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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 %
PMA
1101
Prudent Man Advisors
Illinois
$969K +$6.47K +13 +0.7%
NLGIA
1102
Nippon Life Global Investors Americas
New York
$966K -$6.08M -12,200 -86%
MCA
1103
Magnolia Capital Advisors
Mississippi
$965K +$222K +446 +30%
GCA
1104
Greenwood Capital Associates
South Carolina
$952K -$10.8M -21,600 -92%
TE
1105
Tema ETFs
New York
$950K +$950K +1,907 New
KIM
1106
Kestra Investment Management
Texas
$947K -$325K -652 -26%
MW
1107
Marcum Wealth
Ohio
$946K +$6.97K +14 +0.7%
SI
1108
Seeds Investor
New York
$944K +$60.3K +121 +7%
WTB
1109
Washington Trust Bank
Washington
$937K +$710K +1,426 +313%
RCA
1110
Roberts Capital Advisors
Colorado
$933K – – –
ECA
1111
Elevated Capital Advisors
Utah
$932K -$498 -1 -0.1%
FC
1112
Forte Capital
New York
$932K -$38.3K -77 -4%
FW
1113
FullCircle Wealth
Texas
$931K -$39K -72 -4%
CSPIA
1114
Cary Street Partners Investment Advisory
Virginia
$929K -$1.49M -2,985 -62%
BC
1115
Burney Company
Virginia
$928K +$236K +474 +34%
GWM
1116
Geneos Wealth Management
Colorado
$923K +$1.49K +3 +0.2%
PPWP
1117
Premier Path Wealth Partners
New Jersey
$921K +$1.99K +4 +0.2%
FFS
1118
Founders Financial Securities
Maryland
$916K +$43.8K +88 +5%
EWM
1119
EPG Wealth Management
Georgia
$914K +$914K +1,834 New
MWP
1120
Meridian Wealth Partners
Pennsylvania
$913K +$1.99K +4 +0.2%
GWAM
1121
Guardian Wealth Advisors (Minnesota)
Minnesota
$911K -$26.9K -54 -3%
EFM
1122
E Fund Management
China
$907K -$84.7K -170 -9%
RCM
1123
Radnor Capital Management
Pennsylvania
$905K – – –
TAM
1124
Trillium Asset Management
Massachusetts
$902K +$2.49K +5 +0.3%
BHWM
1125
Bar Harbor Wealth Management
New Hampshire
$902K -$249K -500 -22%
43 44
45
46 47