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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 %
ITIM
1826
Indiana Trust & Investment Management
Indiana
$72.2K – – –
MHR
1827
Matthew Hamilton Rosenberg
$72.2K +$12.5K +25 +21%
LJHT
1828
Laurie J. Hall Trustee
$72K – – –
Simplex Trading
1829
Simplex Trading
Illinois
$71K +$71K +144 New
AT
1830
Arlington Trust
Alabama
$70.7K -$23.9K -48 -25%
AW
1831
Avion Wealth
Texas
$67K +$53.7K +109 +404%
MA
1832
MCF Advisors
Kentucky
$65.8K – – –
EWP
1833
Elevation Wealth Partners
California
$64.7K -$9.96K -20 -13%
GA
1834
GoalVest Advisory
New York
$64.3K -$12K -24 -16%
GEA
1835
Glen Eagle Advisors
New Jersey
$64.2K – – –
DIP
1836
DT Investment Partners
Pennsylvania
$64.2K – – –
AIC
1837
Archer Investment Corporation
Indiana
$63.5K +$496 +1 +0.8%
EFMH
1838
E Fund Management (HK)
Hong Kong
$63K -$41.2K -83 -40%
CT
1839
Clearstead Trust
Maine
$58.8K – – –
GCGDR
1840
Geo Capital Gestora de Recursos
Brazil
$58K – – –
GIS
1841
Grayhawk Investment Strategies
Alberta, Canada
$56.8K – – –
RTC
1842
Riverview Trust Company
Washington
$55.3K – – –
ACM
1843
Anfield Capital Management
California
$53.8K +$11K +22 +26%
BSB
1844
Bangor Savings Bank
Maine
$53.3K +$13K +26 +32%
FWM
1845
FSA Wealth Management
Massachusetts
$52.3K – – –
NMG
1846
New Millennium Group
Utah
$51.8K – – –
ETC
1847
Exchange Traded Concepts
Oklahoma
$50.3K -$61.3K -123 -55%
GWM
1848
Guardian Wealth Management
Illinois
$49.9K – – –
CB
1849
Centennial Bank
Arkansas
$49.8K – – –
WBC
1850
West Branch Capital
Massachusetts
$49.8K +$2.49K +5 +5%
72 73
74
75 76