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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 %
PCM
1626
Permanent Capital Management
Illinois
$254K +$254K +511 New
SWM
1627
Scissortail Wealth Management
Oklahoma
$254K +$252K +507 +12,675%
GF
1628
GGM Financials
Ohio
$252K +$498 +1 +0.2%
EFSCE
1629
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$252K +506 New
SVWAG
1630
Sound View Wealth Advisors Group
Georgia
$252K -$16.4K -33 -6%
BFA
1631
Bragg Financial Advisors
North Carolina
$252K -$5.98K -12 -2%
VVP
1632
Venture Visionary Partners
Ohio
$251K -$996 -2 -0.4%
CAM
1633
Claret Asset Management
Quebec, Canada
$251K -$998 -2 -0.4%
EWS
1634
Eagle Wealth Strategies
New Jersey
$251K – – –
TIA
1635
Traphagen Investment Advisors
New Jersey
$250K – – –
MWM
1636
MGB Wealth Management
Texas
$250K +$18.9K +38 +8%
MIM
1637
Marco Investment Management
Georgia
$249K -$43.8K -88 -15%
LWMM
1638
Legacy Wealth Management (Mississippi)
Mississippi
$249K – – –
LSV Asset Management
1639
LSV Asset Management
Illinois
$249K – – –
APW
1640
Aurora Private Wealth
New Jersey
$249K – – –
WIA
1641
Wetzel Investment Advisors
Indiana
$248K -$2.49K -5 -1%
AIA
1642
Angeles Investment Advisors
California
$248K +$17.9K +36 +8%
MBT
1643
Montecito Bank & Trust
California
$248K – – –
OFS
1644
OneAscent Financial Services
Alabama
$247K +$247K +497 New
PB
1645
Pinnacle Bancorp
Nebraska
$247K – – –
NB
1646
Nicolet Bankshares
Wisconsin
$247K +$20.9K +42 +9%
VCWM
1647
Vista Cima Wealth Management
Arizona
$246K +$246K +493 New
GKWIM
1648
Gerber Kawasaki Wealth & Investment Management
California
$245K +$16.9K +34 +7%
EL
1649
EWA LLC
Pennsylvania
$245K -$2.99K -6 -1%
PGA
1650
Portland Global Advisors
Maine
$244K – – –
64 65
66
67 68