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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 %
RAM
1451
Readystate Asset Management
Illinois
$377K +$377K +756 New
CAM
1452
Cidel Asset Management
Ontario, Canada
$376K +$30.9K +62 +9%
CSB
1453
City State Bank
Iowa
$374K -$2.99K -6 -0.8%
VCM
1454
Violich Capital Management
California
$374K – – –
TW
1455
Traveka Wealth
California
$374K +$38.8K +78 +12%
LP
1456
LB Partners
Virginia
$374K – – –
SG
1457
Somerset Group
Minnesota
$374K – – –
MCCA
1458
Mill Creek Capital Advisors
Pennsylvania
$373K -$7.97K -16 -2%
DWM
1459
Destination Wealth Management
California
$373K – – –
BOS
1460
Bank of Stockton
California
$373K -$42.8K -86 -10%
CFO
1461
CVA Family Office
Colorado
$372K +$13.9K +28 +4%
CFG
1462
Carr Financial Group
Massachusetts
$371K +$3.98K +8 +1%
BW
1463
Bison Wealth
Georgia
$370K -$271K -543 -42%
FFA
1464
Founders Financial Alliance
North Carolina
$369K +$7.97K +16 +2%
IIC
1465
Integrated Investment Consultants
Michigan
$369K – – –
BB
1466
Busey Bank
Illinois
$368K +$1.99K +4 +0.5%
PWS
1467
Peterson Wealth Services
Utah
$367K +$33.4K +67 +10%
MCM
1468
Manchester Capital Management
Vermont
$365K -$498 -1 -0.1%
ACH
1469
ArrowMark Colorado Holdings
Colorado
$364K – – –
CWG
1470
Cornerstone Wealth Group
North Carolina
$363K -$46.3K -93 -11%
CCA
1471
Catalyst Capital Advisors
New York
$362K +$291K +584 +411%
OPCM
1472
Osborne Partners Capital Management
California
$361K – – –
KTC
1473
Kentucky Trust Company
Kentucky
$361K +$361K +725 New
CP
1474
Canopy Partners
Ohio
$359K +$3.49K +7 +1%
ACA
1475
Anchor Capital Advisors
Massachusetts
$358K -$2.49K -5 -0.7%
57 58
59
60 61