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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 %
RB
851
Rodgers Brothers
Pennsylvania
$1.94M
PP
852
Paloma Partners
Connecticut
$1.93M +$1.93M +4,546 New
CWM
853
Chemistry Wealth Management
New York
$1.92M
RIA
854
Regal Investment Advisors
Michigan
$1.92M +$60K +141 +3%
AI
855
AXS Investments
New York
$1.92M -$3.83K -9 -0.2%
GLR
856
Great Lakes Retirement
Ohio
$1.92M -$11.9K -28 -0.6%
WCM
857
Whitener Capital Management
North Carolina
$1.91M
CCG
858
Chatham Capital Group
Georgia
$1.91M -$21.3K -50 -1%
PWS
859
Peloton Wealth Strategists
Indiana
$1.9M +$410K +963 +28%
NB
860
NBT Bank
New York
$1.89M -$128K -300 -6%
HWM
861
HB Wealth Management
Georgia
$1.87M +$54.5K +128 +3%
LWAM
862
Legacy Wealth Asset Management
Minnesota
$1.87M -$1.28K -3 -0.1%
FHA
863
Flagship Harbor Advisors
Massachusetts
$1.86M +$76.6K +180 +4%
WS
864
Wedbush Securities
California
$1.85M +$92.3K +217 +5%
CWP
865
Cyndeo Wealth Partners
Florida
$1.84M -$99.6K -234 -5%
WBC
866
Westpac Banking Corp
Australia
$1.82M -$36.6K -86 -2%
PIM
867
Plato Investment Management
Australia
$1.82M +$1.78M +4,184 +4,922%
GCM
868
Geneva Capital Management
Wisconsin
$1.81M -$91.9K -216 -5%
MC
869
Machina Capital
France
$1.81M +$637K +1,497 +54%
ICM
870
IMS Capital Management
Oregon
$1.8M +$40.4K +95 +2%
DCM
871
Decatur Capital Management
Georgia
$1.79M -$17.4K -41 -1%
CAM
872
Congress Asset Management
Massachusetts
$1.79M -$28.9K -68 -2%
CFCI
873
Comprehensive Financial Consultants Institutional
Indiana
$1.79M +$77K +181 +5%
SIA
874
SkyView Investment Advisors
New Jersey
$1.79M +$63K +148 +4%
BFC
875
Blue Fin Capital
Rhode Island
$1.78M +$9.79K +23 +0.6%