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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 %
WA
1801
Whipplewood Advisors
Colorado
$98.1K +$98.1K +197 New
DCM
1802
Disciplina Capital Management
Tennessee
$97K +$498 +1 +0.5%
PP
1803
PFS Partners
New Jersey
$96.5K -$498 -1 -0.5%
AP
1804
Atwood & Palmer
Missouri
$96.1K -$996 -2 -1%
HCM
1805
Hollencrest Capital Management
California
$96.1K – – –
MCM
1806
MV Capital Management
Maryland
$95.1K +$498 +1 +0.5%
MWM
1807
Mascoma Wealth Management
New Hampshire
$94.6K +$2.49K +5 +3%
HIM
1808
Hillsdale Investment Management
Ontario, Canada
$94.6K +$94.6K +190 New
BC
1809
Bayforest Capital
United Kingdom
$91.6K +$91.6K +184 New
RA
1810
Rise Advisors
New York
$89.7K -$1.99K -4 -2%
PSFG
1811
Park Square Financial Group
Georgia
$88.7K +$88.7K +178 New
WPA
1812
West Paces Advisors
Georgia
$88.6K – – –
AWM
1813
Accredited Wealth Management
Kentucky
$87.2K +$87.2K +175 New
AA
1814
Ancora Advisors
Ohio
$86.9K +$2K +4 +2%
HIMS
1815
Hager Investment Management Services
New Hampshire
$85.7K +$85.7K +172 New
FNWA
1816
Financial Network Wealth Advisors
Utah
$84.7K -$142K -285 -63%
JGIA
1817
Jackson Grant Investment Advisers
Connecticut
$83.7K – – –
JWA
1818
JFS Wealth Advisors
Pennsylvania
$81.2K -$15.9K -32 -16%
FFO
1819
Fortitude Family Office
Arizona
$79.2K – – –
T
1820
TOBAM
France
$79K -$20.9K -42 -21%
VFM
1821
Vision Financial Markets
Connecticut
$77.7K +$77.7K +156 New
AWM
1822
Atticus Wealth Management
Florida
$76.7K – – –
ADL
1823
Asset Dedication LLC
California
$76.7K +$3.49K +7 +5%
AFG
1824
Albion Financial Group
Utah
$74.7K -$19.9K -40 -21%
CYG
1825
Clean Yield Group
Vermont
$72.7K – – –
71 72
73
74 75