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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 %
PIM
776
Plato Investment Management
Australia
$2.41M +$507K +1,137 +27%
Dodge & Cox
777
Dodge & Cox
California
$2.41M – – –
CK
778
Cohen Klingenstein
New York
$2.41M – – –
WIM
779
WealthPlan Investment Management
Nebraska
$2.39M +$77.2K +173 +3%
DEA
780
DoubleLine ETF Adviser
Florida
$2.39M -$107K -239 -4%
WR
781
WD Rutherford
Oregon
$2.38M +$120K +269 +5%
MG
782
Mather Group
Illinois
$2.38M +$18.3K +43 +0.8%
SW
783
Solidarity Wealth
Utah
$2.38M -$669K -1,500 -22%
RCA
784
Resonant Capital Advisors
Wisconsin
$2.36M +$169K +380 +8%
MAS
785
Meeder Advisory Services
Ohio
$2.35M +$557K +1,249 +31%
FRA
786
Frank Rimerman Advisors
California
$2.34M +$2.34M +5,240 +40,308%
CAM
787
Cypress Asset Management
Texas
$2.34M -$13.5K -30 -0.6%
RWP
788
Ridgecrest Wealth Partners
California
$2.29M -$1.34K -3 -0.1%
A
789
AlphaQuest
New York
$2.27M -$24.1K -54 -1%
CSPIA
790
Cary Street Partners Investment Advisory
Virginia
$2.27M +$627K +1,405 +38%
MHC
791
Meyer Handelman Company
New York
$2.26M -$1.93M -4,330 -46%
VFM
792
Viking Fund Management
North Dakota
$2.23M – – –
JGGDR
793
JGP Global Gestao de Recursos
Brazil
$2.23M +$892K +2,000 +67%
RSWM
794
Robertson Stephens Wealth Management
California
$2.23M +$69.6K +156 +3%
PA
795
Parallel Advisors
California
$2.22M -$21K -47 -0.9%
HIP
796
Harrell Investment Partners
Texas
$2.21M +$7.14K +16 +0.3%
WIM
797
Waverton Investment Management
United Kingdom
$2.21M -$42.8K -96 -2%
PBCM
798
Point Break Capital Management
Florida
$2.2M +$1M +2,245 +83%
AMM
799
American Money Management
California
$2.2M -$104K -234 -5%
SFA
800
Sequoia Financial Advisors
Ohio
$2.19M +$108K +243 +5%
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