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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 %
HIP
826
Harrell Investment Partners
Texas
$2.11M -$68.1K -160 -3%
PA
827
Profund Advisors
Maryland
$2.09M +$219K +514 +12%
CCS
828
Concentric Capital Strategies
Connecticut
$2.09M +$2.09M +4,906 New
RCA
829
Resonant Capital Advisors
Wisconsin
$2.09M +$54K +127 +3%
IG
830
ING Group
Netherlands
$2.06M -$7.66M -18,011 -79%
CWM
831
Cordatus Wealth Management
Pennsylvania
$2.06M +$2.06M +4,843 New
RSWM
832
Robertson Stephens Wealth Management
California
$2.06M -$29.4K -69 -1%
PRC
833
Pearl River Capital
Michigan
$2.06M +$2.06M +4,837 New
VHAM
834
Van Hulzen Asset Management
California
$2.05M
APM
835
Advanced Portfolio Management
New York
$2.04M +$2.04M +4,801 New
FI
836
Fosun International
China
$2.04M +$608K +1,430 +43%
EBT
837
Enterprise Bank & Trust
Massachusetts
$2.03M -$69.8K -164 -3%
OIA
838
OneDigital Investment Advisors
Kansas
$2.03M +$48.5K +114 +2%
CIC
839
Cornercap Investment Counsel
Georgia
$2M +$2M +4,699 New
LSAG
840
Lake Street Advisors Group
New Hampshire
$2M +$56.2K +132 +3%
IFU
841
iSAM Funds (UK)
United Kingdom
$2M +$2M +4,697 New
WCA
842
Waratah Capital Advisors
Ontario, Canada
$1.99M -$73.6K -173 -4%
LAIC
843
Lederer & Associates Investment Counsel
California
$1.99M -$43.4K -102 -2%
PAS
844
Point72 Asia (Singapore)
Singapore
$1.99M +$1.99M +4,668 New
DL
845
DOHJ LLC
Washington
$1.99M +$425 +1 +0%
SFA
846
Sequoia Financial Advisors
Ohio
$1.98M -$1.08M -2,534 -35%
ACM
847
Ashford Capital Management
Delaware
$1.98M -$31.5K -74 -2%
MA
848
Montag & Associates
Georgia
$1.97M -$339K -796 -15%
PWM
849
Perigon Wealth Management
California
$1.96M +$670K +1,575 +52%
MIA
850
MMBG Investment Advisors
Florida
$1.95M -$164K -385 -8%