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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 %
RCM
1751
Richardson Capital Management
Wisconsin
$199K +$199K +400 New
SG
1752
Straightline Group
Michigan
$199K +$199K +400 New
YDMI
1753
Y.D. More Investments
Israel
$195K +$93.1K +187 +91%
NIMI
1754
Natixis Investment Managers International
France
$187K – – –
SC
1755
Stance Capital
Massachusetts
$183K +$183K +368 New
BONH
1756
Bank of New Hampshire
New Hampshire
$182K -$33.9K -68 -16%
UFF
1757
USA Financial Formulas
Michigan
$180K +$180K +362 New
EBA
1758
Eagle Bay Advisors
New York
$180K -$45.8K -92 -20%
OCM
1759
Osterweis Capital Management
California
$179K – – –
ANBT
1760
American National Bank & Trust
Texas
$173K – – –
HCP
1761
Hexagon Capital Partners
Arkansas
$173K +$94.1K +189 +120%
AT
1762
Avalon Trust
New Mexico
$169K -$41.3K -83 -20%
FA
1763
Fedenia Advisers
Wisconsin
$168K +$168K +337 New
FCAS
1764
First Command Advisory Services
Texas
$167K – – –
EWM
1765
Evermay Wealth Management
Virginia
$167K – – –
OC
1766
Oakworth Capital
Alabama
$167K +$74.7K +150 +81%
SNB
1767
Security National Bank
Nebraska
$167K – – –
TFIPS
1768
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K +$27.4K +55 +20%
DMBA
1769
Deseret Mutual Benefit Administrators
Utah
$166K -$42.3K -85 -20%
DJSG
1770
D.J. St. Germain
Massachusetts
$162K -$4.98K -10 -3%
GCM
1771
Goldstream Capital Management
Hong Kong
$154K – – –
HNB
1772
Hilltop National Bank
Wyoming
$150K -$8.97K -18 -6%
HWM
1773
HighMark Wealth Management
Minnesota
$149K – – –
PAM
1774
Paradigm Asset Management
New York
$149K +$149K +300 New
WA
1775
WPG Advisers
Maryland
$149K +$149K +299 New
69 70
71
72 73