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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 %
CIC
876
Chilton Investment Company
Connecticut
$1.69M -$146K -327 -8%
BWP
877
Barlow Wealth Partners
Kentucky
$1.69M -$16.5M -34,352 -91%
EWM
878
Evercore Wealth Management
New York
$1.69M -$5.8K -13 -0.3%
AT
879
Arden Trust
Delaware
$1.68M +$7.58K +17 +0.5%
PTC
880
Private Trust Company
Ohio
$1.67M -$139K -312 -8%
BEI
881
Benjamin Edwards Inc
Missouri
$1.67M -$11.6K -26 -0.7%
RIM
882
Redwood Investment Management
Arizona
$1.67M +$1.67M +3,496 New
CFG
883
Citizens Financial Group
Rhode Island
$1.66M +$8.47K +19 +0.5%
MWM
884
Mission Wealth Management
California
$1.66M +$113K +253 +7%
SFG
885
Snider Financial Group
Washington
$1.66M +$115K +258 +7%
WWM
886
Western Wealth Management
Colorado
$1.66M +$289K +647 +21%
FHB
887
First Hawaiian Bank
Hawaii
$1.66M -$2.16M -4,845 -57%
CFGS
888
Concourse Financial Group Securities
Alabama
$1.65M -$41.9K -94 -2%
AWMT
889
AAFMAA Wealth Management & Trust
North Carolina
$1.64M +$359K +805 +28%
SC
890
Skylands Capital
Wisconsin
$1.64M -$66.9K -150 -4%
SC
891
Savant Capital
Illinois
$1.64M +$190K +427 +13%
CIG
892
Cullen Investment Group
Louisiana
$1.63M +$18.3K +41 +1%
AWCI
893
Alpine Woods Capital Investors
New York
$1.63M +$360K +808 +28%
GCP
894
GSA Capital Partners
United Kingdom
$1.63M +$363K +815 +29%
BTI
895
Blue Trust Inc
Georgia
$1.62M +$945K +2,221 +141%
MWM
896
Mattern Wealth Management
Kansas
$1.61M -$111K -248 -6%
SCM
897
Stevens Capital Management
Pennsylvania
$1.61M +$1.61M +3,610 New
EAM
898
Eagle Asset Management
Florida
$1.61M +$811K +1,818 +102%
SFA
899
Souders Financial Advisors
Ohio
$1.6M +$6.69K +15 +0.4%
TW
900
Transform Wealth
Colorado
$1.6M -$892 -2 -0.1%
34 35
36
37 38