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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 %
CWM
826
Chemistry Wealth Management
New York
$2.03M +$10.3K +23 +0.5%
KJHP
827
K.J. Harrison & Partners
Ontario, Canada
$2.03M -$4.96M -11,112 -71%
Group One Trading
828
Group One Trading
Illinois
$2.02M +$2.02M +4,526 New
OIS
829
Okabena Investment Services
Minnesota
$2.02M -$323K -725 -14%
GLR
830
Great Lakes Retirement
Ohio
$2.02M +$9.37K +21 +0.5%
Capstone Investment Advisors
831
Capstone Investment Advisors
New York
$2.01M -$1.45M -3,249 -42%
CCG
832
Chatham Capital Group
Georgia
$2.01M +$9.37K +21 +0.5%
WCM
833
Whitener Capital Management
North Carolina
$2.01M – – –
CM
834
Crestline Management
Texas
$2M -$4.34M -9,730 -68%
AI
835
AXS Investments
New York
$1.99M -$16.9K -38 -0.8%
BFC
836
Blue Fin Capital
Rhode Island
$1.99M +$126K +282 +7%
TC
837
Trium Capital
United Kingdom
$1.99M +$670K +1,502 +51%
EGM
838
Engineers Gate Manager
New York
$1.99M -$10.1M -22,544 -84%
MA
839
Montag & Associates
Georgia
$1.98M -$81.6K -183 -4%
WP
840
WealthShield Partners
North Carolina
$1.98M +$215K +482 +12%
LAIC
841
Lederer & Associates Investment Counsel
California
$1.98M -$113K -254 -5%
DCM
842
Decatur Capital Management
Georgia
$1.93M +$51.7K +116 +3%
QWM
843
Quadcap Wealth Management
Texas
$1.93M +$402K +901 +26%
PWS
844
Peloton Wealth Strategists
Indiana
$1.93M -$59.3K -133 -3%
WBC
845
Westpac Banking Corp
Australia
$1.91M – – –
BRWA
846
B. Riley Wealth Advisors
Florida
$1.9M -$161K -362 -8%
AI
847
Atom Investors
Texas
$1.88M -$461K -1,033 -20%
RC
848
Roundview Capital
New Jersey
$1.88M +$54.4K +122 +3%
VFA
849
Valeo Financial Advisors
Indiana
$1.85M +$126K +283 +7%
CAM
850
Cozad Asset Management
Illinois
$1.85M +$72.7K +163 +4%
32 33
34
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