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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 %
UM
551
UniSuper Management
Australia
$6.63M +$3.66M +8,214 +123%
BCM
552
Birch Capital Management
Texas
$6.57M -$568K -1,274 -8%
VIP
553
Vantage Investment Partners
Missouri
$6.57M -$399K -894 -6%
Thrivent Financial for Lutherans
554
Thrivent Financial for Lutherans
Minnesota
$6.55M +$148K +331 +2%
FTA
555
Financial & Tax Architects
Missouri
$6.48M +$335K +752 +5%
P
556
&Partners
Tennessee
$6.47M +$6.47M +14,523 New
ATPW
557
Ashton Thomas Private Wealth
Arizona
$6.47M -$16.1K -36 -0.2%
TAMH
558
Taikang Asset Management (HK)
Hong Kong
$6.44M -$1.12M -2,500 -15%
BMM
559
Buffington Mohr McNeal
Idaho
$6.42M -$724K -1,623 -10%
TRCT
560
Tower Research Capital (TRC)
New York
$6.4M -$530K -1,188 -8%
GAM
561
Gotham Asset Management
New York
$6.35M +$1.73M +3,886 +38%
CAM
562
Clio Asset Management
Virginia
$6.34M -$5.93M -13,286 -48%
KPWS
563
Kestra Private Wealth Services
Texas
$6.27M +$295K +662 +5%
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$6.23M +$190K +426 +3%
FNT
565
First National Trust
Pennsylvania
$6.21M -$298K -668 -5%
EOJOAM
566
E. Ohman J:or Asset Management
Sweden
$6.13M +$285K +640 +5%
RIM
567
Rakuten Investment Management
Japan
$6.12M +$2.23M +4,969 +57%
HA
568
Harbor Advisors
Florida
$6.1M – – –
LNWWM
569
Laird Norton Wetherby Wealth Management
California
$6.08M +$251K +562 +4%
MCM
570
MAI Capital Management
Ohio
$5.99M +$21K +47 +0.4%
MMA
571
Miracle Mile Advisors
California
$5.96M +$118K +265 +2%
FNBOMD
572
First National Bank of Mount Dora
Florida
$5.95M -$145K -324 -2%
VIM
573
Vinva Investment Management
Australia
$5.91M +$373K +831 +7%
GL
574
GHE LLC
Tennessee
$5.9M -$9.81K -22 -0.2%
VHAM
575
Van Hulzen Asset Management
California
$5.85M +$3.7M +8,300 +172%
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