SPGI icon

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 %
RBC
1551
Romano Brothers & Co
Illinois
$302K -$15.4K -31 -5%
TWM
1552
Topsail Wealth Management
North Carolina
$302K +$302K +606 New
TBC
1553
Ted Buchan & Co
California
$301K – – –
RA
1554
RFG Advisory
Alabama
$301K +$54.8K +110 +22%
MMCM
1555
Murphy & Mullick Capital Management
New York
$300K +$300K +603 New
WF
1556
Wayfinding Financial
Washington
$300K +$300K +603 New
Parallax Volatility Advisers
1557
Parallax Volatility Advisers
California
$299K -$956K -1,919 -76%
DIA
1558
Dana Investment Advisors
Wisconsin
$298K -$78.7K -158 -21%
4WM
1559
44 Wealth Management
Oregon
$297K +$1.99K +4 +0.7%
CMP
1560
Courage Miller Partners
Virginia
$296K – – –
BIA
1561
Benchmark Investment Advisors
Illinois
$294K -$2.49K -5 -0.8%
BFG
1562
Bouchey Financial Group
New York
$294K +$7.47K +15 +3%
SCM
1563
Sunbeam Capital Management
Georgia
$293K +$293K +589 New
PWP
1564
Phillips Wealth Planners
Mississippi
$293K +$8.21K +17 +3%
CFP
1565
Cascade Financial Partners
California
$290K +$498 +1 +0.2%
IP
1566
Isthmus Partners
Wisconsin
$290K +$290K +582 New
SWM
1567
Shepherd Wealth Management
Ohio
$289K +$289K +581 New
AWM
1568
Ariadne Wealth Management
California
$289K -$2.58K -5 -0.9%
ACA
1569
Affinity Capital Advisors
California
$288K – – –
NFC
1570
Northeast Financial Consultants
Connecticut
$288K – – –
AP
1571
Adero Partners
California
$287K +$15.4K +31 +6%
MHC
1572
May Hill Capital
Massachusetts
$287K +$287K +576 New
AC
1573
AXQ Capital
New Jersey
$286K -$1.51M -3,024 -84%
SW
1574
StrongBox Wealth
Missouri
$286K – – –
IWP
1575
Invenio Wealth Partners
Florida
$286K +$11K +22 +4%
61 62
63
64 65