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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
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 %
KLCM
1501
KG&L Capital Management
Louisiana
$307K +$307K +595 New
SFI
1502
SPC Financial Inc
Maryland
$306K -$11.9K -23 -4%
GVAG
1503
Great Valley Advisor Group
Delaware
$305K +$32K +62 +12%
RA
1504
Ruggaard & Associates
Ohio
$304K -$7.75K -15 -2%
MIM
1505
Marco Investment Management
Georgia
$304K – – –
ACA
1506
Affinity Capital Advisors
California
$303K – – –
4WM
1507
44 Wealth Management
Oregon
$303K +$303K +593 New
NWAG
1508
Net Worth Advisory Group
Utah
$303K +$303K +586 New
CSPAM
1509
Cary Street Partners Asset Management
Virginia
$302K +$24.3K +47 +9%
IWA
1510
IVC Wealth Advisors
Pennsylvania
$301K – – –
MCM
1511
Mitchell Capital Management
Kansas
$300K +$516 +1 +0.2%
NC
1512
Napatree Capital
Rhode Island
$300K +$300K +581 New
NW
1513
Naviter Wealth
Arkansas
$300K +$300K +581 New
WI
1514
WrapManager Inc
California
$300K -$39.3K -76 -12%
NFC
1515
Northeast Financial Consultants
Connecticut
$299K +$7.75K +15 +3%
CAMV
1516
Concord Asset Management (Virginia)
Virginia
$299K +$15K +29 +5%
CFP
1517
Cascade Financial Partners
California
$298K – – –
KFI
1518
Key Financial Inc
Pennsylvania
$298K +$3.1K +6 +1%
BFG
1519
Bouchey Financial Group
New York
$298K +$6.2K +12 +2%
SW
1520
StrongBox Wealth
Missouri
$297K – – –
AIA
1521
Accelerate Investment Advisors
California
$296K +$296K +573 New
JMFC
1522
J.M. Forbes & Co
Massachusetts
$294K – – –
PPWM
1523
Paragon Private Wealth Management
Kentucky
$293K +$44.9K +87 +18%
ANTB
1524
AMG National Trust Bank
Colorado
$291K -$47K -91 -14%
SIC
1525
Salem Investment Counselors
North Carolina
$290K +$2.58K +5 +0.9%
59 60
61
62 63