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S&P Global
SPGI

Overview Fund Activity

2,010 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, 744 reducing their positions, and 114 closing their positions.

Holders
2,010
Holders Change
+102
Holders Change %
+5.35%
% of All Funds
26.77%
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
744
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 %
FI
2076
Financial Insights
Washington
– -$344K -665 Closed
FA
2077
Fermata Advisors
California
– -$320K -620 Closed
WMWM
2078
Whitaker-Myers Wealth Managers
Ohio
– -$316K -611 Closed
IWA
2079
IVC Wealth Advisors
Pennsylvania
– -$301K -582 Closed
TNA
2080
True North Advisors
Texas
– -$276K -534 Closed
IIM
2081
Ipswich Investment Management
Massachusetts
– -$259K -501 Closed
AI
2082
Accredited Investors
Minnesota
– -$259K -501 Closed
SC
2083
Sapient Capital
Indiana
– -$248K -480 Closed
SW
2084
Simplicity Wealth
New Jersey
– -$245K -474 Closed
GAG
2085
Goodman Advisory Group
Massachusetts
– -$244K -473 Closed
EW
2086
Elyxium Wealth
California
– -$243K -470 Closed
CA
2087
Cannon Advisors
North Carolina
– -$239K -466 Closed
CWM
2088
Congress Wealth Management
Massachusetts
– -$240K -465 Closed
TCWA
2089
Turtle Creek Wealth Advisors
Texas
– -$231K -448 Closed
BPWM
2090
Badgley Phelps Wealth Managers
Washington
– -$231K -448 Closed
CWM
2091
Concentrum Wealth Management
California
– -$215K -416 Closed
HWP
2092
Hibernia Wealth Partners
Louisiana
– -$214K -415 Closed
BSTWA
2093
Blake Schutter Theil Wealth Advisors
Ohio
– -$212K -411 Closed
SMA
2094
Seven Mile Advisory
New Jersey
– -$212K -410 Closed
BWA
2095
Brave Warrior Advisors
New York
– -$207K -401 Closed
CC
2096
Cadinha & Co
Hawaii
– -$207K -400 Closed
CFA
2097
Cahill Financial Advisors
Minnesota
– -$206K -399 Closed
KFS
2098
Kelly Financial Services
Massachusetts
– -$206K -399 Closed
AAM
2099
Auxier Asset Management
Oregon
– -$206K -399 Closed
IWM
2100
Integris Wealth Management
California
– -$206K -399 Closed
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