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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 %
SL
1251
SFM LLC
New Hampshire
$648K +$12.9K +26 +2%
RCWM
1252
Royal Capital Wealth Management
Indiana
$647K – – –
BOM
1253
Bank of Marin
California
$647K -$14.9K -30 -2%
JSW
1254
Journey Strategic Wealth
New Jersey
$645K -$9.47K -19 -1%
PFG
1255
Prosperity Financial Group
California
$642K +$120K +241 +23%
ALAM
1256
Asahi Life Asset Management
Japan
$641K +$296K +595 +86%
HT
1257
Headlands Technologies
Illinois
$637K -$1.7M -3,420 -73%
MWM
1258
Mattern Wealth Management
Kansas
$634K -$73.7K -148 -10%
CFP
1259
Catalyst Financial Partners
Massachusetts
$634K +$24.9K +50 +4%
SIAG
1260
Signet Investment Advisory Group
Rhode Island
$633K – – –
NHC
1261
Nicholas Hoffman & Company
Georgia
$633K -$6.47K -13 -1%
BWP
1262
Balboa Wealth Partners
Arizona
$632K -$93.1K -187 -13%
HIP
1263
HUB Investment Partners
Texas
$631K +$80.7K +162 +15%
CWM
1264
Circle Wealth Management
New Jersey
$628K +$8.47K +17 +1%
MFS
1265
Miller Financial Services
Michigan
$628K +$628K +1,260 New
WB
1266
WesBanco Bank
West Virginia
$627K +$1.49K +3 +0.2%
AWM
1267
Aprio Wealth Management
Georgia
$626K +$102K +204 +19%
HT
1268
Heritage Trust
Oklahoma
$624K +$624K +1,252 New
SYBT
1269
Stock Yards Bank & Trust
Kentucky
$623K -$3.95M -7,936 -86%
1C
1270
111 Capital
France
$620K +$620K +1,244 New
PCP
1271
Proficio Capital Partners
Massachusetts
$619K +$186K +373 +43%
GCP
1272
GSA Capital Partners
United Kingdom
$619K -$407K -817 -40%
SSW
1273
Smith Shellnut Wilson
Mississippi
$618K +$67.7K +136 +12%
CCB
1274
Country Club Bank
Missouri
$617K – – –
PWP
1275
Principle Wealth Partners
Connecticut
$616K – – –
49 50
51
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