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S&P Global
SPGI

Overview Fund Activity

2,011 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, 709 increasing their positions, 745 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,011
Holders Change
+102
Holders Change %
+5.34%
% 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
709
Reduced
745
Closed
114
Calls
$683M
Puts
$565M
Net Calls
+$118M
Net Calls Change
+$44.4M

Top Buyers

1
BlackRock
BlackRock
New York
$13.2B
2
Northern Trust
Northern Trust
Illinois
$1.63B
3
BI
BlueSpruce Investments
Illinois
$179M
4
UBS AM
UBS AM
Illinois
$1.53B
5
Millennium Management
Millennium Management
New York
$311M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$3.88B
2
Capital International Investors
Capital International Investors
California
$2.99B
3
FCM
Farallon Capital Management
California
$0
4
Citigroup
Citigroup
New York
$565M
5
IAIM
International Assets Investment Management
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
1776
Sierra Ocean
California
$142K +$142K +285 New
TIM
1777
Tortoise Investment Management
New York
$140K +$498 +1 +0.4%
DFA
1778
DHJJ Financial Advisors
Illinois
$140K – – –
AGWCA
1779
Annis Gardner Whiting Capital Advisors
Florida
$138K -$996 -2 -0.7%
WB
1780
Webster Bank
Connecticut
$136K – – –
CPG
1781
Cornerstone Planning Group
New Jersey
$131K -$1.04K -2 -0.8%
BGAI
1782
Bruce G. Allen Investments
Colorado
$131K -$498 -1 -0.4%
HWM
1783
Hemington Wealth Management
Virginia
$130K +$11.9K +24 +10%
SOW
1784
State of Wyoming
Wyoming
$130K +$63.3K +127 +95%
OA
1785
Operose Advisors
Wisconsin
$129K -$95.1K -191 -42%
HWA
1786
HHM Wealth Advisors
Tennessee
$122K +$3.49K +7 +3%
WI
1787
Wintrust Investments
Illinois
$121K -$5.95K -12 -5%
BWAM
1788
Boyd Watterson Asset Management
Ohio
$116K – – –
SFG
1789
Stonebridge Financial Group
Pennsylvania
$116K +$116K +232 New
LFG
1790
Larson Financial Group
Missouri
$114K +$5.48K +11 +5%
FFA
1791
Fairfield Financial Advisors
Massachusetts
$113K – – –
PPA
1792
Painted Porch Advisors
California
$113K +$41.3K +83 +58%
FMII
1793
Farmers & Merchants Investments Inc
Nebraska
$112K -$996 -2 -0.9%
BFPW
1794
BOK Financial Private Wealth
Colorado
$108K +$2.99K +6 +3%
AA
1795
Addison Advisors
Vermont
$107K +$498 +1 +0.5%
YP
1796
YANKCOM Partnership
South Dakota
$105K +$105K +211 New
HDIM
1797
Hanson & Doremus Investment Management
Vermont
$102K +$102K +204 New
PGAM
1798
Princeton Global Asset Management
New Jersey
$99.6K – – –
BOTPPF
1799
Board of the Pension Protection Fund
United Kingdom
$99.6K +$99.6K +200 New
FDW
1800
Fourth Dimension Wealth
Ohio
$99.6K +$99.6K +200 New
70 71
72
73 74