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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 %
AIM
601
Achmea Investment Management
Netherlands
$5.11M -$6.22M -13,941 -55%
SF
602
Summit Financial
New Jersey
$5.09M +$3.68M +8,260 +261%
NRS
603
Neville Rodie & Shaw
New York
$5.09M – – –
BPA
604
Beacon Pointe Advisors
California
$5.06M -$5.83M -13,082 -54%
P
605
Pitcairn
Pennsylvania
$5.03M +$353K +791 +8%
FCH
606
Freestone Capital Holdings
Washington
$4.99M +$185K +414 +4%
EAM
607
Eventide Asset Management
Massachusetts
$4.98M +$1.37M +3,074 +38%
OIA
608
OneDigital Investment Advisors
Kansas
$4.97M +$2.84M +6,373 +134%
DSC
609
Duncker Streett & Co
Missouri
$4.96M +$14.3K +32 +0.3%
FCI
610
Financial Counselors Inc
Kansas
$4.91M -$39.2K -88 -0.8%
MWA
611
Meridian Wealth Advisors
Texas
$4.9M +$408K +915 +9%
NIM
612
NEOS Investment Management
Connecticut
$4.87M +$1.37M +3,066 +39%
PVI
613
Pine Valley Investments
New Jersey
$4.85M +$648K +1,453 +15%
CCG
614
Cloverfields Capital Group
Minnesota
$4.82M +$23.6K +53 +0.5%
BZWA
615
Blue Zone Wealth Advisors
California
$4.79M -$62.4K -140 -1%
AWS
616
Atria Wealth Solutions
New York
$4.78M -$466K -1,044 -9%
SC
617
Scholtz & Company
Connecticut
$4.77M +$413K +926 +9%
PIM
618
Provident Investment Management
Michigan
$4.76M – – –
FWTB
619
First Western Trust Bank
Colorado
$4.76M -$928K -2,081 -16%
ASN
620
Advisory Services Network
Georgia
$4.76M +$198K +443 +4%
PCM
621
Palisade Capital Management
New Jersey
$4.72M +$4.72M +10,594 New
LGWM
622
Litman Gregory Wealth Management
California
$4.69M +$4.46K +10 +0.1%
IAA
623
Independent Advisor Alliance
North Carolina
$4.66M -$145K -325 -3%
RWM
624
RBA Wealth Management
California
$4.65M +$133K +298 +3%
CICC
625
Capital Investment Counsel (Colorado)
Colorado
$4.64M +$247K +553 +6%
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25
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