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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 %
CAMV
1501
Concord Asset Management (Virginia)
Virginia
$338K +$50.3K +101 +17%
WA
1502
Wealth Architects
California
$338K -$6.97K -14 -2%
CA
1503
Crewe Advisors
Utah
$338K +$338K +678 New
VC
1504
Veracity Capital
Georgia
$336K -$8.47K -17 -2%
PCS
1505
Personal CFO Solutions
New Jersey
$336K +$9.96K +20 +3%
CP
1506
Clarendon Private
Massachusetts
$334K +$334K +671 New
CPA
1507
Capital Planning Advisors
California
$334K -$498 -1 -0.1%
LI
1508
Lafayette Investments
Maryland
$333K +$7.97K +16 +2%
SP
1509
Stablepoint Partners
Massachusetts
$332K – – –
BPFA
1510
Barnes Pettey Financial Advisors
Mississippi
$332K – – –
II
1511
Impact Investors
California
$328K +$328K +659 New
OF
1512
Optimize Financial
California
$326K +$326K +654 New
OC
1513
Oarsman Capital
Wisconsin
$325K -$3.49K -7 -1%
PPW
1514
Pasadena Private Wealth
California
$325K – – –
CWM
1515
Compass Wealth Management
Connecticut
$325K – – –
TFM
1516
TFC Financial Management
Massachusetts
$325K – – –
ACM
1517
Avalon Capital Management
California
$325K – – –
GVAG
1518
Great Valley Advisor Group
Delaware
$324K +$30.4K +61 +10%
C
1519
Covestor
United Kingdom
$324K +$96.2K +193 +42%
IFS
1520
Ifrah Financial Services
Arkansas
$323K -$1.5K -3 -0.5%
FA
1521
Financial Alternatives
California
$323K – – –
AFW
1522
Avantra Family Wealth
Pennsylvania
$322K +$322K +646 New
ICP
1523
Impact Capital Partners
Colorado
$321K +$321K +644 New
VA
1524
Valmark Advisers
Ohio
$320K +$320K +642 New
SF
1525
Symphony Financial
Texas
$319K -$39.7K -78 -11%
59 60
61
62 63