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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 %
SL
1401
Summitry LLC
California
$427K -$3.98K -8 -0.9%
AWA
1402
AGH Wealth Advisors
Kansas
$425K +$425K +853 New
MGIA
1403
Matthew Goff Investment Advisor
Texas
$423K +$6.47K +13 +2%
OL
1404
OneFund LLC
Florida
$422K +$3.98K +8 +1%
TAM
1405
Taurus Asset Management
New York
$421K – – –
OP
1406
ORG Partners
Indiana
$421K +$88.3K +177 +27%
CF
1407
Convergence Financial
Missouri
$419K -$18.4K -37 -4%
CAL
1408
Capital Advisors Ltd
Ohio
$419K +$998 +2 +0.2%
NI
1409
Natural Investments
California
$419K +$419K +842 New
CAAS
1410
Capital Asset Advisory Services
Michigan
$419K +$14.5K +29 +4%
HFM
1411
Hartford Funds Management
Pennsylvania
$416K +$34.4K +69 +9%
SRL
1412
Scientech Research LLC
New Jersey
$415K +$415K +833 New
LW
1413
Linscomb Wealth
Texas
$414K -$2.49K -5 -0.6%
GBT
1414
Grove Bank & Trust
Florida
$412K +$49.8K +100 +14%
APW
1415
Acima Private Wealth
Virginia
$411K – – –
JIC
1416
Joel Isaacson & Co
New York
$410K – – –
LA
1417
Legacy Advisors
Pennsylvania
$409K +$11.5K +23 +3%
KLCM
1418
KG&L Capital Management
Louisiana
$408K +$112K +225 +38%
LNB
1419
Ledyard National Bank
$408K +$6.97K +14 +2%
BWG
1420
Berry Wealth Group
Texas
$405K +$28.4K +57 +8%
VCM
1421
Virtue Capital Management
Tennessee
$405K -$46.8K -94 -10%
ECM
1422
Eisler Capital Management
United Kingdom
$403K +$403K +815 New
LCM
1423
Legato Capital Management
California
$402K -$452K -907 -53%
USCWA
1424
U.S. Capital Wealth Advisors
Texas
$400K +$103K +206 +34%
BFO
1425
Biltmore Family Office
North Carolina
$400K +$32.9K +66 +9%
55 56
57
58 59