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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 %
NWAG
1576
Net Worth Advisory Group
Utah
$286K -$5.97K -12 -2%
APP
1577
Avantax Planning Partners
Iowa
$285K +$6.47K +13 +2%
SLG
1578
Stanley-Laman Group
Pennsylvania
$284K +$65.2K +131 +30%
PSP
1579
Principal Street Partners
Tennessee
$284K +$20.4K +41 +8%
JMFC
1580
J.M. Forbes & Co
Massachusetts
$283K – – –
DBIA
1581
Dumont & Blake Investment Advisors
New Jersey
$281K +$1.49K +3 +0.5%
NRC
1582
New Republic Capital
North Carolina
$281K +$17.4K +35 +7%
SMC
1583
Smith, Moore & Co
Missouri
$281K +$4.49K +9 +2%
HIIFS
1584
Harel Insurance Investments & Financial Services
Israel
$280K +$188K +377 +204%
GFG
1585
Goldstone Financial Group
Illinois
$279K +$25.4K +51 +10%
PP
1586
Patten & Patten
Tennessee
$279K -$61.3K -123 -18%
MC
1587
Maverick Capital
Texas
$278K -$895K -1,797 -76%
WI
1588
WrapManager Inc
California
$278K -$11K -22 -4%
SIC
1589
Salem Investment Counselors
North Carolina
$277K -$2.49K -5 -0.9%
WLIM
1590
White Lighthouse Investment Management
Massachusetts
$276K +$276K +555 New
IWN
1591
Independent Wealth Network
Iowa
$276K +$24.9K +50 +10%
MME
1592
Meag Munich Ergo
Germany
$275K – – –
AWM
1593
Angeles Wealth Management
California
$275K +$34.9K +70 +15%
VIA
1594
Virtus Investment Advisers
Connecticut
$274K – – –
APW
1595
Austin Private Wealth
Texas
$273K +$48.8K +98 +22%
ACM
1596
Aurdan Capital Management
Pennsylvania
$273K +$273K +549 New
BCM
1597
Brookstone Capital Management
Illinois
$272K +$272K +546 New
SWA
1598
SFMG Wealth Advisors
Texas
$271K +$11.5K +23 +4%
VAG
1599
VisionPoint Advisory Group
Texas
$271K -$3.47K -7 -1%
CIP
1600
Convergence Investment Partners
Florida
$270K -$3.48K -7 -1%
62 63
64
65 66