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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 %
NED
1426
Nancy E. Dempze
$398K – – –
CCA
1427
Childress Capital Advisors
Texas
$397K +$1.49K +3 +0.4%
PHS
1428
Pekin Hardy Strauss
Illinois
$397K – – –
WA
1429
Waddell & Associates
Tennessee
$397K – – –
NCFG
1430
New Century Financial Group
New Jersey
$395K -$84.9K -170 -18%
BMO
1431
Beck Mack & Oliver
New York
$394K +$394K +791 New
CA
1432
Cache Advisors
California
$393K +$393K +789 New
FA
1433
Fiduciary Alliance
South Carolina
$392K +$392K +787 New
AMCA
1434
Arthur M. Cohen & Associates
Illinois
$392K -$774K -1,554 -66%
CFG
1435
Clayton Financial Group
Missouri
$389K – – –
BCM
1436
BluePath Capital Management
Georgia
$389K -$19.3K -40 -5%
SRC
1437
Shufro Rose & Co
New York
$388K +$26.4K +53 +7%
FAM
1438
Fairtree Asset Management
South Africa
$388K +$388K +780 New
XF
1439
XML Financial
Maryland
$388K +$27.9K +56 +8%
CPRC
1440
Consolidated Portfolio Review Corp
New York
$385K +$20.9K +42 +6%
SAM
1441
Strategy Asset Managers
California
$385K – – –
AIA
1442
Accelerate Investment Advisors
California
$385K +$99.6K +200 +35%
SIC
1443
Samalin Investment Counsel
New York
$385K – – –
BB
1444
Burford Brothers
Texas
$385K – – –
FCM
1445
Fourpath Capital Management
Oklahoma
$384K -$498 -1 -0.1%
WANY
1446
Wealthspire Advisors (New York)
New York
$383K +$57.8K +116 +18%
AO
1447
Advisor OS
Illinois
$381K +$7.96K +16 +2%
G
1448
Gainplan
Michigan
$378K -$13.9K -28 -4%
AC
1449
Attessa Capital
Arizona
$377K +$377K +757 New
HA
1450
Huntleigh Advisors
Missouri
$377K +$377K +756 New
56 57
58
59 60