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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 %
WS
976
Wedbush Securities
California
$1.19M -$745K -1,671 -39%
LFRG
977
Lazard Frères Gestion
France
$1.19M +$128K +330 +12%
RI
978
Redwood Investments
Massachusetts
$1.18M -$101K -244 -8%
CHC
979
City Holding Co
West Virginia
$1.18M +$44.6K +100 +4%
FCP
980
Fidelis Capital Partners
Florida
$1.18M +$374K +783 +47%
AWM
981
Axxcess Wealth Management
California
$1.18M +$260K +582 +28%
BB
982
Bell Bank
North Dakota
$1.17M -$244K -547 -17%
FA
983
Faithward Advisors
Pennsylvania
$1.15M +$50.8K +114 +5%
CGL
984
Clarius Group LLC
Washington
$1.15M -$56.6K -127 -5%
FLPIM
985
F.L. Putnam Investment Management
Massachusetts
$1.15M +$13.4K +30 +1%
MFGM
986
Marshall Financial Group (Maryland)
Maryland
$1.15M -$17.8K -40 -2%
BCM
987
Barden Capital Management
Texas
$1.14M +$1.14M +2,560 New
WC
988
Waterloo Capital
Texas
$1.14M +$774K +1,735 +212%
LGF
989
LGT Group Foundation
Liechtenstein
$1.14M +$122K +274 +12%
SFCL
990
Strengthening Families & Communities LLC
Massachusetts
$1.13M +$54.4K +122 +5%
BAAM
991
Baker Avenue Asset Management
California
$1.13M +$729K +1,634 +180%
STA
992
Summit Trail Advisors
New York
$1.13M +$112K +250 +11%
OWA
993
Outlook Wealth Advisors
Texas
$1.13M +$8.92K +20 +0.8%
GI
994
GAMMA Investing
California
$1.12M +$269K +604 +32%
WI
995
Wintrust Investments
Illinois
$1.12M -$10.3K -23 -0.9%
SPC
996
Spirepoint Private Client
Florida
$1.12M +$77.2K +173 +7%
FFM
997
Forum Financial Management
Illinois
$1.12M +$4.46K +10 +0.4%
DWP
998
Daymark Wealth Partners
Ohio
$1.11M -$31.2K -70 -3%
CWS
999
Confluence Wealth Services
Pennsylvania
$1.11M +$119K +266 +12%
NS
1000
NBC Securities
Alabama
$1.1M -$60.2K -135 -5%
38 39
40
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