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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 %
BCM
726
BlueMar Capital Management
Florida
$3.01M -$512K -1,148 -15%
RWP
727
RWA Wealth Partners
Massachusetts
$3M -$133K -299 -4%
WHAM
728
Windmill Hill Asset Management
United Kingdom
$2.99M – – –
HI
729
Horizon Investments
North Carolina
$2.98M +$35.2K +79 +1%
KNW
730
Kesler Norman & Wride
Utah
$2.97M -$41K -92 -1%
BFG
731
Bleakley Financial Group
New Jersey
$2.96M +$47.7K +107 +2%
SW
732
Simplicity Wealth
New Jersey
$2.95M +$62.4K +140 +2%
CIAS
733
CFS Investment Advisory Services
New Jersey
$2.95M -$8.03K -18 -0.3%
OCM
734
Olstein Capital Management
New York
$2.9M – – –
CSIC
735
Clifford Swan Investment Counsel
California
$2.88M -$11.2K -25 -0.4%
QIM
736
Quantitative Investment Management
Virginia
$2.88M -$5.16M -11,573 -64%
AAM
737
Azzad Asset Management
Virginia
$2.85M -$4.91K -11 -0.2%
BPAMU
738
BTG Pactual Asset Management US
New York
$2.85M +$2.85M +6,391 New
MC
739
Mirabaud & Cie
Switzerland
$2.85M -$157K -353 -5%
BOH
740
Bank of Hawaii
Hawaii
$2.84M -$121K -272 -4%
Verition Fund Management
741
Verition Fund Management
Connecticut
$2.83M -$685K -1,536 -20%
MWM
742
Meridian Wealth Management
Kentucky
$2.82M +$2.82M +6,315 New
HBT
743
Hills Bank & Trust
Iowa
$2.81M -$52.6K -118 -2%
BP
744
Ballentine Partners
Massachusetts
$2.81M +$578K +1,296 +26%
LWCFA
745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.8M +$1.45M +2,962 +107%
GS
746
GTS Securities
New York
$2.76M +$2.43M +5,441 +724%
TCOV
747
Trust Company of Vermont
Vermont
$2.75M -$5.35K -12 -0.2%
CI
748
Ceera Investments
Texas
$2.73M -$11.2K -25 -0.4%
VSQM
749
V-Square Quantitative Management
Illinois
$2.72M -$465K -1,043 -15%
HA
750
Herold Advisors
New York
$2.71M -$181K -405 -6%
28 29
30
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