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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 %
PWPS
951
Pinnacle Wealth Planning Services
Ohio
$1.31M -$25.9K -58 -2%
GAG
952
GM Advisory Group
New York
$1.3M -$2.68K -6 -0.2%
UAS
953
United Asset Strategies
New York
$1.3M +$276K +619 +27%
TCOO
954
Trust Company of Oklahoma
Oklahoma
$1.3M -$25.9K -58 -2%
GA
955
Geller Advisors
New York
$1.3M +$6.24K +14 +0.5%
AF
956
Advisornet Financial
Minnesota
$1.28M -$9.81K -22 -0.8%
JCM
957
Jacobi Capital Management
Pennsylvania
$1.28M +$73.6K +165 +6%
HCM
958
Highview Capital Management
Illinois
$1.27M +$18.7K +42 +1%
VWM
959
Venturi Wealth Management
Texas
$1.27M -$47.7K -107 -4%
KWM
960
Keebeck Wealth Management
Illinois
$1.25M -$58.9K -132 -4%
ACA
961
Aptus Capital Advisors
Alabama
$1.25M +$95.9K +215 +8%
QPBE
962
Quintet Private Bank (Europe)
Luxembourg
$1.25M +$605K +1,178 +94%
TSS
963
Two Sigma Securities
New York
$1.25M -$1.32M -2,964 -51%
PI
964
PFG Investments
New York
$1.24M +$651K +1,460 +111%
ISL
965
Ingalls & Snyder LLC
New York
$1.23M – – –
ECM
966
Evergreen Capital Management
Washington
$1.23M +$113K +254 +10%
ECM
967
Exchange Capital Management
Michigan
$1.23M -$40.1K -90 -3%
QI
968
Qtron Investments
Massachusetts
$1.22M – – –
CA
969
Commerzbank Aktiengesellschaft
Germany
$1.22M +$237K +531 +24%
AAF
970
Andra AP-fonden
Sweden
$1.21M +$1.21M +2,712 New
LA
971
LVW Advisors
New York
$1.21M +$572K +1,283 +90%
SC
972
Syon Capital
California
$1.2M +$55.8K +125 +5%
LF
973
Lee Financial
Texas
$1.2M -$66.5K -149 -5%
GSEP
974
Golden State Equity Partners
California
$1.2M +$1.2M +2,684 New
Parallax Volatility Advisers
975
Parallax Volatility Advisers
California
$1.2M -$61.5K -138 -5%
37 38
39
40 41