SPGI icon

S&P Global

1,812 hedge funds and large institutions have $115B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 692 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+60
Holders Change %
+3.42%
% of All Funds
26.26%
Holding in Top 10
56
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25.33%
% of All Funds
0.81%
New
173
Increased
702
Reduced
692
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B
Name Holding Trade Value Shares
Change
Shares
Change %
First Trust Advisors
376
First Trust Advisors
Illinois
$18M +$8.25M +19,397 +84%
PAM
377
Peak Asset Management
Colorado
$18M +$72.3K +170 +0.4%
MOACM
378
Mutual of America Capital Management
New York
$17.9M -$536K -1,259 -3%
M&T Bank
379
M&T Bank
New York
$17.8M -$799K -1,878 -4%
MCM
380
Maple Capital Management
Vermont
$17.6M +$320K +753 +2%
Luther King Capital Management (LKCM)
381
Luther King Capital Management (LKCM)
Texas
$17.4M +$414K +974 +2%
TAM
382
Troy Asset Management
United Kingdom
$17.1M
BL
383
Bleichroeder LP
New York
$17M
ADEF
384
Adams Diversified Equity Fund
Maryland
$16.8M -$16.6M -39,100 -50%
CIS
385
Capital International Sarl
California
$16.7M +$4.35M +10,236 +35%
RBCM
386
Raub Brock Capital Management
California
$16.6M -$832K -1,956 -5%
ATN
387
AMF Tjänstepension
Sweden
$16.5M -$32.1M -75,514 -66%
QIM
388
Quest Investment Management
Oregon
$16.3M +$1.57M +3,695 +11%
CII
389
Capital International Inc
California
$16.3M +$3.65M +8,575 +29%
DILIC
390
Dai-ichi Life Insurance Company
Japan
$16.1M +$1.2M +2,820 +8%
BWP
391
Barlow Wealth Partners
Kentucky
$15.8M +$212K +508 +1%
MC
392
Montag & Caldwell
Georgia
$15.7M -$283K -666 -2%
GC
393
Guggenheim Capital
Illinois
$15.6M +$1.27M +2,984 +9%
ZIG
394
Zurich Insurance Group
Switzerland
$15.6M -$34.6M -81,429 -69%
BAMCO Inc
395
BAMCO Inc
New York
$15.4M +$4.96M +11,667 +47%
TA
396
TRB Advisors
New York
$14.9M +$14.9M +35,000 New
RHAM
397
Round Hill Asset Management
California
$14.9M -$1.08M -2,530 -7%
SOADOR
398
State of Alaska Department of Revenue
Alaska
$14.8M -$48.9K -115 -0.3%
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$14.8M +$2.62M +6,162 +22%
VC
400
Vestor Capital
Illinois
$14.7M -$11.5M -26,932 -44%