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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 %
GA
1526
Goldstein Advisors
Wisconsin
$319K +$2.99K +6 +0.9%
EFG
1527
Ethos Financial Group
Pennsylvania
$319K +$21.4K +43 +7%
KFS
1528
Keynote Financial Services
Connecticut
$319K – – –
SEA
1529
Stegent Equity Advisors
Texas
$318K +$40.8K +82 +15%
ZIM
1530
Zacks Investment Management
Illinois
$318K +$58.3K +117 +22%
V
1531
VeraBank
Texas
$318K +$5.98K +12 +2%
ANTB
1532
AMG National Trust Bank
Colorado
$317K +$36.9K +74 +13%
PL
1533
Plancorp LLC
Missouri
$316K +$119K +239 +60%
JIP
1534
Jaffetilchin Investment Partners
Florida
$316K +$498 +1 +0.2%
RFW
1535
Rainier Family Wealth
Washington
$315K +$315K +633 New
IAS
1536
Insigneo Advisory Services
Florida
$314K -$396K -795 -56%
NW
1537
Naviter Wealth
Arkansas
$314K +$24.9K +50 +9%
CWM
1538
Campbell Wealth Management
Virginia
$314K +$314K +630 New
LAM
1539
LECAP Asset Management
United Kingdom
$313K -$1.37M -2,759 -81%
BIA
1540
Bell Investment Advisors
California
$309K -$30.4K -61 -9%
FI
1541
FWG Investments
Kentucky
$308K -$3.48K -7 -1%
CIA
1542
Compass Ion Advisors
Pennsylvania
$307K – – –
AWP
1543
Ascent Wealth Partners
New York
$306K -$6.47K -13 -2%
BWS
1544
Broadway Wealth Solutions
Texas
$305K +$305K +613 New
CMS
1545
Capital Market Strategies
Florida
$305K +$2.99K +6 +1%
EGWAG
1546
Elwood & Goetz Wealth Advisory Group
Georgia
$305K – – –
LOIM
1547
Liberty One Investment Management
Illinois
$304K +$36.4K +73 +14%
WEG
1548
World Equity Group
Illinois
$304K +$304K +610 New
GAM
1549
Gould Asset Management
California
$303K – – –
RWM
1550
Revisor Wealth Management
Ohio
$303K -$170K -340 -36%
60 61
62
63 64