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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 %
KCM
601
Kanawha Capital Management
Virginia
$6.01M +$2.06M +3,991 +52%
Kovitz Investment Group Partners
602
Kovitz Investment Group Partners
Illinois
$6.01M +$1.18M +3,073 +24%
MCM
603
MAI Capital Management
Ohio
$6M -$945K -1,829 -14%
SF
604
Summit Financial
New Jersey
$5.99M +$92K +178 +2%
AMI
605
Amica Mutual Insurance
Rhode Island
$5.96M
SSB
606
Sandy Spring Bank
Maryland
$5.95M +$28.9K +56 +0.5%
MC
607
Mount Capital
United Kingdom
$5.92M
FCH
608
Freestone Capital Holdings
Washington
$5.92M +$132K +255 +2%
NRS
609
Neville Rodie & Shaw
New York
$5.89M
SAM
610
Synergy Asset Management
Washington
$5.85M +$5.85M +11,321 New
DSC
611
Duncker Streett & Co
Missouri
$5.84M +$93K +180 +2%
BCM
612
BTC Capital Management
Iowa
$5.82M -$310K -600 -5%
MWA
613
Meridian Wealth Advisors
Texas
$5.81M +$139K +270 +2%
AG
614
AIA Group
Hong Kong
$5.79M +$1.43M +2,776 +33%
ECM
615
Everence Capital Management
Indiana
$5.75M
PVI
616
Pine Valley Investments
New Jersey
$5.74M +$121K +235 +2%
BZWA
617
Blue Zone Wealth Advisors
California
$5.72M +$170K +330 +3%
OIA
618
OneDigital Investment Advisors
Kansas
$5.69M -$63K -122 -1%
PAS
619
Park Avenue Securities
New York
$5.64M -$611K -1,182 -10%
IMCOOI
620
Investment Management Corp of Ontario (IMCO)
Canada
$5.51M +$1.81M +3,500 +49%
PIM
621
Provident Investment Management
Michigan
$5.51M -$12.9K -25 -0.2%
CICC
622
Capital Investment Counsel (Colorado)
Colorado
$5.46M +$89.9K +174 +2%
RWM
623
RBA Wealth Management
California
$5.46M +$68.7K +133 +1%
PCM
624
Palisade Capital Management
New Jersey
$5.45M -$24.3K -47 -0.4%
EF
625
Empirical Finance
Pennsylvania
$5.38M +$136K +263 +3%