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S&P Global

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
RIL
976
Rothschild Investment LLC
Illinois
$1.36M +$426K +825 +46%
WI
977
WBI Investments
New Jersey
$1.35M +$1.35M +2,622 New
SCM
978
Sirios Capital Management
Massachusetts
$1.35M -$2.17M -4,206 -62%
SWP
979
Strategic Wealth Partners
Ohio
$1.35M +$117K +227 +10%
ST
980
Sageworth Trust
Pennsylvania
$1.34M +$1.34M +2,602 New
LIG
981
Lokken Investment Group
Delaware
$1.33M +$162K +314 +14%
APM
982
Advanced Portfolio Management
New York
$1.33M -$1.15M -2,229 -46%
MFGM
983
Marshall Financial Group (Maryland)
Maryland
$1.32M -$4.13K -8 -0.3%
BHPW
984
Beverly Hills Private Wealth
California
$1.32M -$303K -587 -19%
KIM
985
Kestra Investment Management
Texas
$1.32M +$1.32M +2,552 New
FLPIM
986
F.L. Putnam Investment Management
Massachusetts
$1.31M -$14.5K -28 -1%
FCP
987
Fidelis Capital Partners
Florida
$1.31M +$53.1K +104 +4%
CI
988
Conning Inc
Connecticut
$1.31M +$339K +656 +35%
IWM
989
IHT Wealth Management
Illinois
$1.31M +$230K +447 +21%
VWM
990
Venturi Wealth Management
Texas
$1.31M -$159K -307 -11%
SPC
991
Spirepoint Private Client
Florida
$1.31M +$8.27K +16 +0.6%
Parallax Volatility Advisers
992
Parallax Volatility Advisers
California
$1.3M -$83.7K -162 -6%
AT
993
American Trust
Kentucky
$1.3M +$563K +1,089 +76%
FFM
994
Forum Financial Management
Illinois
$1.29M
CA
995
Commerzbank Aktiengesellschaft
Germany
$1.29M -$114K -221 -8%
CGL
996
Clarius Group LLC
Washington
$1.29M -$39.7K -77 -3%
BIG
997
Brooklyn Investment Group
New York
$1.28M +$154K +299 +14%
SIM
998
Sentry Investment Management
Wisconsin
$1.27M +$77.5K +150 +6%
GJWM
999
Gilliland Jeter Wealth Management
Arkansas
$1.27M +$517 +1 +0%
DWP
1000
Daymark Wealth Partners
Ohio
$1.27M -$21.2K -41 -2%