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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 %
P
626
Pitcairn
Pennsylvania
$5.38M -$449K -870 -8%
SI
627
Stephens Inc
Arkansas
$5.37M +$211K +409 +4%
LGWM
628
Litman Gregory Wealth Management
California
$5.37M -$66.1K -128 -1%
BOSSRA
629
B.O.S.S. Retirement Advisors
Utah
$5.37M +$755K +1,462 +16%
FTDI
630
First Trust Direct Indexing
Massachusetts
$5.34M +$480K +929 +10%
AWS
631
Atria Wealth Solutions
New York
$5.3M -$243K -471 -4%
RIM
632
Reliant Investment Management
Tennessee
$5.29M +$186K +360 +4%
RJT
633
Raymond James Trust
Florida
$5.29M +$340K +659 +7%
SF
634
Synovus Financial
Georgia
$5.28M -$69.7K -135 -1%
NMIMC
635
Northwestern Mutual Investment Management Company
Wisconsin
$5.24M -$20.1K -39 -0.4%
KM
636
KP Management
Minnesota
$5.17M
CCFCSB
637
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$220K -425 -4%
LF
638
Longbow Finance
Switzerland
$5.13M
IAA
639
Independent Advisor Alliance
North Carolina
$5.13M -$268K -518 -5%
CCG
640
Cloverfields Capital Group
Minnesota
$5.1M -$476K -921 -9%
CIP
641
Chartwell Investment Partners
Pennsylvania
$5.03M -$186K -360 -4%
BIM
642
Baldwin Investment Management
Pennsylvania
$4.96M +$16K +31 +0.3%
KRSITF
643
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.9M -$437K -845 -8%
AA
644
ALPS Advisors
Colorado
$4.89M -$5.36M -10,372 -52%
LTAS
645
Linden Thomas Advisory Services
North Carolina
$4.87M +$438K +847 +10%
FWTB
646
First Western Trust Bank
Colorado
$4.86M -$654K -1,266 -12%
MAM
647
Mirabaud Asset Management
United Kingdom
$4.83M +$442K +863 +10%
BCM
648
Bretton Capital Management
California
$4.8M +$4.8M +9,300 New
NC
649
NovaPoint Capital
Georgia
$4.8M +$61.5K +119 +1%
T. Rowe Price Investment Management
650
T. Rowe Price Investment Management
Maryland
$4.8M -$1.62M -3,130 -25%