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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 Market Value Shares Shares
Change 		Shares
Change %
DJSG
1701
D.J. St. Germain
Massachusetts
$174K 336 -10 -3%
EWM
1702
Evermay Wealth Management
Virginia
$173K 335 – –
SNB
1703
Security National Bank
Nebraska
$173K 335 – –
HNB
1704
Hilltop National Bank
Wyoming
$165K 319 -10 -3%
GCM
1705
Goldstream Capital Management
Hong Kong
$160K 309 +309 New
HWM
1706
HighMark Wealth Management
Minnesota
$155K 300 – –
HF
1707
Halpern Financial
Virginia
$154K 300 – –
HI
1708
Harbour Investments
Wisconsin
$149K 288 +79 +38%
DFA
1709
DHJJ Financial Advisors
Illinois
$145K 281 – –
TIM
1710
Tortoise Investment Management
New York
$145K 281 +35 +14%
AGWCA
1711
Annis Gardner Whiting Capital Advisors
Florida
$145K 280 -176 -39%
TFIPS
1712
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K 280 – –
TF
1713
Tompkins Financial
New York
$145K 280 – –
WB
1714
Webster Bank
Connecticut
$142K 274 – –
BGAI
1715
Bruce G. Allen Investments
Colorado
$136K 264 -43 -14%
WI
1716
Wintrust Investments
Illinois
$132K 256 -2,256 -90%
CPG
1717
Cornerstone Planning Group
New Jersey
$124K 254 -6 -2%
HWA
1718
HHM Wealth Advisors
Tennessee
$123K 238 +9 +4%
BWAM
1719
Boyd Watterson Asset Management
Ohio
$120K 233 -41 -15%
FFA
1720
Fairfield Financial Advisors
Massachusetts
$117K 227 – –
FMII
1721
Farmers & Merchants Investments Inc
Nebraska
$117K 226 – –
ETC
1722
Exchange Traded Concepts
Oklahoma
$116K 224 +139 +164%
HWM
1723
Hemington Wealth Management
Virginia
$114K 239 +239 New
LFG
1724
Larson Financial Group
Missouri
$112K 217 +179 +471%
AA
1725
Addison Advisors
Vermont
$110K 213 +1 +0.5%
67 68
69
70 71