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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 %
VWM
1976
Valley Wealth Managers
New Jersey
– – -44 Closed
PG
1977
Proffitt & Goodson
Tennessee
– – -30 Closed
TSWM
1978
Tyler-Stone Wealth Management
Ohio
– – -30 Closed
RFG
1979
RFP Financial Group
Georgia
– – -28 Closed
SA
1980
Scarborough Advisors
Maryland
– – -25 Closed
HDIM
1981
Hanson & Doremus Investment Management
Vermont
– – -25 Closed
RWMG
1982
Redwood Wealth Management Group
New Jersey
– – -23 Closed
BC
1983
Belmont Capital
California
– – -15 Closed
FCG
1984
Financial Connections Group
California
– – -14 Closed
LIA
1985
Lynx Investment Advisory
District of Columbia
– – -12 Closed
UFF
1986
USA Financial Formulas
Michigan
– – -12 Closed
RWM
1987
Ruedi Wealth Management
Illinois
– – -10 Closed
RCM
1988
Richardson Capital Management
Wisconsin
– – -10 Closed
CC
1989
Cultivar Capital
Texas
– – -6 Closed
CP
1990
Castleview Partners
Texas
– – -5 Closed
FW
1991
Fairway Wealth
Ohio
– – -4 Closed
IRC
1992
Investors Research Corp
Georgia
– – -4 Closed
ECU
1993
Eisler Capital (UK)
United Kingdom
– – – –
GCP
1994
Garda Capital Partners
Minnesota
– – – –
IMC Chicago
1995
IMC Chicago
Illinois
– – – –
LPARFS
1996
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– – – –
RAM
1997
Readystate Asset Management
Illinois
– – – –
Simplex Trading
1998
Simplex Trading
Illinois
– – – –
FAM
1999
Fulcrum Asset Management
United Kingdom
– – – –
DAL
2000
Delta Accumulation LLC
California
– – – –
77 78 79
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