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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 %
AW
1851
Avion Wealth
Texas
$13K 27 +4 +17%
FIM
1852
FWL Investment Management
Texas
$12.9K 25 – –
HWA
1853
Heritage Wealth Advisors
Virginia
$12.4K 24 +24 New
MSG
1854
Main Street Group
Virginia
$11.9K 23 +10 +77%
CJH
1855
Christopher J. Hasenberg
Wisconsin
$11.4K 22 +22 New
HFM
1856
Harvest Fund Management
China
$11K 21 +21 New
PA
1857
Pineridge Advisors
Missouri
$10.8K 21 -13 -38%
DPW
1858
DiNuzzo Private Wealth
Pennsylvania
$9.3K 18 +1 +6%
GCM
1859
Gables Capital Management
Florida
$9.3K 18 +18 New
RWM
1860
Reston Wealth Management
Virginia
$9.3K 18 +18 New
FG
1861
Fairman Group
Pennsylvania
$8.78K 17 – –
HWP
1862
Highline Wealth Partners
California
$7.24K 14 +5 +56%
SN
1863
Sittner & Nelson
Oregon
$7.23K 14 – –
TC
1864
Truvestments Capital
Florida
$7.23K 14 +14 New
FPB
1865
First PREMIER Bank
South Dakota
$7K 14 – –
SIC
1866
SJS Investment Consulting
Ohio
$6.72K 13 – –
JFA
1867
JNBA Financial Advisors
Minnesota
$6.2K 12 – –
TCA
1868
Trifecta Capital Advisors
Illinois
$6.2K 12 – –
FRA
1869
Front Row Advisors
California
$6.2K 12 – –
CAM
1870
Creekmur Asset Management
Illinois
$6.2K 12 +6 +100%
WIM
1871
Westside Investment Management
California
$5.89K 12 – –
VWWMG
1872
Vermillion & White Wealth Management Group
Pennsylvania
$5.68K 11 – –
CIM
1873
Contravisory Investment Management
Massachusetts
$5.68K 11 +6 +120%
CA
1874
Claris Advisors
Missouri
$5.68K 11 +11 New
RAM
1875
Riggs Asset Management
Pennsylvania
$5.17K 10 – –
73 74
75
76 77