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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 %
RWA
1876
Redmont Wealth Advisors
Illinois
$5.17K 10 – –
SCA
1877
Stuart Chaussee & Associates
California
$5.17K 10 – –
JPWM
1878
Jamison Private Wealth Management
Georgia
$4.76K 9 – –
TCM
1879
TD Capital Management
Tennessee
$4.66K 9 +5 +125%
MFG
1880
Mendota Financial Group
Wisconsin
$4.65K 9 +9 New
SIS
1881
Sound Income Strategies
Florida
$4.65K 9 +9 New
CMBA
1882
C.M. Bidwell & Associates
Hawaii
$4.65K 9 +9 New
TLCM
1883
Twin Lakes Capital Management
California
$4.28K 8 – –
ETS
1884
ESL Trust Services
New York
$4.13K 8 – –
TAM
1885
Tucker Asset Management
Colorado
$4.13K 8 – –
CAC
1886
Core Alternative Capital
Georgia
$4.13K 8 – –
TCM
1887
TruNorth Capital Management
Michigan
$4.13K 8 +8 New
KA
1888
Kozak & Associates
Colorado
$3.7K 7 +7 New
NL
1889
NVWM LLC
Pennsylvania
$3.62K 7 – –
IHWM
1890
Iron Horse Wealth Management
Iowa
$3.1K 6 – –
WA
1891
WestEnd Advisors
North Carolina
$3.1K 6 +1 +20%
BFS
1892
Burkett Financial Services
South Carolina
$3.1K 6 +6 New
CTB
1893
Country Trust Bank
Illinois
$2.58K 5 – –
JFG
1894
JDM Financial Group
Texas
$2.58K 5 +5 New
1IA
1895
1620 Investment Advisors
Massachusetts
$2.11K 300 +300 New
NCM
1896
Northwest Capital Management
Oregon
$2.07K 4 – –
CWM
1897
Cedar Wealth Management
California
$2.07K 4 – –
DCM
1898
Davis Capital Management
Florida
$2.07K 4 +4 New
HGERS
1899
Householder Group Estate & Retirement Specialist
Arizona
$2K 5 -57 -92%
VNA
1900
Valley National Advisers
Pennsylvania
$2K 5 -35 -88%
74 75
76
77 78