SPGI icon

S&P Global

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
501
Spire Wealth Management
Virginia
$9.71M -$89.4K -173 -0.9%
NA
502
NewEdge Advisors
Louisiana
$9.68M +$1.6M +3,095 +20%
AWM
503
Apollon Wealth Management
South Carolina
$9.65M -$224K -434 -2%
BPC
504
Banque Pictet & Cie
Switzerland
$9.61M -$52.2K -101 -0.5%
BWP
505
Baldwin Wealth Partners
Massachusetts
$9.6M +$476K +922 +5%
PAM
506
Peninsula Asset Management
Florida
$9.58M -$46K -89 -0.5%
CPIM
507
Coalescence Partners Investment Management
New York
$9.55M
ACM
508
Academy Capital Management
Texas
$9.55M -$30K -58 -0.3%
HKAM
509
Horizon Kinetics Asset Management
New York
$9.54M -$88.3K -171 -0.9%
MFG
510
Merit Financial Group
Georgia
$9.34M -$198K -383 -2%
ECM
511
ExodusPoint Capital Management
New York
$9.34M +$9.34M +18,086 New
MSRPS
512
Maryland State Retirement & Pension System
Maryland
$9.32M -$3.28M -6,346 -26%
RIM
513
Rakuten Investment Management
Japan
$9.3M +$2.31M +4,510 +33%
LSERS
514
Louisiana State Employees Retirement System
Louisiana
$9.3M -$51.7K -100 -0.6%
CPA
515
Court Place Advisors
Maryland
$9.24M -$12.9K -25 -0.1%
DC
516
Davenport & Co
Virginia
$9.24M -$1.12M -2,168 -11%
SAM
517
Securian Asset Management
Minnesota
$9.14M -$368K -712 -4%
OBGC
518
O'Brien Greene & Co
Pennsylvania
$9.14M -$753K -1,457 -8%
MGWM
519
Marks Group Wealth Management
Minnesota
$9.11M +$104K +201 +1%
APG Asset Management
520
APG Asset Management
Netherlands
$9.06M -$9.09M -19,639 -50%
SCM
521
Silvant Capital Management
Georgia
$9.04M -$722K -1,397 -7%
MPIA
522
Mountain Pacific Investment Advisers
Idaho
$9.01M -$226K -437 -2%
TAM
523
Thematics Asset Management
France
$8.98M -$1.25M -2,411 -12%
WCF
524
West Coast Financial
California
$8.97M +$8.27K +16 +0.1%
EAM
525
Eventide Asset Management
Massachusetts
$8.81M +$3.05M +5,897 +53%