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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 %
WIA
801
World Investment Advisors
California
$2.18M +$1.26M +2,816 +136%
DL
802
DOHJ LLC
Washington
$2.18M +$95.4K +214 +5%
SIA
803
SkyView Investment Advisors
New Jersey
$2.16M +$286K +641 +15%
IA
804
IFP Advisors
Florida
$2.15M -$95.5K -214 -4%
CPBTD
805
Central Pacific Bank - Trust Division
Hawaii
$2.15M -$340K -763 -14%
APM
806
Advanced Portfolio Management
New York
$2.14M – – –
SM
807
Sciencast Management
New Jersey
$2.14M +$2.14M +4,798 New
PA
808
Profund Advisors
Maryland
$2.14M -$55.8K -125 -3%
FI
809
Fosun International
China
$2.14M – – –
PWM
810
Perigon Wealth Management
California
$2.13M +$67.8K +152 +3%
EBT
811
Enterprise Bank & Trust
Massachusetts
$2.12M -$8.92K -20 -0.4%
ICM
812
IMS Capital Management
Oregon
$2.12M +$14.9K +30 +0.7%
IEFM
813
IQ EQ Fund Management
Ireland
$2.11M +$390K +874 +23%
LSAG
814
Lake Street Advisors Group
New Hampshire
$2.11M +$12.5K +28 +0.6%
IWA
815
IBEX Wealth Advisors
New Jersey
$2.09M +$2.09M +4,690 New
CWM
816
Cordatus Wealth Management
Pennsylvania
$2.09M -$71.4K -160 -3%
CIC
817
Cornercap Investment Counsel
Georgia
$2.08M -$12K -27 -0.6%
ACM
818
Ashford Capital Management
Delaware
$2.07M – – –
FFA
819
Farther Finance Advisors
California
$2.07M +$548K +1,228 +36%
CFCI
820
Comprehensive Financial Consultants Institutional
Indiana
$2.06M +$187K +420 +10%
SW
821
SVB Wealth
Massachusetts
$2.05M -$246K -552 -11%
MIA
822
MMBG Investment Advisors
Florida
$2.04M – – –
WCA
823
Waratah Capital Advisors
Ontario, Canada
$2.04M -$50.4K -113 -2%
RB
824
Rodgers Brothers
Pennsylvania
$2.04M +$2.68K +6 +0.1%
RIA
825
Regal Investment Advisors
Michigan
$2.03M +$12.9K +29 +0.6%
31 32
33
34 35