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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 %
CD
1676
Chapin Davis
Maryland
$234K – – –
CF
1677
Copperwynd Financial
Arizona
$234K -$5.98K -12 -2%
CCM
1678
Canal Capital Management
Virginia
$234K – – –
PCP
1679
Panoramic Capital Partners
Oregon
$234K +$234K +469 New
SA
1680
SRN Advisors
Pennsylvania
$233K +$233K +468 New
NPFS
1681
Novak & Powell Financial Services
Florida
$232K – – –
AWM
1682
Avior Wealth Management
Nebraska
$232K +$7.47K +15 +3%
WC
1683
Wynn Capital
Georgia
$231K – – –
LTI
1684
Laffer Tengler Investments
Tennessee
$230K – – –
ATS
1685
Ashton Thomas Securities
New York
$230K +$5.54K +11 +2%
MEG
1686
Millstone Evans Group
Colorado
$230K +$230K +461 New
SPP
1687
Single Point Partners
Massachusetts
$229K – – –
LWM
1688
Lionshead Wealth Management
New York
$228K +$228K +458 New
PCM
1689
Prelude Capital Management
New York
$228K +$228K +458 New
TCM
1690
Tandem Capital Management
New Jersey
$228K -$8.97K -18 -4%
RWP
1691
Revolve Wealth Partners
New Jersey
$228K -$2.99K -6 -1%
LI
1692
LVZ Inc
Michigan
$227K – – –
SAI
1693
Systematic Alpha Investments
New Jersey
$225K – – –
DPI
1694
Diversified Portfolios Inc
Michigan
$225K – – –
CCA
1695
Cobblestone Capital Advisors
New York
$225K +$4.98K +10 +2%
FWM
1696
Foguth Wealth Management
Michigan
$224K -$24.6K -48 -10%
JWCA
1697
J.W. Cole Advisors
Florida
$224K -$98.1K -197 -30%
Two Sigma Advisers
1698
Two Sigma Advisers
New York
$223K -$33.2M -66,595 -99%
BBA
1699
Braun-Bostich & Associates
Pennsylvania
$223K -$4.48K -9 -2%
LAM
1700
Longboard Asset Management
Arizona
$222K +$222K +445 New
66 67
68
69 70