SPGI icon

S&P Global
SPGI

Overview Fund Activity

1,816 hedge funds and large institutions have $121B invested in S&P Global in 2024 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 730 increasing their positions, 648 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,816
Holders Change
+4
Holders Change %
+0.22%
% of All Funds
26.41%
Holding in Top 10
63
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+12.5%
% of All Funds
0.92%
New
150
Increased
730
Reduced
648
Closed
119
Calls
$658M
Puts
$416M
Net Calls
+$242M
Net Calls Change
-$157M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
226
Bartlett & Co Wealth Management
Ohio
$53.9M -$594K -1,331 -1%
CS
227
Candriam SCA
Luxembourg
$53.7M -$6.62M -14,841 -11%
State of New Jersey Common Pension Fund D
228
State of New Jersey Common Pension Fund D
New Jersey
$53.2M -$29.5M -66,140 -36%
VDI
229
Vaughan David Investments
Illinois
$52.6M -$25K -56 -0%
BCM
230
Bowie Capital Management
Texas
$51.4M +$8.91M +19,968 +21%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$51.3M -$1.66M -3,721 -3%
VOYA Investment Management
232
VOYA Investment Management
Georgia
$51.2M -$3.23M -7,234 -6%
Bank of Nova Scotia
233
Bank of Nova Scotia
Ontario, Canada
$51.1M -$26.1M -58,550 -34%
UCFA
234
United Capital Financial Advisors
Texas
$50.9M -$6.48M -14,523 -11%
Rafferty Asset Management
235
Rafferty Asset Management
New York
$50.2M -$197K -442 -0.4%
DADC
236
D.A. Davidson & Co
Montana
$50.1M +$424K +950 +0.9%
SWM
237
Segment Wealth Management
Texas
$48.8M -$186K -417 -0.4%
VF
238
Vest Financial
Virginia
$48M +$10.8M +24,145 +29%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$47.9M +$25.4M +56,951 +113%
HCM
240
Howland Capital Management
Massachusetts
$47.8M +$155K +347 +0.3%
HWCM
241
Hudson Way Capital Management
Texas
$47.4M +$8.94M +20,055 +23%
EWA
242
EP Wealth Advisors
California
$47.2M +$1.71M +3,833 +4%
CF
243
Cypress Funds
California
$47.1M -$20.8M -46,579 -31%
CRC
244
Curi RMB Capital
Illinois
$46.8M -$526K -1,179 -1%
RAM
245
Resona Asset Management
Japan
$46.5M -$2.4M -5,385 -5%
NB
246
Norinchukin Bank
Japan
$46.1M +$1.03M +2,303 +2%
CGPCS
247
Capital Group Private Client Services
California
$46M -$464K -1,040 -1%
Comerica Bank
248
Comerica Bank
Texas
$45.8M +$10.7K +24 +0%
SCP
249
Sandhill Capital Partners
New York
$45.7M -$442K -991 -1%
ICP
250
Ironvine Capital Partners
Nebraska
$45.1M -$49.1K -110 -0.1%
8 9
10
11 12