SPGI icon

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 %
CL
651
Choreo LLC
Illinois
$4.79M +$273K +533 +6%
ASN
652
Advisory Services Network
Georgia
$4.76M
NCM
653
Nelson Capital Management
California
$4.75M +$4.75M +9,203 New
SYBT
654
Stock Yards Bank & Trust
Kentucky
$4.75M -$265K -512 -5%
TRCT
655
Tower Research Capital (TRC)
New York
$4.64M -$2.77M -5,368 -37%
WFG
656
Wills Financial Group
Virginia
$4.64M +$96.6K +187 +2%
TMAM
657
Tokio Marine Asset Management
Japan
$4.63M +$111K +214 +2%
WIM
658
WealthPlan Investment Management
Nebraska
$4.63M +$1.86M +3,592 +67%
TBA
659
Tower Bridge Advisors
Pennsylvania
$4.6M -$37.2K -72 -0.8%
BPA
660
Beacon Pointe Advisors
California
$4.57M -$1.29M -2,502 -22%
DI
661
Diligent Investors
California
$4.56M -$408K -790 -8%
SWP
662
Stratos Wealth Partners
Ohio
$4.55M +$94K +182 +2%
CIC
663
Cutler Investment Counsel
Oregon
$4.5M +$8.27K +16 +0.2%
ZB
664
Zions Bancorporation
Utah
$4.5M +$432K +837 +11%
THCM
665
Taylor Hoffman Capital Management
Virginia
$4.5M +$4.5M +9,361 New
SFI
666
Siemens Fonds Invest
Germany
$4.48M -$33.1K -64 -0.7%
RWM
667
Rockline Wealth Management
New York
$4.47M +$287K +556 +7%
OAM
668
Ostrum Asset Management
France
$4.47M -$563K -1,089 -11%
PWP
669
Private Wealth Partners
California
$4.44M
BCM
670
Brasada Capital Management
Texas
$4.43M -$392K -761 -8%
MIH
671
Meitav Investment House
Israel
$4.43M
CCM
672
Coldstream Capital Management
Washington
$4.42M +$345K +668 +8%
AG
673
Ascent Group
Virginia
$4.41M +$1.44M +2,793 +49%
BRCM
674
Bright Rock Capital Management
Massachusetts
$4.39M
PAG
675
Private Advisor Group
New Jersey
$4.35M +$299K +579 +7%