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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 %
TCA
1951
Trifecta Capital Advisors
Illinois
$5.98K – – –
FRA
1952
Front Row Advisors
California
$5.98K – – –
WIM
1953
Westside Investment Management
California
$5.98K – – –
NWWA
1954
New Wave Wealth Advisors
Arkansas
$5.98K +$5.98K +12 New
BAM
1955
Byrne Asset Management
New Jersey
$5.98K +$5.98K +12 New
SIC
1956
SJS Investment Consulting
Ohio
$5.48K -$996 -2 -15%
WCM
1957
WealthTrak Capital Management
Virginia
$5.48K +$5.48K +11 New
CIM
1958
Contravisory Investment Management
Massachusetts
$5.48K – – –
VWWMG
1959
Vermillion & White Wealth Management Group
Pennsylvania
$5.48K – – –
LDB
1960
Lee, Danner & Bass
Tennessee
$5.48K +$5.48K +11 New
AEPWM
1961
Atlantic Edge Private Wealth Management
Florida
$4.98K -$11K -22 -69%
RAM
1962
Riggs Asset Management
Pennsylvania
$4.98K – – –
SCA
1963
Stuart Chaussee & Associates
California
$4.98K – – –
BA
1964
Bellwether Advisors
Nebraska
$4.98K +$4.98K +10 New
SPF
1965
South Plains Financial
Texas
$4.98K +$4.98K +10 New
TCM
1966
TD Capital Management
Tennessee
$4.5K – – –
TLCM
1967
Twin Lakes Capital Management
California
$4.13K – – –
MFG
1968
Mendota Financial Group
Wisconsin
$3.99K -$498 -1 -11%
CAC
1969
Core Alternative Capital
Georgia
$3.98K – – –
TCM
1970
TruNorth Capital Management
Michigan
$3.98K – – –
ETS
1971
ESL Trust Services
New York
$3.98K – – –
PWA
1972
Principia Wealth Advisory
Texas
$3.98K +$3.98K +8 New
RMP
1973
Richards, Merrill & Peterson
Washington
$3.98K +$3.98K +8 New
GTAM
1974
Global Trust Asset Management
Florida
$3.98K +$3.98K +8 New
NL
1975
NVWM LLC
Pennsylvania
$3.49K – – –
77 78
79
80 81