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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 %
AI
1576
Accredited Investors
Minnesota
$259K +$259K +501 New
SCP
1577
Stamos Capital Partners
California
$258K -$346K -670 -57%
LWMM
1578
Legacy Wealth Management (Mississippi)
Mississippi
$258K -$54.2K -105 -17%
APW
1579
Aurora Private Wealth
New Jersey
$258K – – –
LSV Asset Management
1580
LSV Asset Management
Illinois
$258K +$258K +500 New
MBT
1581
Montecito Bank & Trust
California
$257K +$257K +497 New
PB
1582
Pinnacle Bancorp
Nebraska
$256K -$9.82K -19 -4%
RA
1583
RFG Advisory
Alabama
$255K -$184K -356 -42%
EL
1584
EWA LLC
Pennsylvania
$254K +$10.2K +20 +4%
WB
1585
West Bancorporation
Iowa
$254K +$7.75K +15 +3%
RRCM
1586
Rappaport Reiches Capital Management
Illinois
$254K +$254K +492 New
DIM
1587
Delta Investment Management
California
$254K -$2.65M -5,124 -91%
PGA
1588
Portland Global Advisors
Maine
$253K – – –
GWA
1589
GGM Wealth Advisors
Maryland
$253K – – –
PWA
1590
Physician Wealth Advisors
Utah
$252K -$40.2K -76 -14%
FWM
1591
Foguth Wealth Management
Michigan
$251K -$118K -228 -32%
SIMG
1592
Stephens Investment Management Group
Texas
$249K -$19.1K -37 -7%
AWM
1593
Angeles Wealth Management
California
$249K +$249K +482 New
CF
1594
Copperwynd Financial
Arizona
$249K -$3.62K -7 -1%
SC
1595
Sapient Capital
Indiana
$248K -$198K -383 -44%
HP
1596
Hyperion Partners
Pennsylvania
$248K -$2.07K -4 -0.8%
ACP
1597
Aveo Capital Partners
Colorado
$246K +$1.55K +3 +0.6%
MA
1598
MONECO Advisors
Connecticut
$246K -$2.58K -5 -1%
TCM
1599
Tandem Capital Management
New Jersey
$245K – – –
SW
1600
Simplicity Wealth
New Jersey
$245K -$3.18M -6,145 -93%
62 63
64
65 66