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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
Norges Bank
1
Norges Bank
Norway
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$95.2M
3
Millennium Management
3
Millennium Management
New York
$166M
4
BlackRock
4
BlackRock
New York
$13B
5
Ameriprise
5
Ameriprise
Minnesota
$1.02B
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
1726
BOK Financial Private Wealth
Colorado
$109K 211 – –
EFMH
1727
E Fund Management (HK)
Hong Kong
$108K 210 +37 +21%
WPWM
1728
Western Pacific Wealth Management
Illinois
$108K 209 – –
T
1729
TOBAM
France
$104K 201 – –
PGAM
1730
Princeton Global Asset Management
New Jersey
$103K 200 – –
PP
1731
PFS Partners
New Jersey
$101K 195 – –
JWA
1732
JFS Wealth Advisors
Pennsylvania
$101K 195 +1 +0.5%
AP
1733
Atwood & Palmer
Missouri
$101K 195 +186 +2,067%
DCM
1734
Disciplina Capital Management
Tennessee
$100K 194 -36 -16%
HCM
1735
Hollencrest Capital Management
California
$99.7K 193 +15 +8%
MCM
1736
MV Capital Management
Maryland
$98.2K 190 – –
AT
1737
Arlington Trust
Alabama
$98.2K 190 +11 +6%
AFG
1738
Albion Financial Group
Utah
$98.2K 190 +190 New
HIIFS
1739
Harel Insurance Investments & Financial Services
Israel
$96K 185 -78 -30%
MWM
1740
Mascoma Wealth Management
New Hampshire
$95.6K 185 – –
OC
1741
Oakworth Capital
Alabama
$95.6K 185 +64 +53%
RA
1742
Rise Advisors
New York
$95K 184 +1 +0.5%
WPA
1743
West Paces Advisors
Georgia
$92K 178 -23 -11%
AA
1744
Ancora Advisors
Ohio
$88K 170 +2 +1%
JGIA
1745
Jackson Grant Investment Advisers
Connecticut
$86.8K 168 – –
CHA
1746
Carmichael Hill & Associates
Maryland
$86.3K 167 – –
FFO
1747
Fortitude Family Office
Arizona
$82.1K 159 +77 +94%
HCP
1748
Hexagon Capital Partners
Arkansas
$81.6K 158 +42 +36%
AWM
1749
Atticus Wealth Management
Florida
$79.6K 154 – –
GA
1750
GoalVest Advisory
New York
$79K 153 +24 +19%
68 69
70
71 72