baron Wealth Management
Michigan
$1.02M +$27.4K +55 +3%
GIA
1085
Gladstone Institutional Advisory
Florida
$1.02M +$224K +450 +28%
SQA
1086
Simon Quick Advisors
New Jersey
$1.01M +$64.2K +129 +7%
CWS
1087
Confluence Wealth Services
Pennsylvania
$1.01M -$5.65K -11 -0.6%
HCM
1088
Howard Capital Management
Georgia
$1.01M +$49.3K +99 +5%
LF
1089
Lee Financial
Texas
$1.01M -$15.4K -31 -2%
BFA
1090
Beaumont Financial Advisors
Massachusetts
$1.01M +$996 +2 +0.1%
CAMG
1091
CWA Asset Management Group
Florida
$1M -$86.1K -173 -8%
TFS
1092
Thoroughbred Financial Services
Tennessee
$998K -$19.4K -39 -2%
AF
1093
Allworth Financial
California
$997K +$228K +446 +30%
NAM
1094
NorthCrest Asset Manangement
Minnesota
$994K -$16.4K -33 -2%
WHCI
1095
W.H. Cornerstone Investments
Massachusetts
$989K -$453K -910 -31%
WPW
1096
Waldron Private Wealth
Pennsylvania
$985K +$43.3K +87 +5%
TS
1097
Triglav Skladi
Slovenia
$981K +$981K +1,970 New
SC
1098
Skylands Capital
Wisconsin
$979K -$74.7K -150 -7%
OWA
1099
Outlook Wealth Advisors
Texas
$973K – – –
DCM
1100
Dimension Capital Management
Florida
$971K +$3.49K +7 +0.4%
42 43
44
45 46