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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 %
MIM
1601
Meridiem Investment Management
United Kingdom
$269K – – –
SIA
1602
Soltis Investment Advisors
Utah
$269K +$62.2K +125 +30%
GC
1603
Grimes & Company
Massachusetts
$267K -$13.5K -27 -5%
VCM
1604
Versant Capital Management
Arizona
$265K +$91.1K +183 +52%
WCM
1605
Wedge Capital Management
North Carolina
$265K +$11.5K +23 +5%
RCG
1606
Ruane, Cunniff & Goldfarb
New York
$264K – – –
ACP
1607
Aveo Capital Partners
Colorado
$264K +$27.4K +55 +12%
SLA
1608
Silver Lake Advisory
Utah
$264K +$498 +1 +0.2%
FBB
1609
Fulton Breakefield Broenniman
Maryland
$263K – – –
PWM
1610
Partners Wealth Management
California
$263K +$263K +528 New
MA
1611
Mezzasalma Advisors
New Jersey
$262K +$52.3K +105 +25%
HIGP
1612
Hill Investment Group Partners
Missouri
$262K +$12K +24 +5%
AWM
1613
Aviso Wealth Management
Washington
$262K +$996 +2 +0.4%
AWA
1614
Arete Wealth Advisors
Illinois
$261K +$31.4K +63 +14%
ZI
1615
ZEGA Investments
Florida
$261K +$261K +508 New
MIP
1616
Marietta Investment Partners
Wisconsin
$261K -$205K -411 -44%
TCOT
1617
Trust Company of Toledo
Ohio
$259K – – –
FP
1618
Financial Perspectives
Minnesota
$259K – – –
WFA
1619
Wellspring Financial Advisors
Ohio
$258K -$256K -514 -50%
DBRC
1620
D.B. Root & Company
Pennsylvania
$257K -$13.4K -27 -5%
FOA
1621
Five Oceans Advisors
California
$257K -$9.96K -20 -4%
MA
1622
MONECO Advisors
Connecticut
$256K +$19.4K +39 +8%
MTC
1623
McDaniel Terry & Co
Texas
$256K – – –
SAF
1624
Smith Anglin Financial
Texas
$255K +$498 +1 +0.2%
SAI
1625
Savvy Advisors Inc
New York
$255K -$19.4K -39 -7%
63 64
65
66 67