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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 %
BWP
1226
BSW Wealth Partners
Colorado
$707K +$43.8K +88 +7%
GRP
1227
Global Retirement Partners
California
$704K +$94.1K +189 +15%
JWCA
1228
J.W. Coons Advisors
Ohio
$703K – – –
NP
1229
Ninepoint Partners
Ontario, Canada
$700K – – –
EHC
1230
Everett Harris & Co
California
$696K +$25.9K +52 +4%
LFAS
1231
Level Four Advisory Services
Texas
$695K -$10.5K -21 -1%
RA
1232
RiverPark Advisors
New York
$695K – – –
BBWP
1233
Beacon Bridge Wealth Partners
Pennsylvania
$694K +$125K +251 +22%
WWM
1234
Whalen Wealth Management
Nevada
$692K +$692K +1,390 New
RWPA
1235
Richard W. Paul & Associates
Michigan
$687K +$17.4K +35 +3%
NGA
1236
Naples Global Advisors
Florida
$684K – – –
VCA
1237
Verdence Capital Advisors
Maryland
$682K -$19.4K -39 -3%
BFA
1238
Buttonwood Financial Advisors
Maryland
$681K -$10.5K -21 -2%
WC
1239
Woodstock Corp
Massachusetts
$672K -$39.8K -80 -6%
TAM
1240
Townsend Asset Management
North Carolina
$672K – – –
KCM
1241
Kendall Capital Management
Maryland
$669K -$27.9K -56 -4%
C
1242
Certuity
Florida
$669K +$53.3K +107 +9%
PPC
1243
Park Place Capital
Alabama
$661K -$17.4K -35 -3%
AWM
1244
Ameliora Wealth Management
Switzerland
$660K – – –
SIA
1245
Sovereign Investment Advisors
Arizona
$660K +$660K +1,325 New
PFG
1246
PAX Financial Group
Texas
$658K -$43.8K -88 -6%
LFA
1247
Legacy Financial Advisors
Kentucky
$655K +$39.4K +79 +6%
OFS
1248
Orrstown Financial Services
Pennsylvania
$652K – – –
MFIM
1249
Mesirow Financial Investment Management
Illinois
$651K -$21.9K -44 -3%
MFA
1250
Mayflower Financial Advisors
Massachusetts
$650K +$164K +329 +34%
48 49
50
51 52