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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 %
CH
1351
Cromwell Holdings
Wyoming
$492K – – –
NG
1352
Norden Group
Utah
$491K -$12.9K -26 -3%
FI
1353
Fosun International
China
$491K -$1.18M -2,375 -71%
PFA
1354
Plotkin Financial Advisors
Maryland
$490K – – –
WMA
1355
West Michigan Advisors
Michigan
$488K +$498 +1 +0.1%
GFPC
1356
Global Financial Private Client
Florida
$486K -$12K -24 -2%
FIB
1357
First Interstate Bank
Montana
$486K -$6.97K -14 -1%
RDWM
1358
Red Door Wealth Management
Tennessee
$483K – – –
RFS
1359
Richardson Financial Services
Massachusetts
$482K +$9.45K +19 +2%
GC
1360
Gilbert & Cook
Iowa
$481K -$11.5K -23 -2%
TA
1361
TFB Advisors
Kansas
$481K -$1.49K -3 -0.3%
CGA
1362
Compound Global Advisors
Washington
$479K +$479K +961 New
CB
1363
CNB Bank
Pennsylvania
$478K -$19.4K -39 -4%
SS
1364
Sunbelt Securities
Texas
$478K -$60.8K -122 -11%
PWMG
1365
Prestige Wealth Management Group
New Jersey
$477K +$14.9K +30 +3%
CWA
1366
Cornerstone Wealth Advisors
Minnesota
$476K – – –
CA
1367
Centerpoint Advisors
Massachusetts
$474K -$41.3K -83 -8%
LCS
1368
Levin Capital Strategies
New York
$474K +$474K +951 New
CB
1369
Community Bank
New York
$474K -$14.9K -30 -3%
PIA
1370
Pinion Investment Advisors
Kansas
$470K -$12K -24 -2%
EA
1371
Emerald Advisers
Pennsylvania
$469K +$4.48K +9 +1%
RP
1372
Riverwater Partners
Wisconsin
$467K +$996 +2 +0.2%
PFW
1373
Petros Family Wealth
Minnesota
$465K +$465K +934 New
FG
1374
Fiduciary Group
Georgia
$463K – – –
DCM
1375
Dudley Capital Management
Virginia
$461K +$58.8K +118 +15%
53 54
55
56 57