SPGI icon

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 %
G
1551
GenTrust
Florida
$274K +$274K +531 New
SLA
1552
Silver Lake Advisory
Utah
$273K +$517 +1 +0.2%
NRC
1553
New Republic Capital
North Carolina
$273K +$5.68K +11 +2%
FBB
1554
Fulton Breakefield Broenniman
Maryland
$273K -$1.03K -2 -0.4%
DWM
1555
Darwin Wealth Management
Florida
$272K -$15.5K -30 -5%
AWM
1556
Aviso Wealth Management
Washington
$270K -$14.5K -28 -5%
SWA
1557
SFMG Wealth Advisors
Texas
$270K +$7.75K +15 +3%
TCOT
1558
Trust Company of Toledo
Ohio
$269K +$15.5K +30 +6%
ZIM
1559
Zacks Investment Management
Illinois
$269K +$269K +521 New
FP
1560
Financial Perspectives
Minnesota
$268K – – –
BFA
1561
Bragg Financial Advisors
North Carolina
$267K +$3.1K +6 +1%
MTC
1562
McDaniel Terry & Co
Texas
$266K – – –
SAF
1563
Smith Anglin Financial
Texas
$265K +$18.1K +35 +7%
SWM
1564
Scissortail Wealth Management
Oklahoma
$264K -$31.8M -482 -99%
GFG
1565
Goldstone Financial Group
Illinois
$264K +$264K +510 New
FIM
1566
Freedom Investment Management
Connecticut
$264K -$27.4K -53 -9%
WCM
1567
Wedge Capital Management
North Carolina
$263K +$263K +509 New
VVP
1568
Venture Visionary Partners
Ohio
$261K -$20.7K -40 -7%
GF
1569
GGM Financials
Ohio
$261K +$517 +1 +0.2%
CAM
1570
Claret Asset Management
Quebec, Canada
$261K +$1.03K +2 +0.4%
IWN
1571
Independent Wealth Network
Iowa
$260K -$4.13K -8 -2%
WIA
1572
Wetzel Investment Advisors
Indiana
$260K +$42.9K +83 +20%
EWS
1573
Eagle Wealth Strategies
New Jersey
$260K +$260K +503 New
TIA
1574
Traphagen Investment Advisors
New Jersey
$259K +$1.03K +2 +0.4%
IIM
1575
Ipswich Investment Management
Massachusetts
$259K – – –
61 62
63
64 65