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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 %
JWM
951
JPL Wealth Management
Colorado
$1.35M +$249K +585 +23%
BB
952
Bell Bank
North Dakota
$1.35M -$196K -460 -13%
SF
953
Summit Financial
New Jersey
$1.35M -$42.1K -99 -3%
HI
954
Handelsinvest Investeringsforvaltning
Denmark
$1.35M -$243K -571 -15%
NFG
955
Nations Financial Group
Iowa
$1.33M +$966K +2,270 +264%
AIA
956
AIMZ Investment Advisors
California
$1.33M +$1.33M +3,122 New
CNBT
957
Canandaigua National Bank & Trust
New York
$1.32M -$425 -1 -0%
TNB
958
Thomasville National Bank
Georgia
$1.32M -$2.24M -5,270 -63%
CCA
959
Checchi Capital Advisers
California
$1.32M +$5.96K +14 +0.5%
WWM
960
Western Wealth Management
Colorado
$1.31M +$90.6K +213 +7%
DWT
961
Dorsey & Whitney Trust
South Dakota
$1.31M +$12.8K +30 +1%
TPW
962
Transatlantique Private Wealth
New York
$1.3M
CVA
963
Central Valley Advisors
California
$1.3M +$131K +307 +11%
RVPG
964
Relative Value Partners Group
$1.29M +$448 +1 +0%
GM
965
GeoWealth Management
Illinois
$1.29M +$485K +1,141 +60%
SW
966
SteelPeak Wealth
California
$1.28M +$3.4K +8 +0.3%
BJL
967
Brighton Jones LLC
Washington
$1.28M -$42.1K -99 -3%
HFA
968
Harbert Fund Advisors
Alabama
$1.28M +$23.4K +55 +2%
JGGDR
969
JGP Global Gestao de Recursos
Brazil
$1.28M +$808K +1,900 +173%
PS
970
Principal Securities
Iowa
$1.27M -$359K -844 -22%
PWPS
971
Pinnacle Wealth Planning Services
Ohio
$1.27M -$24.7K -58 -2%
TCOO
972
Trust Company of Oklahoma
Oklahoma
$1.26M -$2.13K -5 -0.2%
TC
973
Trium Capital
United Kingdom
$1.26M +$1.26M +2,952 New
EWM
974
Empirical Wealth Management
Washington
$1.26M +$424K +997 +51%
VWM
975
Venturi Wealth Management
Texas
$1.25M -$131K -307 -9%