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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 %
GWA
1651
GGM Wealth Advisors
Maryland
$244K – – –
AL
1652
Aspiriant LLC
California
$244K +$47.8K +96 +24%
RCP
1653
Rothschild Capital Partners
New York
$244K +$244K +490 New
DIM
1654
Delta Investment Management
California
$243K -$1.49K -3 -0.6%
KFI
1655
Key Financial Inc
Pennsylvania
$243K -$44.8K -90 -16%
HCM
1656
Hengehold Capital Management
Ohio
$242K -$25.4K -51 -9%
BSHC
1657
Breed's Hill Capital
Massachusetts
$242K +$242K +486 New
WWM
1658
Wolff Wiese Magana
California
$242K +$18.4K +37 +8%
GWM
1659
Gitterman Wealth Management
New Jersey
$241K +$13K +26 +6%
SIMG
1660
Stephens Investment Management Group
Texas
$240K – – –
DWM
1661
Darwin Wealth Management
Florida
$240K -$22.4K -45 -9%
PWM
1662
Pines Wealth Management
North Carolina
$239K +$239K +495 New
MS
1663
Maven Securities
Jersey
$238K -$332K -666 -58%
HI
1664
Hendershot Investments
Virginia
$238K +$3.98K +8 +2%
AWE
1665
Avidian Wealth Enterprises
Texas
$238K +$32.9K +66 +16%
WB
1666
West Bancorporation
Iowa
$237K -$7.97K -16 -3%
RA
1667
Ruggaard & Associates
Ohio
$237K -$56.3K -113 -19%
RB
1668
Renasant Bank
Mississippi
$237K +$7.97K +16 +3%
FIM
1669
Freedom Investment Management
Connecticut
$236K -$17.9K -36 -7%
APWM
1670
Argonautica Private Wealth Management
Massachusetts
$236K – – –
NCM
1671
Next Capital Management
New York
$236K +$236K +474 New
HAS
1672
HBW Advisory Services
California
$236K +$236K +473 New
KWA
1673
Kondo Wealth Advisors
California
$235K +$235K +472 New
S
1674
Sunpointe
Missouri
$235K – – –
EAM
1675
Empirical Asset Management
Massachusetts
$235K +$235K +6,755 New
65 66
67
68 69