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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 %
BIC
1176
Beach Investment Counsel
Pennsylvania
$797K – – –
LWAM
1177
Legacy Wealth Asset Management
Minnesota
$797K -$18.9K -38 -2%
IFWM
1178
Institute for Wealth Management
Colorado
$794K -$4.98K -10 -0.6%
ACM
1179
Advisors Capital Management
New Jersey
$793K +$52.3K +105 +7%
RSC
1180
Red Spruce Capital
Pennsylvania
$790K -$79.7K -160 -9%
CA
1181
Continuum Advisory
Idaho
$785K +$16.4K +33 +2%
FAM
1182
Formidable Asset Management
Ohio
$785K -$45.3K -91 -5%
MIM
1183
Moseley Investment Management
Florida
$783K – – –
HW
1184
Hancock Whitney
Mississippi
$776K +$13.9K +28 +2%
SC
1185
Sepio Capital
Utah
$774K -$32.4K -65 -4%
IIC
1186
Ironwood Investment Counsel
Arizona
$773K -$1.99K -4 -0.3%
FNBT
1187
FineMark National Bank & Trust
Florida
$771K -$54.3K -109 -7%
HPM
1188
Hoxton Planning & Management
West Virginia
$770K +$1.99K +4 +0.3%
ST
1189
Spinnaker Trust
Maine
$765K -$2.99K -6 -0.4%
CCG
1190
Catalina Capital Group
California
$762K +$16.9K +34 +2%
OHWP
1191
Oak Harbor Wealth Partners
North Carolina
$759K -$1.99K -4 -0.3%
MLA
1192
My Legacy Advisors
Oregon
$759K +$12.9K +26 +2%
PA
1193
Prossimo Advisors
California
$759K -$4.48K -9 -0.6%
KP
1194
Keel Point
Alabama
$754K +$71.2K +143 +10%
MA
1195
Mutual Advisors
Nebraska
$753K -$58.1K -115 -7%
SCP
1196
Stamos Capital Partners
California
$752K +$503K +1,010 +202%
AIA
1197
AssuredPartners Investment Advisors
Florida
$752K +$752K +1,509 New
BT
1198
Banque Transatlantique
France
$748K +$748K +1,502 New
ST
1199
Sageworth Trust
Pennsylvania
$747K -$549K -1,102 -42%
ITFISA
1200
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$747K – – –
46 47
48
49 50