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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 %
DBIA
1526
Dumont & Blake Investment Advisors
New Jersey
$290K -$290K -562 -50%
GC
1527
Grimes & Company
Massachusetts
$290K +$31K +60 +12%
APP
1528
Avantax Planning Partners
Iowa
$289K +$48.5K +94 +20%
SEA
1529
Stegent Equity Advisors
Texas
$288K -$47K -91 -14%
SMC
1530
Smith, Moore & Co
Missouri
$286K +$286K +554 New
VAG
1531
VisionPoint Advisory Group
Texas
$286K -$1.55K -3 -0.5%
MME
1532
Meag Munich Ergo
Germany
$286K +$286K +553 New
IWP
1533
Invenio Wealth Partners
Florida
$285K +$9.3K +18 +3%
EP
1534
Edgestream Partners
New Jersey
$285K -$643K -1,244 -69%
SAI
1535
Savvy Advisors Inc
New York
$285K +$285K +552 New
LCM
1536
LVM Capital Management
Michigan
$285K – – –
VIA
1537
Virtus Investment Advisers
Connecticut
$284K +$284K +550 New
CIP
1538
Convergence Investment Partners
Florida
$284K -$6.2K -12 -2%
IC
1539
Inscription Capital
Texas
$283K -$112K -217 -28%
AP
1540
Adero Partners
California
$282K +$13.4K +26 +5%
DBRC
1541
D.B. Root & Company
Pennsylvania
$281K -$212K -411 -43%
AWM
1542
Ariadne Wealth Management
California
$281K +$281K +565 New
MIM
1543
Meridiem Investment Management
United Kingdom
$279K +$72.3K +140 +35%
SVWAG
1544
Sound View Wealth Advisors Group
Georgia
$278K +$6.71K +13 +2%
AAS
1545
Ameritas Advisory Services
Nebraska
$278K -$309K -597 -53%
LOIM
1546
Liberty One Investment Management
Illinois
$277K -$517 -1 -0.2%
HCM
1547
Hengehold Capital Management
Ohio
$277K +$26.4K +51 +10%
FOA
1548
Five Oceans Advisors
California
$277K +$12.9K +25 +5%
TNA
1549
True North Advisors
Texas
$276K +$35.6K +69 +15%
RCG
1550
Ruane, Cunniff & Goldfarb
New York
$274K – – –
60 61
62
63 64