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
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 %
PS
1976
PayPay Securities
Japan
$3.49K +$3.49K +7 New
CBT
1977
Crews Bank & Trust
Florida
$3.49K +$3.49K +7 New
T
1978
Tidemark
California
$3.49K +$3.49K +7 New
BC
1979
Barrett & Company
Rhode Island
$3.49K +$3.49K +7 New
MA
1980
Modus Advisors
Minnesota
$3.49K +$3.49K +7 New
WW
1981
Winnow Wealth
Texas
$3.44K +$3.44K +7 New
CAM
1982
Creekmur Asset Management
Illinois
$2.99K -$2.99K -6 -50%
BFS
1983
Burkett Financial Services
South Carolina
$2.99K – – –
WA
1984
WestEnd Advisors
North Carolina
$2.99K – – –
IHWM
1985
Iron Horse Wealth Management
Iowa
$2.99K – – –
OSNBOA
1986
Old Second National Bank of Aurora
Illinois
$2.99K +$2.99K +6 New
BOJHT
1987
Bank of Jackson Hole Trust
Wyoming
$2.99K +$2.99K +6 New
BLC
1988
Brown, Lisle/Cummings
Rhode Island
$2.99K +$2.99K +6 New
MTIC
1989
Missouri Trust & Investment Company
Missouri
$2.99K +$2.99K +6 New
CTB
1990
Country Trust Bank
Illinois
$2.49K – – –
1IA
1991
1620 Investment Advisors
Massachusetts
$2.03K -$151K -296 -99%
HGERS
1992
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
RPA
1993
Redwood Park Advisors
California
$1.99K +$1.99K +4 New
NCM
1994
Northwest Capital Management
Oregon
$1.99K – – –
CWM
1995
Cedar Wealth Management
California
$1.99K – – –
DCM
1996
Davis Capital Management
Florida
$1.99K – – –
WWA
1997
Wingate Wealth Advisors
Massachusetts
$1.99K +$1.99K +4 New
FWM
1998
FLP Wealth Management
Arkansas
$1.58K +$1.58K +3 New
TWD
1999
True Wealth Design
Ohio
$1.57K +$1.57K +3 New
KB
2000
Kimelman & Baird
New York
$1.5K – – –
78 79
80
81 82