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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 %
VBCG
1726
Valley Brook Capital Group
Pennsylvania
$212K -$4.98K -10 -2%
AGP
1727
Aspire Growth Partners
Florida
$212K +$212K +425 New
MAP
1728
Moody Aldrich Partners
Massachusetts
$211K – – –
WCFA
1729
Walkner Condon Financial Advisors
Wisconsin
$210K +$2.49K +5 +1%
BFIM
1730
Beese Fulmer Investment Management
Ohio
$208K -$1.99K -4 -0.9%
EFS
1731
Essex Financial Services
Connecticut
$208K -$25.9K -52 -11%
MSAM
1732
Moloney Securities Asset Management
Missouri
$207K -$26.9K -54 -11%
TFF
1733
The Family Firm
Maryland
$207K – – –
GWANC
1734
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$206K +414 New
CIG
1735
Cairn Investment Group
Washington
$206K – – –
LSPW
1736
Lake Street Private Wealth
Illinois
$206K +$4.98K +10 +2%
WIM
1737
Warwick Investment Management
Texas
$205K -$498 -1 -0.2%
MLL
1738
Moody Lynn & Lieberson
Massachusetts
$205K – – –
AA
1739
Acorns Advisers
California
$205K +$205K +412 New
LP
1740
LGL Partners
Pennsylvania
$205K +$2.99K +6 +1%
SWM
1741
Sugarloaf Wealth Management
Georgia
$204K +$12K +24 +6%
CCM
1742
Chilton Capital Management
Texas
$204K +$143K +288 +238%
BCP
1743
Blue Chip Partners
Michigan
$204K – – –
PA
1744
PFW Advisors
Georgia
$203K +$203K +408 New
SHF
1745
Stage Harbor Financial
Massachusetts
$203K – – –
PC
1746
Promus Capital
Illinois
$203K +$203K +407 New
CIA
1747
Capital Investment Advisors
Georgia
$202K +$202K +405 New
TF
1748
Tompkins Financial
New York
$202K +$62.3K +125 +45%
1WM
1749
1858 Wealth Management
Ohio
$201K – – –
PIA
1750
Perennial Investment Advisors
California
$201K +$201K +403 New
68 69
70
71 72