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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 %
MWM
926
Mission Wealth Management
California
$1.48M +$616K +1,449 +71%
ONB
927
Old National Bancorp
Indiana
$1.48M -$256K -601 -15%
SFG
928
Snider Financial Group
Washington
$1.48M +$194K +456 +15%
WA
929
Wealth Alliance
New York
$1.46M -$124K -292 -8%
RMDI
930
R.M. Davis Inc
Maine
$1.46M -$36.6K -86 -2%
RMCM
931
Reynders McVeigh Capital Management
Massachusetts
$1.46M -$2.13K -5 -0.1%
VFA
932
Voya Financial Advisors
Connecticut
$1.46M -$64.3K -152 -4%
QWM
933
Quadcap Wealth Management
Texas
$1.46M -$91.5K -215 -6%
FFA
934
Farther Finance Advisors
California
$1.45M -$507K -1,186 -26%
NPA
935
Nichols & Pratt Advisers
Massachusetts
$1.44M -$176K -414 -11%
CI
936
Cigna Investments
Connecticut
$1.44M -$24.2K -57 -2%
BHPW
937
Beverly Hills Private Wealth
California
$1.42M -$92.3K -217 -6%
FPCP
938
Fort Point Capital Partners
California
$1.41M -$44.7K -105 -3%
RAM
939
Readystate Asset Management
Illinois
$1.39M +$1.39M +3,271 New
MWS
940
Maxwell Wealth Strategies
California
$1.39M +$1.39M +3,297 New
FFO
941
Fiduciary Family Office
Florida
$1.38M -$45.5K -107 -3%
SC
942
Savant Capital
Illinois
$1.38M -$233K -548 -14%
TCM
943
Teza Capital Management
Illinois
$1.38M +$787K +1,849 +133%
CB
944
Cadence Bank
Mississippi
$1.38M -$45.1K -106 -3%
WPC
945
Wedmont Private Capital
Pennsylvania
$1.37M +$36.1K +83 +3%
AIM
946
Anchor Investment Management
South Carolina
$1.37M -$15.7K -37 -1%
CAG
947
Csenge Advisory Group
Florida
$1.37M -$54.5K -128 -4%
AWC
948
Abundance Wealth Counselors
Pennsylvania
$1.36M +$41.7K +98 +3%
RWA
949
River Wealth Advisors
Pennsylvania
$1.36M -$12.3K -29 -0.9%
WSFS
950
Wilmington Savings Fund Society
Delaware
$1.35M +$1.35M +3,171 New