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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 %
AC
2101
AlphaCore Capital
California
– -$206K -399 Closed
UAG
2102
United Advisor Group
Ohio
– -$205K -396 Closed
IP
2103
Investment Partners
Ohio
– -$204K -394 Closed
BWM
2104
BCS Wealth Management
Tennessee
– -$201K -389 Closed
FEM
2105
Fulcrum Equity Management
Texas
– -$200K -388 Closed
WPWM
2106
Western Pacific Wealth Management
Illinois
– -$108K -209 Closed
DI
2107
DAGCO Inc
Ohio
– -$64.6K -125 Closed
AF
2108
Arrow Financial
New York
– -$56.8K -110 Closed
QL
2109
Quarry LP
New York
– -$54.8K -106 Closed
HGA
2110
Hobbs Group Advisors
South Carolina
– -$36.2K -70 Closed
VAMG
2111
Voisard Asset Management Group
Michigan
– -$32K -62 Closed
CPA
2112
Capital Performance Advisors
California
– -$30.7K -59 Closed
PCWA
2113
Pacific Capital Wealth Advisors
California
– -$27.4K -53 Closed
DCP
2114
DSM Capital Partners
Florida
– -$21.7K -42 Closed
NFA
2115
Northwest Financial Advisors
Virginia
– -$20.6K -40 Closed
APC
2116
Aspire Private Capital
North Carolina
– -$13.9K -27 Closed
IAS
2117
IMA Advisory Services
Colorado
– -$13.4K -26 Closed
RWM
2118
Reston Wealth Management
Virginia
– -$9.3K -18 Closed
CA
2119
Claris Advisors
Missouri
– -$5.68K -11 Closed
RWA
2120
Redmont Wealth Advisors
Illinois
– -$5.17K -10 Closed
JPWM
2121
Jamison Private Wealth Management
Georgia
– -$4.76K -9 Closed
KA
2122
Kozak & Associates
Colorado
– -$3.7K -7 Closed
JFG
2123
JDM Financial Group
Texas
– -$2.58K -5 Closed
MIFH
2124
Migdal Insurance & Financial Holdings
Israel
– -$1K -2 Closed
DWM
2125
Dogwood Wealth Management
Kansas
– -$23 – –
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