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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
Wellington Management Group
Massachusetts
+$700M
2
BlackRock
BlackRock
New York
+$640M
3
TCI Fund Management
TCI Fund Management
United Kingdom
+$610M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$453M
5
Swedbank
Swedbank
Sweden
+$348M

Top Sellers

1
CCM
Corsair Capital Management
New York
-$904M
2
Capital World Investors
Capital World Investors
California
-$324M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$290M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$276M
5
Citadel Advisors
Citadel Advisors
Florida
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
451
BOK Financial
Oklahoma
$10.7M -$1.84M -4,116 -15%
HFS
452
Hantz Financial Services
Michigan
$10.6M -$437K -980 -4%
CBT
453
Central Bank & Trust
Kentucky
$10.5M -$47.3K -106 -0.4%
AAS
454
Avantax Advisory Services
Texas
$10.5M +$6.51M +14,590 +163%
BBA
455
BLB&B Advisors
Pennsylvania
$10.5M +$219K +492 +2%
AC
456
AMS Capital
Brazil
$10.4M – – –
MC
457
Middleton & Co
Massachusetts
$10.4M -$350K -784 -3%
WTC
458
WhitTier Trust Company
Nevada
$10.3M +$135K +302 +1%
SA
459
Sanctuary Advisors
Indiana
$10.2M +$10.2M +24,505 New
GP
460
Girard Partners
Pennsylvania
$10.2M -$9.37K -21 -0.1%
MPM
461
MBB Public Markets
Illinois
$10.1M +$9.67M +21,675 +2,039%
PWC
462
PYA Waltman Capital
Tennessee
$10.1M +$70.5K +158 +0.7%
AAM
463
Advisors Asset Management
Colorado
$10M +$517K +1,159 +5%
SIA
464
Sit Investment Associates
Minnesota
$10M +$26.8K +60 +0.3%
BSW
465
Buckingham Strategic Wealth
Missouri
$10M -$1.14M -2,561 -10%
SA
466
SpiderRock Advisors
Delaware
$9.96M -$1.63M -3,645 -14%
CLGM
467
Capitolis Liquid Global Markets
New York
$9.86M – – –
KWM
468
Kingsview Wealth Management
Oregon
$9.85M -$83.8K -188 -0.8%
M
469
MOTCO
Texas
$9.82M +$236K +530 +2%
PM
470
Phraction Management
Connecticut
$9.77M +$3.57K +8 +0%
FC
471
Fulcrum Capital
Washington
$9.65M +$194K +435 +2%
MCM
472
Mattern Capital Management
Colorado
$9.62M -$44.2K -99 -0.5%
MCM
473
Marsico Capital Management
Colorado
$9.59M -$49.4M -110,725 -84%
CJL
474
Cyrus J. Lawrence
New York
$9.59M +$74.5K +167 +0.8%
SAM
475
Sawgrass Asset Management
Florida
$9.56M -$160K -359 -2%
17 18
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