SPGI icon

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

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$95.2M
2
Millennium Management
2
Millennium Management
New York
$166M
3
BlackRock
3
BlackRock
New York
$13B
4
Ameriprise
4
Ameriprise
Minnesota
$1.02B
5
FCM
5
Farallon Capital Management
California
$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
1451
Veracity Capital
Georgia
$357K +$17.1K +33 +5%
MA
1452
MJP Associates
Connecticut
$356K -$30K -58 -8%
MCWA
1453
Meadow Creek Wealth Advisors
Georgia
$356K – – –
PP
1454
Patten & Patten
Tennessee
$353K – – –
BIA
1455
Bell Investment Advisors
California
$352K +$1.03K +2 +0.3%
JLBC
1456
J.L. Bainbridge & Co
Florida
$352K – – –
G
1457
Gainplan
Michigan
$351K – – –
TW
1458
Traveka Wealth
California
$348K +$23.8K +46 +7%
CPA
1459
Capital Planning Advisors
California
$347K +$2.58K +5 +0.8%
PWS
1460
Peterson Wealth Services
Utah
$346K +$37.7K +73 +12%
OP
1461
ORG Partners
Indiana
$345K -$244K -471 -41%
BPFA
1462
Barnes Pettey Financial Advisors
Mississippi
$344K -$16.5K -32 -5%
SP
1463
Stablepoint Partners
Massachusetts
$344K – – –
FI
1464
Financial Insights
Washington
$344K -$350K -677 -50%
OC
1465
Oarsman Capital
Wisconsin
$341K +$38.2K +74 +13%
VFA
1466
Values First Advisors
Tennessee
$339K +$1.03K +2 +0.3%
PCS
1467
Personal CFO Solutions
New Jersey
$338K +$6.71K +13 +2%
CWM
1468
Compass Wealth Management
Connecticut
$337K – – –
PPW
1469
Pasadena Private Wealth
California
$337K – – –
WANY
1470
Wealthspire Advisors (New York)
New York
$337K -$10.3K -20 -3%
IFS
1471
Ifrah Financial Services
Arkansas
$337K -$9.3K -18 -3%
TFM
1472
TFC Financial Management
Massachusetts
$337K +$10.3K +20 +3%
LI
1473
Lafayette Investments
Maryland
$337K +$517 +1 +0.2%
ACM
1474
Avalon Capital Management
California
$337K +$1.55K +3 +0.5%
FA
1475
Financial Alternatives
California
$335K +$51.7K +100 +18%
57 58
59
60 61