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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.

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 %
AWE
1676
Avidian Wealth Enterprises
Texas
$212K +$212K +411 New
SMA
1677
Seven Mile Advisory
New Jersey
$212K +$212K +410 New
BCP
1678
Blue Chip Partners
Michigan
$211K -$4.65K -9 -2%
LP
1679
LGL Partners
Pennsylvania
$209K +$209K +405 New
1WM
1680
1858 Wealth Management
Ohio
$209K +$209K +404 New
LSPW
1681
Lake Street Private Wealth
Illinois
$208K +$208K +403 New
BWA
1682
Brave Warrior Advisors
New York
$207K +$207K +401 New
CC
1683
Cadinha & Co
Hawaii
$207K +$207K +400 New
KFS
1684
Kelly Financial Services
Massachusetts
$206K – – –
IWM
1685
Integris Wealth Management
California
$206K +$206K +399 New
CFA
1686
Cahill Financial Advisors
Minnesota
$206K +$206K +399 New
AC
1687
AlphaCore Capital
California
$206K +$206K +399 New
AAM
1688
Auxier Asset Management
Oregon
$206K +$206K +399 New
PL
1689
Plancorp LLC
Missouri
$205K +$205K +396 New
UAG
1690
United Advisor Group
Ohio
$205K +$205K +396 New
IP
1691
Investment Partners
Ohio
$204K +$204K +394 New
AL
1692
Aspiriant LLC
California
$204K +$204K +394 New
BWM
1693
BCS Wealth Management
Tennessee
$201K +$201K +389 New
FEM
1694
Fulcrum Equity Management
Texas
$200K +$200K +388 New
SWM
1695
Sugarloaf Wealth Management
Georgia
$199K +$34.1K +66 +21%
NIMI
1696
Natixis Investment Managers International
France
$194K -$30.5K -59 -14%
OCM
1697
Osterweis Capital Management
California
$186K – – –
VCM
1698
Versant Capital Management
Arizona
$181K +$11.9K +23 +7%
ANBT
1699
American National Bank & Trust
Texas
$180K -$4.13K -8 -2%
FCAS
1700
First Command Advisory Services
Texas
$174K -$20.7K -40 -11%
66 67
68
69 70