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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 %
PGIM
701
Pacific Global Investment Management
California
$3.33M -$772K -1,732 -19%
RWM
702
Ritholtz Wealth Management
New York
$3.31M +$529K +1,187 +19%
SC
703
Settian Capital
New York
$3.31M – – –
MCM
704
Moore Capital Management
New York
$3.28M +$732K +1,641 +29%
LFS
705
Legacy Financial Strategies
Kansas
$3.27M +$298K +662 +10%
S
706
SignatureFD
Georgia
$3.24M +$120K +269 +4%
FFA
707
First Foundation Advisors
California
$3.23M +$227K +508 +8%
SCM
708
Shelton Capital Management
Colorado
$3.22M – – –
CIA
709
Concurrent Investment Advisors
Florida
$3.22M +$149K +334 +5%
IMCOOI
710
Investment Management Corp of Ontario (IMCO)
Canada
$3.2M +$847K +1,900 +36%
PCIA
711
Prime Capital Investment Advisors
Kansas
$3.19M -$256K -575 -7%
TPA
712
Trivium Point Advisory
Connecticut
$3.18M +$397K +890 +14%
PFS
713
Prospera Financial Services
Texas
$3.13M -$161K -361 -5%
WSC
714
Wellington Shields & Co
New York
$3.12M – – –
BCP
715
Bluegrass Capital Partners
Florida
$3.12M – – –
FWM
716
Fortress Wealth Management
California
$3.11M +$3.12K +7 +0.1%
MC
717
Machina Capital
France
$3.1M +$1.2M +2,685 +63%
CPC
718
Consolidated Planning Corp
Georgia
$3.08M +$554K +1,243 +22%
PI
719
Pettee Investors
Connecticut
$3.08M -$323K -724 -9%
DAS
720
Dynamic Advisor Solutions
Arizona
$3.08M -$78.1K -175 -2%
TAM
721
Tocqueville Asset Management
New York
$3.05M -$40.1K -90 -1%
SCM
722
Sirios Capital Management
Massachusetts
$3.04M -$1.92M -4,305 -39%
Arrowstreet Capital
723
Arrowstreet Capital
Massachusetts
$3.04M +$3.04M +6,808 New
CS
724
Cannell & Spears
New York
$3.03M -$6.24K -14 -0.2%
CAC
725
Certified Advisory Corp
Florida
$3.02M -$16.1K -36 -0.5%
27 28
29
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