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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 %
CM
1701
Capula Management
Cayman Islands
$221K -$313K -628 -59%
MNBTD
1702
Moody National Bank Trust Division
Texas
$221K -$498 -1 -0.2%
CCA
1703
Cottonwood Capital Advisors
Utah
$221K +$221K +444 New
PWA
1704
Physician Wealth Advisors
Utah
$221K -$16.4K -33 -7%
GPI
1705
General Partner Inc
Pennsylvania
$221K – – –
BIP
1706
Blue Investment Partners
California
$221K – – –
LSL
1707
Legacy Solutions LLC
Pennsylvania
$221K +$221K +443 New
SIM
1708
Stratos Investment Management
Ohio
$221K -$1.5K -3 -0.7%
SIA
1709
Summit Investment Advisors
Maryland
$220K +$220K +406 New
NCTC
1710
New Covenant Trust Company
Indiana
$220K – – –
SFI
1711
SPC Financial Inc
Maryland
$219K -$76.2K -153 -26%
FPW
1712
Flywheel Private Wealth
California
$219K +$219K +440 New
KSWWM
1713
Keyes Stange & Wooten Wealth Management
Florida
$219K -$4.48K -9 -2%
SLWA
1714
San Luis Wealth Advisors
California
$218K +$498 +1 +0.2%
Wolverine Trading
1715
Wolverine Trading
Illinois
$218K -$1.49M -2,989 -87%
TF
1716
Trek Financial
Arizona
$217K -$17.9K -36 -8%
RRCM
1717
Rappaport Reiches Capital Management
Illinois
$217K -$28.4K -57 -12%
SNBOSD
1718
Security National Bank of So Dak
Iowa
$216K – – –
MCM
1719
Mitchell Capital Management
Kansas
$216K -$73.6K -148 -25%
EP
1720
Essential Planning
New Hampshire
$215K +$215K +424 New
GA
1721
Greenspring Advisors
Maryland
$214K – – –
FAN
1722
Financial Advisors Network
California
$213K +$213K +428 New
VCP
1723
Verus Capital Partners
Arizona
$213K – – –
CWAG
1724
Compton Wealth Advisory Group
Virginia
$212K – – –
RPA
1725
Rock Point Advisors
Vermont
$212K -$12.5K -25 -6%
67 68
69
70 71