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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 %
PCM
851
Parsons Capital Management
Rhode Island
$1.84M -$23.6K -53 -1%
GFS
852
GYL Financial Synergies
Connecticut
$1.83M +$77.2K +173 +4%
EM
853
Excalibur Management
Massachusetts
$1.82M +$22.7K +51 +1%
AWM
854
Avitas Wealth Management
California
$1.82M -$16.5K -37 -0.9%
OC
855
Oppenheimer & Co
New York
$1.81M +$217K +487 +14%
IWC
856
Integrated Wealth Concepts
Massachusetts
$1.81M +$202K +453 +13%
OM
857
OV Management
Minnesota
$1.8M +$21K +47 +1%
GM
858
GeoWealth Management
Illinois
$1.79M +$440K +986 +32%
SW
859
SteelPeak Wealth
California
$1.79M +$447K +1,003 +33%
BAM
860
Belpointe Asset Management
Nevada
$1.79M -$25.4K -57 -1%
CAM
861
Congress Asset Management
Massachusetts
$1.78M -$89.6K -201 -5%
MAM
862
Madison Asset Management
Wisconsin
$1.77M -$752K -1,686 -30%
LCM
863
Landscape Capital Management
New Jersey
$1.77M – – –
IG
864
ING Group
Netherlands
$1.75M -$411K -921 -19%
GIA
865
Guyasuta Investment Advisors
Pennsylvania
$1.75M – – –
MYIA
866
Mount Yale Investment Advisors
Colorado
$1.75M -$34.3K -77 -2%
CFM
867
Coronation Fund Managers
South Africa
$1.75M -$2.01M -4,496 -53%
SIA
868
Schechter Investment Advisors
Michigan
$1.74M +$100K +225 +6%
WPC
869
Wedmont Private Capital
Pennsylvania
$1.73M +$225K +470 +15%
FTWA
870
Fifth Third Wealth Advisors
Ohio
$1.72M +$1.24M +2,771 +253%
SWM
871
Silverlake Wealth Management
Vermont
$1.72M +$1.72M +3,847 New
TAM
872
Trust Asset Management
Texas
$1.71M – – –
FBT
873
First Bank & Trust
South Dakota
$1.7M -$3.57K -8 -0.2%
HPIA
874
Hamilton Point Investment Advisors
North Carolina
$1.69M – – –
IWA
875
Icon Wealth Advisors
Texas
$1.69M +$891K +1,838 +112%
33 34
35
36 37