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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
1
BlackRock
New York
$13.2B
2
Northern Trust
2
Northern Trust
Illinois
$1.63B
3
BI
3
BlueSpruce Investments
Illinois
$179M
4
UBS AM
4
UBS AM
Illinois
$1.53B
5
Millennium Management
5
Millennium Management
New York
$311M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.88B
2
Capital International Investors
2
Capital International Investors
California
$2.99B
3
FCM
3
Farallon Capital Management
California
$0
4
Citigroup
4
Citigroup
New York
$565M
5
IAIM
5
International Assets Investment Management
Florida
$444K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
1926
FWL Investment Management
Texas
$12.5K – – –
MSG
1927
Main Street Group
Virginia
$11.5K – – –
CMA
1928
Cedar Mountain Advisors
Oregon
$11K -$1.99K -4 -15%
CJH
1929
Christopher J. Hasenberg
Wisconsin
$11K – – –
KBFS
1930
Kohmann Bosshard Financial Services
Ohio
$11K +$11K +22 New
HWA
1931
Heritage Wealth Advisors
Virginia
$10.5K -$1.49K -3 -13%
PA
1932
Pineridge Advisors
Missouri
$10.5K – – –
HFM
1933
Harvest Fund Management
China
$10K – – –
CI
1934
Clal Insurance
Israel
$10K +$10K +20 New
CIA
1935
Cape Investment Advisory
Georgia
$9.96K +$9.96K +20 New
CWM
1936
Copia Wealth Management
Oregon
$9.46K +$9.46K +19 New
DPW
1937
DiNuzzo Private Wealth
Pennsylvania
$8.97K – – –
GCM
1938
Gables Capital Management
Florida
$8.97K – – –
CSWM
1939
Cassady Schiller Wealth Management
Ohio
$8.47K +$8.47K +17 New
T
1940
Transce3nd
Texas
$7.97K +$7.97K +16 New
FIA
1941
FPC Investment Advisory
California
$7.82K +$7.82K +15 New
TAM
1942
Tucker Asset Management
Colorado
$7.47K +$3.49K +7 +88%
FPB
1943
First PREMIER Bank
South Dakota
$7K – – –
FG
1944
Fairman Group
Pennsylvania
$6.97K -$1.49K -3 -18%
TC
1945
Truvestments Capital
Florida
$6.97K – – –
SN
1946
Sittner & Nelson
Oregon
$6.97K – – –
NC
1947
NewSquare Capital
Pennsylvania
$6.97K +$6.97K +14 New
HWP
1948
Highline Wealth Partners
California
$6.49K -$499 -1 -7%
MAS
1949
MPWM Advisory Solutions
Georgia
$6.47K +$6.47K +13 New
JFA
1950
JNBA Financial Advisors
Minnesota
$5.98K – – –
76 77
78
79 80