SPGI icon

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 %
SWM
1301
SeaCrest Wealth Management
New York
$552K +$34.4K +69 +7%
DT
1302
Diversified Trust
Tennessee
$552K -$289K -581 -34%
CC
1303
Callan Capital
California
$551K -$38.8K -78 -7%
CAWM
1304
Capital A Wealth Management
Pennsylvania
$550K +$550K +1,105 New
PEA
1305
Park Edge Advisors
Ohio
$549K +$549K +1,102 New
FTUS
1306
Flow Traders U.S.
New York
$545K +$545K +1,094 New
MSCM
1307
McElhenny Sheffield Capital Management
Texas
$544K +$544K +1,092 New
CA
1308
CoreCap Advisors
Michigan
$544K +$28.9K +58 +6%
SDAM
1309
Shulman DeMeo Asset Management
New York
$542K +$498 +1 +0.1%
ECM
1310
Elgethun Capital Management
South Dakota
$540K – – –
1W
1311
1776 Wealth
Georgia
$539K – – –
WWP
1312
WR Wealth Planners
Missouri
$539K +$1.99K +4 +0.4%
ARMT
1313
Amica Retiree Medical Trust
Rhode Island
$537K -$46.8K -94 -8%
CPIA
1314
Cornell Pochily Investment Advisors
New York
$537K +$537K +1,077 New
QC
1315
Quent Capital
New York
$534K +$3.98K +8 +0.8%
Harris Associates
1316
Harris Associates
Illinois
$533K -$16.4K -33 -3%
ALA
1317
Atlas Legacy Advisors
California
$532K +$532K +1,068 New
CHP
1318
Cable Hill Partners
Oregon
$531K -$18.9K -38 -3%
ICP
1319
Interchange Capital Partners
Pennsylvania
$531K -$6.98K -14 -1%
AAS
1320
Ameritas Advisory Services
Nebraska
$526K +$258K +519 +97%
GXJ
1321
Global X Japan
Japan
$525K +$89.1K +179 +20%
AWM
1322
Accel Wealth Management
Iowa
$523K +$498 +1 +0.1%
NP
1323
Nilsine Partners
Colorado
$518K +$23.9K +48 +5%
FB
1324
Fulton Bank
Pennsylvania
$518K -$45.3K -91 -8%
WCM
1325
Winthrop Capital Management
Indiana
$517K +$41.8K +84 +9%
51 52
53
54 55