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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 %
PPWM
1476
Paragon Private Wealth Management
Kentucky
$356K +$73.2K +147 +26%
AAA
1477
AG Asset Advisory
California
$356K +$356K +714 New
XT
1478
XTX Topco
Cayman Islands
$355K +$355K +713 New
PTC
1479
Philadelphia Trust Company
Pennsylvania
$354K -$118K -238 -25%
NB
1480
Northwest Bancshares
Pennsylvania
$353K – – –
SWM
1481
Sculati Wealth Management
Michigan
$353K – – –
LCM
1482
LVM Capital Management
Michigan
$352K +$34.4K +69 +11%
WAP
1483
Wealthcare Advisory Partners
Pennsylvania
$351K -$12.4K -25 -3%
HR
1484
Hardy Reed
Mississippi
$351K – – –
SB
1485
Simmons Bank
Arkansas
$350K +$498 +1 +0.1%
EA
1486
Eclectic Associates
California
$350K – – –
MA
1487
MJP Associates
Connecticut
$349K +$5.48K +11 +2%
BCFD
1488
Boit C.F. David
$349K – – –
SCM
1489
Sandler Capital Management
New York
$349K – – –
BGCP
1490
Bristol Gate Capital Partners
Ontario, Canada
$349K +$349K +700 New
CMBA
1491
C.M. Bidwell & Associates
Hawaii
$348K +$344K +690 +7,667%
NC
1492
Napatree Capital
Rhode Island
$348K +$58.3K +117 +20%
MCWA
1493
Meadow Creek Wealth Advisors
Georgia
$346K +$2.49K +5 +0.7%
DOA
1494
D'Orazio & Associates
Virginia
$345K -$7.97K -16 -2%
G
1495
GenTrust
Florida
$343K +$78.7K +158 +30%
1WA
1496
180 Wealth Advisors
Washington
$343K -$3.98K -8 -1%
ADIM
1497
Alpha DNA Investment Management
Maryland
$341K +$341K +685 New
SHGA
1498
Sand Hill Global Advisors
California
$341K -$3.98K -8 -1%
EWM
1499
Endowment Wealth Management
Wisconsin
$340K -$8.96K -18 -3%
JLBC
1500
J.L. Bainbridge & Co
Florida
$340K – – –
58 59
60
61 62