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S&P Global
SPGI

Overview Fund Activity

1,908 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, 745 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,908
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.6%
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
745
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 %
VBCG
1651
Valley Brook Capital Group
Pennsylvania
$225K +$225K +435 New
SNBOSD
1652
Security National Bank of So Dak
Iowa
$224K +$224K +434 New
HIGP
1653
Hill Investment Group Partners
Missouri
$224K -$2.23K -5 -1%
BONH
1654
Bank of New Hampshire
New Hampshire
$224K – – –
GA
1655
Greenspring Advisors
Maryland
$222K +$222K +430 New
VCP
1656
Verus Capital Partners
Arizona
$221K +$221K +427 New
CWAG
1657
Compton Wealth Advisory Group
Virginia
$220K +$220K +426 New
MAP
1658
Moody Aldrich Partners
Massachusetts
$219K -$44.4K -86 -17%
AT
1659
Avalon Trust
New Mexico
$218K – – –
MA
1660
Mezzasalma Advisors
New Jersey
$218K +$218K +422 New
C
1661
CEDRUS
Colorado
$218K +$218K +422 New
BFIM
1662
Beese Fulmer Investment Management
Ohio
$218K +$218K +422 New
DMBA
1663
Deseret Mutual Benefit Administrators
Utah
$216K -$57.3K -111 -21%
Koshinski Asset Management
1664
Koshinski Asset Management
Illinois
$216K +$216K +418 New
WCFA
1665
Walkner Condon Financial Advisors
Wisconsin
$215K +$215K +417 New
SIA
1666
Soltis Investment Advisors
Utah
$215K +$215K +416 New
CWM
1667
Concentrum Wealth Management
California
$215K +$215K +416 New
HWP
1668
Hibernia Wealth Partners
Louisiana
$214K +$214K +415 New
WIM
1669
Warwick Investment Management
Texas
$214K +$214K +414 New
TFF
1670
The Family Firm
Maryland
$214K +$12.9K +25 +6%
CIG
1671
Cairn Investment Group
Washington
$214K +$214K +414 New
ZF
1672
Zega Financial
Florida
$213K +$213K +413 New
MLL
1673
Moody Lynn & Lieberson
Massachusetts
$213K +$213K +412 New
SHF
1674
Stage Harbor Financial
Massachusetts
$212K +$212K +407 New
BSTWA
1675
Blake Schutter Theil Wealth Advisors
Ohio
$212K +$212K +411 New
65 66
67
68 69