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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 %
KSWA
1851
Kathleen S. Wright Associates
Pennsylvania
$49.1K – – –
GSWM
1852
Golden State Wealth Management
California
$48.9K +$48.9K +98 New
RCM
1853
Raleigh Capital Management
North Carolina
$48.8K -$5.48K -11 -10%
GWSG
1854
GPS Wealth Strategies Group
Colorado
$47.3K -$498 -1 -1%
PP
1855
Pingora Partners
Wyoming
$47.3K – – –
KI
1856
Kapitalo Investimentos
Brazil
$46.8K +$46.8K +94 New
EFP
1857
EnRich Financial Partners
Wisconsin
$45.8K – – –
CWC
1858
Carolinas Wealth Consulting
North Carolina
$45.7K -$1.49K -3 -3%
CAM
1859
Clarity Asset Management
Iowa
$45.6K +$496 +1 +1%
FGA
1860
Fortis Group Advisors
New Jersey
$44.8K – – –
CAS
1861
Coppell Advisory Solutions
Texas
$43.8K – – –
ME
1862
McIlrath & Eck
Washington
$43.3K -$4.98K -10 -10%
LC
1863
Lavaca Capital
Texas
$43.3K +$43.3K +87 New
HB
1864
Horizon Bancorp
Indiana
$43K – – –
DF
1865
Dunhill Financial
United Kingdom
$42.9K +$7.98K +16 +23%
Twin Tree Management
1866
Twin Tree Management
Texas
$41.3K -$3.41M -6,847 -99%
MAM
1867
Meeder Asset Management
Ohio
$41.3K -$2.49K -5 -6%
STB
1868
S&T Bank
Pennsylvania
$41.3K +$41.3K +83 New
BTD
1869
BankPlus Trust Department
Mississippi
$40.3K +$40.3K +81 New
RI
1870
Ridgewood Investments
New Jersey
$39.8K – – –
FMP
1871
Financial Management Professionals
Texas
$37.4K -$6.47K -13 -15%
AP
1872
Aspect Partners
Virginia
$36.9K – – –
FFA
1873
Frazier Financial Advisors
Ohio
$36.4K -$3.49K -7 -9%
LI
1874
LRI Investments
Florida
$36.4K – – –
SIS
1875
Sound Income Strategies
Florida
$35.8K +$31.3K +63 +700%
73 74
75
76 77