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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 %
TF
1376
Tenon Financial
New Jersey
$460K – – –
SCP
1377
Sivia Capital Partners
California
$459K +$5.48K +11 +1%
BFAG
1378
Blackston Financial Advisory Group
Florida
$459K +$32.4K +65 +8%
AFT
1379
Alpha Family Trust
California
$458K – – –
SEEDPG
1380
S.E.E.D. Planning Group
New York
$458K +$458K +919 New
HCMG
1381
Howard Capital Management Group
California
$454K – – –
JFGIW
1382
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K -$209K -401 -32%
LA
1383
LM Advisors
California
$451K – – –
CWM
1384
Cornerstone Wealth Management
Missouri
$450K -$8.96K -18 -2%
FPAS
1385
Focus Partners Advisor Solutions
Missouri
$448K +$448K +900 New
MSS
1386
Mitchell Sinkler & Starr
Pennsylvania
$447K – – –
SWA
1387
Stratos Wealth Advisors
Ohio
$446K +$142K +286 +47%
MAWA
1388
Moss Adams Wealth Advisors
Washington
$446K +$38.3K +77 +9%
IAIM
1389
International Assets Investment Management
Florida
$444K -$231M -466,127 -100%
FNWM
1390
Financial Network Wealth Management
Utah
$443K – – –
ACP
1391
Argyle Capital Partners
California
$443K +$443K +889 New
PPP
1392
Private Portfolio Partners
New Jersey
$441K – – –
CWP
1393
Concord Wealth Partners
Virginia
$440K +$59.3K +119 +16%
SB
1394
Strategic Blueprint
Georgia
$439K -$3.49K -7 -0.8%
HFRG
1395
Houlihan Financial Resource Group
Virginia
$438K – – –
JSC
1396
Jackson Square Capital
California
$437K – – –
FA
1397
FDx Advisors
Illinois
$436K -$5.97K -12 -1%
ACIM
1398
Azimuth Capital Investment Management
Michigan
$436K – – –
GDP
1399
Great Diamond Partners
Maine
$434K -$996 -2 -0.2%
PWG
1400
Portside Wealth Group
Utah
$430K +$4.98K +10 +1%
54 55
56
57 58