SPGI icon

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 %
CWM
1901
Centricity Wealth Management
Ohio
$20.4K +$20.4K +41 New
AF
1902
Atala Financial
California
$20.4K +$20.4K +41 New
SVCP
1903
Silicon Valley Capital Partners
California
$20.2K – – –
PP
1904
PrairieView Partners
Minnesota
$20K – – –
WTA
1905
Washington Trust Advisors
Massachusetts
$18.9K – – –
BGA
1906
Battery Global Advisors
Massachusetts
$18K – – –
GJIA
1907
Glass Jacobson Investment Advisors
Maryland
$17.9K +$17.9K +36 New
RS
1908
Rakuten Securities
Japan
$17.4K +$17.4K +35 New
VNA
1909
Valley National Advisers
Pennsylvania
$17K +$14.6K +31 +620%
FLP
1910
Financial Life Planners
Arizona
$17K +$17K +34 New
MFS
1911
Mattson Financial Services
Michigan
$16K – – –
SWA
1912
SOA Wealth Advisors
New York
$16K – – –
CT
1913
Coastline Trust
Rhode Island
$15.9K +$996 +2 +7%
HNW
1914
High Note Wealth
Minnesota
$15.9K +$15.9K +32 New
LIS
1915
Legacy Investment Solutions
Idaho
$15.6K – – –
LWMI
1916
Legacy Wealth Management (Idaho)
Idaho
$15.6K – – –
AAMU
1917
AEGON Asset Management (UK)
United Kingdom
$15K +$15K +31 New
CIAS
1918
CBIZ Investment Advisory Services
Ohio
$15K – – –
RTL
1919
Red Tortoise LLC
Georgia
$14.8K – – –
CJ
1920
Caitlin John
Michigan
$13.9K -$19.4K -39 -58%
BHWM
1921
Beaird Harris Wealth Management
Texas
$13.9K – – –
MFT
1922
Moisand Fitzgerald Tamayo
Florida
$13.4K – – –
SL
1923
Salomon & Ludwin
Virginia
$12.9K -$3.98K -8 -24%
NSIM
1924
North Star Investment Management
Illinois
$12.9K – – –
SFA
1925
Semmax Financial Advisors
North Carolina
$12.5K -$2.72K -5 -18%
75 76
77
78 79