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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 %
WBC
826
Westpac Banking Corp
Australia
$2.35M +$134K +260 +6%
SC
827
Savant Capital
Illinois
$2.35M +$448K +867 +24%
GLR
828
Great Lakes Retirement
Ohio
$2.33M -$7.75K -15 -0.3%
CCG
829
Chatham Capital Group
Georgia
$2.33M
WCM
830
Whitener Capital Management
North Carolina
$2.32M
MHC
831
Meyer Handelman Company
New York
$2.32M -$302K -585 -12%
MA
832
Montag & Associates
Georgia
$2.32M +$22.7K +44 +1%
FFA
833
Farther Finance Advisors
California
$2.3M -$88.9K -172 -4%
PWM
834
Pinnacle Wealth Management
California
$2.28M +$2.28M +4,415 New
RIA
835
Regal Investment Advisors
Michigan
$2.28M -$72.3K -140 -3%
VFA
836
Valeo Financial Advisors
Indiana
$2.25M +$106K +206 +5%
ACM
837
Ashford Capital Management
Delaware
$2.25M -$150K -290 -6%
VWM
838
Vivid Wealth Management
Iowa
$2.25M +$2.25M +4,349 New
DCM
839
Decatur Capital Management
Georgia
$2.24M +$2.58K +5 +0.1%
LAIC
840
Lederer & Associates Investment Counsel
California
$2.22M -$64.6K -125 -3%
OC
841
Oppenheimer & Co
New York
$2.22M +$121K +235 +6%
PWS
842
Peloton Wealth Strategists
Indiana
$2.21M -$25.8K -50 -1%
ICM
843
IMS Capital Management
Oregon
$2.2M
EW
844
Evoke Wealth
California
$2.18M +$2.18M +4,216 New
QWM
845
Quadcap Wealth Management
Texas
$2.16M -$79.6K -154 -4%
GFS
846
GYL Financial Synergies
Connecticut
$2.15M +$29.4K +57 +1%
SW
847
Solidarity Wealth
Utah
$2.13M -$620K -1,200 -23%
PCM
848
Parsons Capital Management
Rhode Island
$2.12M -$5.17K -10 -0.2%
WPC
849
Wedmont Private Capital
Pennsylvania
$2.12M +$286K +565 +16%
EM
850
Excalibur Management
Massachusetts
$2.11M +$1.03K +2 +0%