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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 %
WA
1276
Wambolt & Associates
Colorado
$616K – – –
JF
1277
Joule Financial
Kentucky
$614K +$3.49K +7 +0.6%
KCM
1278
Kathmere Capital Management
Pennsylvania
$614K +$45.3K +91 +8%
LAM
1279
L2 Asset Management
Massachusetts
$613K -$19.4K -39 -3%
HWMT
1280
Heritage Wealth Management (Texas)
Texas
$605K -$24.9K -50 -4%
GIM
1281
Generali Investments Management
Slovenia
$604K +$604K +1,212 New
IIA
1282
ICW Investment Advisors
Arizona
$602K +$37.4K +75 +7%
CFM
1283
Catalyst Funds Management
Australia
$598K – – –
BAM
1284
Blueshift Asset Management
New Jersey
$597K +$597K +1,199 New
TWM
1285
Trueblood Wealth Management
Ohio
$596K +$7.97K +16 +1%
FWCM
1286
Ferguson Wellman Capital Management
Oregon
$588K -$15.4K -31 -3%
MGIA
1287
Moneta Group Investment Advisors
Missouri
$584K -$58.3K -117 -9%
PWM
1288
Paulson Wealth Management
Illinois
$584K +$13.4K +27 +2%
LHC
1289
Little House Capital
Massachusetts
$583K – – –
TFP
1290
Tilia Fiduciary Partners
North Carolina
$576K -$8.47K -17 -1%
UCB
1291
United Community Bank
South Carolina
$576K – – –
MWM
1292
Modera Wealth Management
New Jersey
$574K +$93.2K +187 +19%
WF
1293
Welch & Forbes
Massachusetts
$572K +$15.9K +32 +3%
TC
1294
TwinBeech Capital
New York
$568K -$25.2M -50,510 -98%
GWP
1295
Gen-Wealth Partners
Michigan
$567K +$18.9K +38 +3%
WAG
1296
Wallace Advisory Group
California
$566K -$22.7K -44 -4%
EWA
1297
EverSource Wealth Advisors
Alabama
$562K +$239K +481 +74%
DAC
1298
Dividend Assets Capital
South Carolina
$557K – – –
SGI
1299
Summit Global Investments
Utah
$555K +$176K +354 +47%
HFO
1300
Heritage Family Offices
Arizona
$554K +$31.4K +63 +6%
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