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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 %
BAM
851
Belpointe Asset Management
Nevada
$2.1M +$33.1K +64 +2%
OM
852
OV Management
Minnesota
$2.09M +$2.58K +5 +0.1%
PI
853
PFG Investments
New York
$2.09M +$656K +1,270 +46%
NW
854
NewEdge Wealth
Pennsylvania
$2.09M +$1.25M +2,411 +148%
AWM
855
Avitas Wealth Management
California
$2.08M -$23.2K -45 -1%
MWS
856
Maxwell Wealth Strategies
California
$2.08M +$457K +934 +28%
GM
857
GeoWealth Management
Illinois
$2.08M -$2.58K -5 -0.1%
IWC
858
Integrated Wealth Concepts
Massachusetts
$2.05M -$36.7K -71 -2%
FTWA
859
Fifth Third Wealth Advisors
Ohio
$2.05M +$51.7K +100 +3%
MAM
860
Madison Asset Management
Wisconsin
$2.03M -$18.6K -36 -0.9%
CFG
861
Citizens Financial Group
Rhode Island
$2.03M +$99.7K +193 +5%
CAM
862
Cozad Asset Management
Illinois
$2.02M -$130K -251 -6%
SIA
863
Schechter Investment Advisors
Michigan
$2.02M -$4.65K -9 -0.2%
CAM
864
Congress Asset Management
Massachusetts
$2M -$64.6K -125 -3%
FBT
865
First Bank & Trust
South Dakota
$2M +$36.7K +71 +2%
NFG
866
Nations Financial Group
Iowa
$1.99M +$237K +458 +13%
WWM
867
Western Wealth Management
Colorado
$1.99M +$68.7K +133 +4%
SWM
868
Silverlake Wealth Management
Vermont
$1.99M
BRWA
869
B. Riley Wealth Advisors
Florida
$1.98M -$219K -425 -10%
QI
870
Qtron Investments
Massachusetts
$1.98M +$569K +1,102 +40%
TAM
871
Trust Asset Management
Texas
$1.98M
MWM
872
Mission Wealth Management
California
$1.97M +$40.8K +79 +2%
GIA
873
Guyasuta Investment Advisors
Pennsylvania
$1.97M -$85.8K -166 -4%
HPIA
874
Hamilton Point Investment Advisors
North Carolina
$1.96M
FHA
875
Flagship Harbor Advisors
Massachusetts
$1.96M +$1.96M +3,791 New