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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 %
EWP
1751
Elevation Wealth Partners
California
$77.5K 150 – –
ADL
1752
Asset Dedication LLC
California
$75.9K 147 -4 -3%
CYG
1753
Clean Yield Group
Vermont
$75.4K 146 +13 +10%
LJHT
1754
Laurie J. Hall Trustee
$75K 145 – –
ITIM
1755
Indiana Trust & Investment Management
Indiana
$74.9K 145 -50 -26%
FCA
1756
FinTrust Capital Advisors
South Carolina
$74.9K 145 – –
PPA
1757
Painted Porch Advisors
California
$74.4K 144 – –
CCA
1758
Catalyst Capital Advisors
New York
$73.4K 142 +142 New
CFD
1759
Creative Financial Designs
Indiana
$72.8K 141 +138 +4,600%
SOW
1760
State of Wyoming
Wyoming
$69.2K 134 -83 -38%
MA
1761
MCF Advisors
Kentucky
$68.2K 132 -11 -8%
GEA
1762
Glen Eagle Advisors
New Jersey
$66.6K 129 – –
DIP
1763
DT Investment Partners
Pennsylvania
$66.6K 129 +22 +21%
AIC
1764
Archer Investment Corporation
Indiana
$65.8K 127 +22 +21%
DI
1765
DAGCO Inc
Ohio
$64.6K 125 -75 -38%
CCM
1766
Chilton Capital Management
Texas
$62.5K 121 -20 -14%
MHR
1767
Matthew Hamilton Rosenberg
$62K 120 – –
CT
1768
Clearstead Trust
Maine
$61K 118 – –
GCGDR
1769
Geo Capital Gestora de Recursos
Brazil
$60K 117 -18 -13%
GIS
1770
Grayhawk Investment Strategies
Alberta, Canada
$58.9K 114 – –
AAG
1771
Armstrong Advisory Group
Massachusetts
$57.9K 112 – –
RTC
1772
Riverview Trust Company
Washington
$57.3K 111 +6 +6%
AF
1773
Arrow Financial
New York
$56.8K 110 – –
RCM
1774
Raleigh Capital Management
North Carolina
$56.3K 109 +14 +15%
QL
1775
Quarry LP
New York
$54.8K 106 +106 New
69 70
71
72 73