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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 %
KA
601
Kerrisdale Advisers
Florida
$5.17M
PAS
602
Park Avenue Securities
New York
$5.14M +$174K +410 +4%
GIA
603
GHP Investment Advisors
Colorado
$5.1M +$260K +610 +5%
BCM
604
BTC Capital Management
Iowa
$5.09M +$5.09M +11,953 New
SHFA
605
SS&H Financial Advisors
Michigan
$5.06M
AWS
606
Atria Wealth Solutions
New York
$5.01M +$160K +377 +3%
NEI
607
Northwest & Ethical Investments
Ontario, Canada
$4.94M -$3.82M -8,990 -44%
MC
608
Mount Capital
United Kingdom
$4.91M
AMI
609
Amica Mutual Insurance
Rhode Island
$4.91M
NRS
610
Neville Rodie & Shaw
New York
$4.85M
BCV
611
Banque Cantonale Vaudoise
Switzerland
$4.83M -$951K -2,235 -16%
APG Asset Management
612
APG Asset Management
Netherlands
$4.81M -$6.8M -17,268 -59%
CTA
613
Chesley Taft & Associates
Illinois
$4.78M +$105K +247 +2%
EAMA
614
EFG Asset Management (Americas)
Florida
$4.76M -$2.06M -4,833 -30%
SCM
615
Sirios Capital Management
Massachusetts
$4.74M -$21.3M -50,076 -82%
DSC
616
Duncker Streett & Co
Missouri
$4.72M +$183K +431 +4%
FCI
617
Financial Counselors Inc
Kansas
$4.72M +$2.13K +5 +0%
T. Rowe Price Investment Management
618
T. Rowe Price Investment Management
Maryland
$4.67M -$192M -451,179 -98%
CCFCSB
619
Cape Cod Five Cents Savings Bank
Massachusetts
$4.66M -$256K -602 -5%
BZWA
620
Blue Zone Wealth Advisors
California
$4.63M +$108K +255 +2%
GIM
621
Generate Investment Management
New Zealand
$4.62M -$1.02M -2,391 -18%
CGA
622
Compound Global Advisors
Washington
$4.62M -$1.02M -2,391 -18%
EF
623
Empirical Finance
Pennsylvania
$4.61M +$166K +391 +4%
SSB
624
Sandy Spring Bank
Maryland
$4.6M +$343K +807 +8%
FCH
625
Freestone Capital Holdings
Washington
$4.59M +$161K +378 +4%