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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 %
SFSG
1126
Sound Financial Strategies Group
Mississippi
$900K +$100K +201 +13%
CI
1127
CX Institutional
Indiana
$900K -$9.46K -19 -1%
FAIM
1128
Financial Advocates Investment Management
Washington
$898K -$21.9K -44 -2%
LIM
1129
Leavell Investment Management
Alabama
$896K -$14.4K -29 -2%
FWP
1130
Forefront Wealth Partners
Texas
$888K +$888K +1,783 New
TW
1131
TritonPoint Wealth
Maryland
$888K +$25.4K +51 +3%
SMA
1132
Sage Mountain Advisors
Georgia
$887K +$118K +236 +15%
OWA
1133
Opal Wealth Advisors
New York
$887K +$14.9K +30 +2%
SCM
1134
Sirios Capital Management
Massachusetts
$886K -$419K -842 -32%
JF
1135
Jericho Financial
Ohio
$883K +$883K +1,772 New
IIM
1136
Ironwood Investment Management
Massachusetts
$882K +$7.47K +15 +0.9%
EFL
1137
ERn Financial LLC
Wisconsin
$879K +$30.9K +62 +4%
GFP
1138
Gryphon Financial Partners
Ohio
$878K -$319K -640 -27%
GS
1139
GTS Securities
New York
$876K -$1.67M -3,351 -66%
CT
1140
Chicago Trust
Illinois
$876K -$9.96K -20 -1%
DLA
1141
Douglas Lane & Associates
New York
$874K – – –
MCM
1142
Mendel Capital Management
Arkansas
$870K +$4.48K +9 +0.5%
VAS
1143
Vestmark Advisory Solutions
Massachusetts
$868K +$71.7K +144 +9%
TW
1144
TrinityPoint Wealth
Connecticut
$865K +$8.96K +18 +1%
BCM
1145
Bourgeon Capital Management
Connecticut
$864K +$864K +1,734 New
ACM
1146
Allred Capital Management
Texas
$862K +$157K +316 +22%
EP
1147
Edgestream Partners
New Jersey
$861K +$586K +1,177 +213%
GAM
1148
Griffin Asset Management
New York
$859K -$24.9K -50 -3%
NFSG
1149
Newbridge Financial Services Group
Florida
$857K +$4.98K +10 +0.6%
WPC
1150
Waters Parkerson & Co
Louisiana
$851K +$4.48K +9 +0.5%
44 45
46
47 48