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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 %
SB
1151
Sunflower Bank
Texas
$851K +$22.4K +45 +3%
IDBONY
1152
Israel Discount Bank of New York
New York
$847K – – –
LCWP
1153
Legacy Capital Wealth Partners
Arkansas
$846K -$934K -1,875 -52%
BMCM
1154
Bryn Mawr Capital Management
Pennsylvania
$845K +$92.6K +186 +12%
PP
1155
PDS Planning
Ohio
$845K +$7.47K +15 +0.9%
OL
1156
Optas LLC
Texas
$843K +$427K +858 +103%
GA
1157
Geller Advisors
New York
$842K +$20.9K +42 +3%
CA
1158
Claro Advisors
Massachusetts
$837K -$174K -349 -17%
AIM
1159
Arcadia Investment Management
Michigan
$837K – – –
LCM
1160
Landscape Capital Management
New Jersey
$836K -$79.2K -159 -9%
RZH
1161
Relyea Zuckerberg Hanson
Connecticut
$832K +$37.9K +76 +5%
AW
1162
Alteri Wealth
California
$823K +$823K +1,653 New
MCI
1163
MRP Capital Investments
Georgia
$823K -$11.5K -23 -1%
BFM
1164
Boothbay Fund Management
New York
$823K -$158K -317 -16%
LWP
1165
LeClair Wealth Partners
Ohio
$822K +$822K +1,650 New
AssetMark Inc
1166
AssetMark Inc
California
$810K +$163K +328 +25%
JCM
1167
Jacobsen Capital Management
Utah
$809K -$13.4K -27 -2%
MP
1168
Mangrove Partners
Connecticut
$808K +$808K +1,622 New
FRM
1169
Fox Run Management
Connecticut
$805K +$449K +902 +126%
AFG
1170
Atomi Financial Group
New York
$804K +$209K +420 +35%
WLG
1171
Williamson Legacy Group
Indiana
$802K -$35.4K -71 -4%
CP
1172
Covenant Partners
Tennessee
$802K -$34.4K -69 -4%
TPCW
1173
TD Private Client Wealth
New York
$802K -$99.1K -199 -11%
Tudor Investment Corp
1174
Tudor Investment Corp
Connecticut
$799K -$531K -1,067 -40%
HBS
1175
Howard Bailey Securities
Indiana
$798K -$50.3K -101 -6%
45 46
47
48 49