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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 %
LSAG
801
Lake Street Advisors Group
New Hampshire
$2.57M +$128K +247 +5%
RSWM
802
Robertson Stephens Wealth Management
California
$2.57M -$12.9K -25 -0.5%
SIA
803
SkyView Investment Advisors
New Jersey
$2.56M +$61.5K +119 +2%
SCM
804
Stevens Capital Management
Pennsylvania
$2.54M +$671K +1,299 +36%
AMM
805
American Money Management
California
$2.53M -$17.6K -34 -0.7%
QT
806
Quantbot Technologies
New York
$2.52M +$2.52M +4,877 New
CSPIA
807
Cary Street Partners Investment Advisory
Virginia
$2.51M -$126K -243 -5%
AI
808
Aperture Investors
New York
$2.5M -$1.8M -3,488 -42%
NP
809
NorthRock Partners
Minnesota
$2.49M +$669K +1,295 +37%
MC
810
Machina Capital
France
$2.47M -$1.12M -2,159 -31%
WP
811
WealthPLAN Partners
Nebraska
$2.46M -$1.48M -2,861 -38%
EBT
812
Enterprise Bank & Trust
Massachusetts
$2.46M
HAG
813
HighPoint Advisor Group
Illinois
$2.45M -$320K -620 -12%
OIS
814
Okabena Investment Services
Minnesota
$2.44M +$98.7K +191 +4%
HT
815
Headlands Technologies
Illinois
$2.43M +$2.43M +4,699 New
PWM
816
Perigon Wealth Management
California
$2.41M -$52.7K -102 -2%
BFC
817
Blue Fin Capital
Rhode Island
$2.41M +$99.2K +192 +4%
WP
818
WealthShield Partners
North Carolina
$2.4M +$113K +219 +5%
KJHP
819
K.J. Harrison & Partners
Ontario, Canada
$2.38M
CWM
820
Chemistry Wealth Management
New York
$2.37M +$19.1K +37 +0.8%
WCA
821
Waratah Capital Advisors
Ontario, Canada
$2.37M +$2.58K +5 +0.1%
CWM
822
Cordatus Wealth Management
Pennsylvania
$2.36M -$55.3K -107 -2%
MIA
823
MMBG Investment Advisors
Florida
$2.36M
CFCI
824
Comprehensive Financial Consultants Institutional
Indiana
$2.36M -$24.8K -48 -1%
RB
825
Rodgers Brothers
Pennsylvania
$2.36M