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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 %
PP
1826
PrairieView Partners
Minnesota
$21K 41 – –
SVCP
1827
Silicon Valley Capital Partners
California
$20.9K 40 – –
NFA
1828
Northwest Financial Advisors
Virginia
$20.6K 40 +40 New
WTA
1829
Washington Trust Advisors
Massachusetts
$19.6K 38 – –
BGA
1830
Battery Global Advisors
Massachusetts
$18.7K 36 +36 New
SL
1831
Salomon & Ludwin
Virginia
$17.6K 34 +8 +31%
AFS
1832
Annapolis Financial Services
Maryland
$16.7K 32 +1 +3%
PFG
1833
Peterson Financial Group
Iowa
$16.6K 32 +32 New
SWA
1834
SOA Wealth Advisors
New York
$16.6K 32 +11 +52%
AEPWM
1835
Atlantic Edge Private Wealth Management
Florida
$16.5K 32 +32 New
CIAS
1836
CBIZ Investment Advisory Services
Ohio
$15.5K 30 – –
CT
1837
Coastline Trust
Rhode Island
$15.5K 30 +30 New
RTL
1838
Red Tortoise LLC
Georgia
$15.4K 30 – –
LIS
1839
Legacy Investment Solutions
Idaho
$15.3K 30 +30 New
LWMI
1840
Legacy Wealth Management (Idaho)
Idaho
$15.3K 30 +30 New
HBW
1841
Hazlett, Burt & Watson
West Virginia
$15K 29 – –
BHWM
1842
Beaird Harris Wealth Management
Texas
$14.5K 28 – –
SFA
1843
Semmax Financial Advisors
North Carolina
$14.1K 28 +12 +75%
SC
1844
SouthState Corp
Florida
$14K 27 – –
MFT
1845
Moisand Fitzgerald Tamayo
Florida
$13.9K 27 – –
APC
1846
Aspire Private Capital
North Carolina
$13.9K 27 +16 +145%
MFS
1847
Mattson Financial Services
Michigan
$13.8K 31 – –
CMA
1848
Cedar Mountain Advisors
Oregon
$13.4K 26 – –
NSIM
1849
North Star Investment Management
Illinois
$13.4K 26 – –
IAS
1850
IMA Advisory Services
Colorado
$13.4K 26 +26 New
72 73
74
75 76