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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 %
BTW
901
Boston Trust Walden
Massachusetts
$1.58M -$22.3K -50 -1%
CVA
902
Central Valley Advisors
California
$1.58M +$42.7K +85 +3%
NP
903
NorthRock Partners
Minnesota
$1.57M +$283K +634 +22%
LOAME
904
Lombard Odier Asset Management (Europe)
United Kingdom
$1.56M +$1.56M +3,500 New
Wolverine Trading
905
Wolverine Trading
Illinois
$1.55M -$798K -1,790 -34%
HSA
906
HBK Sorce Advisory
Pennsylvania
$1.53M -$59.3K -133 -4%
VFA
907
Voya Financial Advisors
Connecticut
$1.53M -$18.4K -41 -1%
RMCM
908
Reynders McVeigh Capital Management
Massachusetts
$1.53M – – –
RMDI
909
R.M. Davis Inc
Maine
$1.53M -$2.23K -5 -0.1%
PTP
910
Platform Technology Partners
New York
$1.53M +$1.53M +3,422 New
JWM
911
JPL Wealth Management
Colorado
$1.52M +$111K +249 +8%
GCM
912
Geneva Capital Management
Wisconsin
$1.52M -$379K -850 -20%
NFG
913
Nations Financial Group
Iowa
$1.52M +$121K +271 +9%
OCA
914
Otter Creek Advisors
Florida
$1.52M -$1.43M -3,200 -48%
WA
915
Wealth Alliance
New York
$1.51M -$23.6K -53 -2%
Balyasny Asset Management
916
Balyasny Asset Management
Illinois
$1.5M -$2.28M -5,112 -60%
QCG
917
Quadrant Capital Group
Ohio
$1.49M -$76.3K -171 -5%
WHCI
918
W.H. Cornerstone Investments
Massachusetts
$1.49M -$80.7K -181 -5%
MWS
919
Maxwell Wealth Strategies
California
$1.48M +$5.8K +13 +0.4%
CAG
920
Csenge Advisory Group
Florida
$1.47M +$42.8K +96 +3%
NPA
921
Nichols & Pratt Advisers
Massachusetts
$1.46M -$44.6K -100 -3%
EWM
922
Empirical Wealth Management
Washington
$1.46M +$143K +321 +11%
FPCP
923
Fort Point Capital Partners
California
$1.46M -$17.4K -39 -1%
SAG
924
SageView Advisory Group
California
$1.45M +$1.45M +3,257 New
CI
925
Cigna Investments
Connecticut
$1.45M -$60.2K -135 -4%
35 36
37
38 39