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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 %
AA
1326
Alta Advisers
United Kingdom
$516K +$68.2K +137 +15%
RPWA
1327
Regent Peak Wealth Advisors
Georgia
$516K +$8.97K +18 +2%
PFBT
1328
Parkside Financial Bank & Trust
Missouri
$515K +$9.96K +20 +2%
ACL
1329
Applied Capital LLC
Florida
$514K – – –
EFG
1330
Elm3 Financial Group
Georgia
$513K +$513K +1,030 New
WIM
1331
Waverton Investment Management
United Kingdom
$513K -$583K -1,170 -53%
PWMAG
1332
Pinnacle Wealth Management Advisory Group
New Jersey
$512K -$5.98K -12 -1%
FNBTCON
1333
First National Bank & Trust Co of Newtown
Pennsylvania
$512K – – –
RSS
1334
Rosenblum Silverman Sutton
California
$510K – – –
ACM
1335
Ayrshire Capital Management
Connecticut
$509K – – –
SAW
1336
Signal Advisors Wealth
Michigan
$509K +$8.97K +18 +2%
OWP
1337
ORG Wealth Partners
Texas
$507K +$284K +570 +128%
NL
1338
NWAM LLC
Washington
$507K -$15.9K -32 -3%
WP
1339
WMS Partners
Maryland
$506K +$116K +233 +30%
PWA
1340
Provenance Wealth Advisors
Florida
$505K – – –
GWMR
1341
GC Wealth Management RIA
Massachusetts
$503K -$50.8K -102 -9%
CWA
1342
Crux Wealth Advisors
California
$502K +$502K +1,008 New
GFA
1343
Gallagher Fiduciary Advisors
Illinois
$501K +$82.2K +165 +20%
IAN
1344
Integrated Advisors Network
Texas
$501K -$2.99K -6 -0.6%
LAS
1345
LWM Advisory Services
Florida
$500K -$6.97K -14 -1%
CIC
1346
Carnegie Investment Counsel
Ohio
$498K – – –
HL
1347
HeadInvest LLC
Maine
$497K – – –
EFG
1348
Embree Financial Group
Illinois
$495K +$498 +1 +0.1%
WFI
1349
West Family Investments
California
$495K -$81.2K -163 -14%
MPM
1350
Meritage Portfolio Management
Kansas
$493K – – –
52 53
54
55 56