SPGI icon

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 %
SC
901
Skylands Capital
Wisconsin
$1.63M -$21.3K -50 -1%
TAM
902
Trust Asset Management
Texas
$1.63M
FBT
903
First Bank & Trust
South Dakota
$1.62M +$10.6K +25 +0.7%
CFGS
904
Concourse Financial Group Securities
Alabama
$1.62M +$164K +386 +11%
HPIA
905
Hamilton Point Investment Advisors
North Carolina
$1.62M
EWM
906
Evercore Wealth Management
New York
$1.61M -$57.4K -135 -3%
BEI
907
Benjamin Edwards Inc
Missouri
$1.61M +$77K +181 +5%
VFA
908
Valeo Financial Advisors
Indiana
$1.6M -$7.03K -17 -0.4%
AT
909
Arden Trust
Delaware
$1.6M -$63.8K -150 -4%
SWPG
910
Strategic Wealth Partners Group
Illinois
$1.58M +$17.9K +42 +1%
CFG
911
Citizens Financial Group
Rhode Island
$1.58M +$229K +539 +17%
CSPIA
912
Cary Street Partners Investment Advisory
Virginia
$1.57M +$147K +345 +10%
SIA
913
Schechter Investment Advisors
Michigan
$1.57M +$84.7K +199 +6%
CIG
914
Cullen Investment Group
Louisiana
$1.54M +$72.4K +170 +5%
HAG
915
HighPoint Advisor Group
Illinois
$1.54M +$50.1K +117 +3%
BTW
916
Boston Trust Walden
Massachusetts
$1.53M
IWC
917
Integrated Wealth Concepts
Massachusetts
$1.53M +$129K +303 +9%
GC
918
Guardian Capital
Ontario, Canada
$1.53M +$160K +375 +12%
TW
919
Transform Wealth
Colorado
$1.52M +$851 +2 +0.1%
SFA
920
Souders Financial Advisors
Ohio
$1.52M -$3.4K -8 -0.2%
HSA
921
HBK Sorce Advisory
Pennsylvania
$1.52M +$51.9K +122 +4%
OC
922
Oppenheimer & Co
New York
$1.52M -$194K -455 -11%
QCG
923
Quadrant Capital Group
Ohio
$1.5M +$4.68K +11 +0.3%
TAM
924
Tealwood Asset Management
Minnesota
$1.5M +$9.36K +22 +0.6%
WHCI
925
W.H. Cornerstone Investments
Massachusetts
$1.5M -$21.3K -50 -1%