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S&P Global

1,812 hedge funds and large institutions have $115B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 692 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+60
Holders Change %
+3.42%
% of All Funds
26.26%
Holding in Top 10
56
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25.33%
% of All Funds
0.81%
New
173
Increased
702
Reduced
692
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B
Name Holding Trade Value Shares
Change
Shares
Change %
BFM
726
Boston Financial Management
Massachusetts
$3.07M
VSQM
727
V-Square Quantitative Management
Illinois
$3.04M +$565K +1,327 +23%
MCB
728
Morton Community Bank
Illinois
$3.02M +$143K +335 +5%
DAS
729
Dynamic Advisor Solutions
Arizona
$3.01M +$143K +335 +5%
CCM
730
Coldstream Capital Management
Washington
$2.99M +$346K +814 +13%
RWP
731
RWA Wealth Partners
Massachusetts
$2.98M +$22.1K +52 +0.7%
AP
732
Arlington Partners
Alabama
$2.98M -$194K -456 -6%
S
733
SignatureFD
Georgia
$2.98M +$154K +362 +5%
BCP
734
Bluegrass Capital Partners
Florida
$2.98M -$1.7M -4,000 -36%
WSC
735
Wellington Shields & Co
New York
$2.98M -$383K -900 -11%
FWM
736
Fortress Wealth Management
California
$2.96M +$9.36K +22 +0.3%
CG
737
Caprock Group
Idaho
$2.96M +$148K +347 +5%
SICM
738
Sustainable Insight Capital Management
New York
$2.96M +$596K +1,400 +25%
BHCM
739
Brevan Howard Capital Management
Jersey
$2.96M +$2.96M +6,946 New
TAM
740
Tocqueville Asset Management
New York
$2.95M -$68.1K -160 -2%
Focus Partners Wealth
741
Focus Partners Wealth
Massachusetts
$2.95M +$1.9M +4,460 +180%
CIA
742
Concurrent Investment Advisors
Florida
$2.92M -$714K -1,678 -20%
BCM
743
Brasada Capital Management
Texas
$2.92M -$17.9K -42 -0.6%
SW
744
Solidarity Wealth
Utah
$2.9M +$2.9M +6,826 New
CAC
745
Certified Advisory Corp
Florida
$2.9M -$18.3K -43 -0.6%
CS
746
Cannell & Spears
New York
$2.89M +$327K +769 +13%
Simplex Trading
747
Simplex Trading
Illinois
$2.88M +$2.88M +6,763 New
KNW
748
Kesler Norman & Wride
Utah
$2.87M -$318K -746 -10%
CF
749
Centaurus Financial
California
$2.87M +$503K +1,181 +21%
FFA
750
First Foundation Advisors
California
$2.87M +$209K +492 +8%