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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 %
BBA
1626
Braun-Bostich & Associates
Pennsylvania
$236K +$236K +456 New
WTB
1627
Washington Trust Bank
Washington
$235K -$10.8K -21 -4%
FNWA
1628
Financial Network Wealth Advisors
Utah
$235K -$84.2K -163 -26%
EBA
1629
Eagle Bay Advisors
New York
$234K – – –
NB
1630
Nicolet Bankshares
Wisconsin
$234K – – –
CD
1631
Chapin Davis
Maryland
$234K – – –
SAI
1632
Systematic Alpha Investments
New Jersey
$234K – – –
DPI
1633
Diversified Portfolios Inc
Michigan
$233K +$1.03K +2 +0.4%
APW
1634
Austin Private Wealth
Texas
$233K +$233K +451 New
AWM
1635
Avior Wealth Management
Nebraska
$232K +$36.2K +70 +18%
RPA
1636
Rock Point Advisors
Vermont
$232K -$25.8K -50 -10%
OA
1637
Operose Advisors
Wisconsin
$232K +$58.9K +114 +34%
KSWWM
1638
Keyes Stange & Wooten Wealth Management
Florida
$231K -$5.17K -10 -2%
WWM
1639
Wolff Wiese Magana
California
$231K +$227K +440 +5,500%
BPWM
1640
Badgley Phelps Wealth Managers
Washington
$231K +$231K +448 New
TCWA
1641
Turtle Creek Wealth Advisors
Texas
$231K +$231K +448 New
OWP
1642
ORG Wealth Partners
Texas
$231K +$231K +447 New
ATS
1643
Ashton Thomas Securities
New York
$230K +$230K +446 New
SIM
1644
Stratos Investment Management
Ohio
$230K -$4.14K -8 -2%
MNBTD
1645
Moody National Bank Trust Division
Texas
$230K +$230K +445 New
GPI
1646
General Partner Inc
Pennsylvania
$229K – – –
BIP
1647
Blue Investment Partners
California
$229K +$229K +443 New
CCA
1648
Cobblestone Capital Advisors
New York
$228K +$228K +441 New
SLG
1649
Stanley-Laman Group
Pennsylvania
$227K +$227K +440 New
NCTC
1650
New Covenant Trust Company
Indiana
$226K +$226K +441 New
64 65
66
67 68