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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 %
BFM
701
Boston Financial Management
Massachusetts
$3.9M +$22.2K +43 +0.6%
FDS
702
Freedom Day Solutions
Texas
$3.88M -$13.4K -26 -0.3%
RWM
703
Ritholtz Wealth Management
New York
$3.87M +$30.5K +59 +0.8%
PGIM
704
Pacific Global Investment Management
California
$3.85M -$16.5K -32 -0.4%
IWA
705
Invera Wealth Advisors
Oregon
$3.84M -$199K -400 -5%
SC
706
Settian Capital
New York
$3.83M
CPC
707
Consolidated Planning Corp
Georgia
$3.82M +$250K +484 +7%
S
708
SignatureFD
Georgia
$3.8M +$37.2K +72 +1%
MCB
709
Morton Community Bank
Illinois
$3.77M -$103K -200 -3%
LFS
710
Legacy Financial Strategies
Kansas
$3.76M +$2.07K +4 +0.1%
CIA
711
Concurrent Investment Advisors
Florida
$3.75M +$30K +58 +0.8%
Nomura Holdings
712
Nomura Holdings
Japan
$3.69M -$11.1M -21,412 -75%
RWP
713
RWA Wealth Partners
Massachusetts
$3.68M +$207K +400 +6%
PCIA
714
Prime Capital Investment Advisors
Kansas
$3.68M -$22.2K -43 -0.6%
MWM
715
Meridian Wealth Management
Kentucky
$3.67M +$404K +783 +12%
WSC
716
Wellington Shields & Co
New York
$3.62M
TPA
717
Trivium Point Advisory
Connecticut
$3.6M -$29.6K -58 -0.8%
FWM
718
Fortress Wealth Management
California
$3.59M -$8.27K -16 -0.2%
BFG
719
Bleakley Financial Group
New Jersey
$3.59M +$169K +328 +5%
Twin Tree Management
720
Twin Tree Management
Texas
$3.58M +$3.47M +6,720 +3,200%
FRA
721
Frank Rimerman Advisors
California
$3.57M +$859K +1,663 +32%
PI
722
Pettee Investors
Connecticut
$3.57M
PFS
723
Prospera Financial Services
Texas
$3.54M -$82.7K -160 -2%
LJAC
724
L.J. Altfest & Co
New York
$3.49M -$423K -819 -11%
BP
725
Ballentine Partners
Massachusetts
$3.48M +$226K +437 +7%