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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 %
FCM
1201
Fortis Capital Management
Washington
$747K -$373K -748 -33%
FMLI
1202
Fukoku Mutual Life Insurance
Japan
$746K – – –
NRW
1203
Nova R Wealth
Kansas
$743K – – –
HH
1204
HWG Holdings
Texas
$738K -$6.97K -14 -0.9%
CW
1205
CreativeOne Wealth
Kansas
$735K +$32.9K +66 +5%
CCA
1206
Conestoga Capital Advisors
Pennsylvania
$735K – – –
ST
1207
Smithfield Trust
Pennsylvania
$734K – – –
FMWA
1208
Forvis Mazars Wealth Advisors
Missouri
$733K +$9.46K +19 +1%
SIG
1209
Stonegate Investment Group
Alabama
$733K -$28.4K -57 -4%
TPI
1210
Trust Point Inc
Wisconsin
$730K +$30.9K +62 +4%
ACI
1211
Alpha Cubed Investments
California
$729K -$3.99K -8 -0.5%
CPW
1212
Crestmont Private Wealth
Texas
$728K -$48.8K -98 -6%
RIA
1213
Realta Investment Advisors
Delaware
$726K -$175K -350 -19%
CBT
1214
CoreFirst Bank & Trust
Kansas
$725K -$17.4K -35 -2%
NHT
1215
New Hampshire Trust
New Hampshire
$721K -$498 -1 -0.1%
OWA
1216
One Wealth Advisors
California
$718K – – –
FAFN
1217
First Affirmative Financial Network
Colorado
$718K -$18.9K -38 -3%
SMG
1218
Smart Money Group
Texas
$714K +$36.9K +74 +5%
QWP
1219
Quotient Wealth Partners
Texas
$712K +$11.5K +23 +2%
CPIG
1220
Chicago Partners Investment Group
Illinois
$712K +$44.6K +90 +7%
RF
1221
Rossby Financial
Florida
$711K +$711K +1,428 New
SPC
1222
Sigma Planning Corp
Michigan
$711K +$79.7K +160 +13%
NA
1223
Navellier & Associates
Nevada
$710K – – –
IC
1224
Iconiq Capital
California
$710K +$303K +609 +75%
CG
1225
Cynosure Group
Utah
$708K -$88.1K -177 -11%
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