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S&P Global
SPGI

Overview Fund Activity

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M

Top Buyers

1
Citigroup
Citigroup
New York
$826M
2
Morgan Stanley
Morgan Stanley
New York
$3.24B
3
Capital International Investors
Capital International Investors
California
$3.53B
4
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$469M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.08B

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$95.2M
2
Millennium Management
Millennium Management
New York
$166M
3
BlackRock
BlackRock
New York
$13B
4
Ameriprise
Ameriprise
Minnesota
$1.02B
5
FCM
Farallon Capital Management
California
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
1426
Osborne Partners Capital Management
California
$375K – – –
ACA
1427
Anchor Capital Advisors
Massachusetts
$374K -$7.75K -15 -2%
XF
1428
XML Financial
Maryland
$374K +$33.6K +65 +10%
MPM
1429
MBB Public Markets
Illinois
$372K -$11.4M -22,018 -97%
MRCM
1430
M&R Capital Management
New Jersey
$372K – – –
CFO
1431
CVA Family Office
Colorado
$371K +$9.3K +18 +3%
FRM
1432
Fox Run Management
Connecticut
$369K +$369K +715 New
CP
1433
Canopy Partners
Ohio
$368K +$4.13K +8 +1%
NB
1434
Northwest Bancshares
Pennsylvania
$366K – – –
SWM
1435
Sculati Wealth Management
Michigan
$366K – – –
DOA
1436
D'Orazio & Associates
Virginia
$366K +$17K +33 +5%
HR
1437
Hardy Reed
Mississippi
$364K +$4.13K +8 +1%
SB
1438
Simmons Bank
Arkansas
$363K +$3.62K +7 +1%
EA
1439
Eclectic Associates
California
$363K – – –
EWM
1440
Endowment Wealth Management
Wisconsin
$362K -$11.4K -22 -3%
SCM
1441
Sandler Capital Management
New York
$362K – – –
SF
1442
Symphony Financial
Texas
$361K +$11.3K +22 +3%
GAA
1443
Global Assets Advisory
Florida
$361K +$361K +704 New
OTL
1444
Oak Thistle LLC
New York
$361K +$361K +698 New
BCFD
1445
Boit C.F. David
$360K – – –
1WA
1446
180 Wealth Advisors
Washington
$360K -$29.4K -57 -8%
WA
1447
Wealth Architects
California
$358K -$517 -1 -0.1%
ALAM
1448
Asahi Life Asset Management
Japan
$358K +$358K +693 New
SHGA
1449
Sand Hill Global Advisors
California
$358K +$15.5K +30 +5%
CAM
1450
Cidel Asset Management
Ontario, Canada
$358K +$21.2K +41 +6%
56 57
58
59 60