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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 %
CCA
1001
Conestoga Capital Advisors
Pennsylvania
$1.15M
JCM
1002
Jacobi Capital Management
Pennsylvania
$1.15M +$25.1K +59 +2%
PBCM
1003
Point Break Capital Management
Florida
$1.15M +$491K +1,154 +75%
PK
1004
Pflug Koory
Nebraska
$1.14M
NS
1005
NBC Securities
Alabama
$1.11M -$9.44K -22 -0.8%
MFGM
1006
Marshall Financial Group (Maryland)
Maryland
$1.11M -$6.38K -15 -0.6%
LOAMU
1007
Lombard Odier Asset Management (USA)
New York
$1.11M +$596K +1,400 +117%
ACA
1008
Aptus Capital Advisors
Alabama
$1.1M +$200K +470 +22%
TWM
1009
Thrive Wealth Management
Pennsylvania
$1.1M +$37.4K +88 +4%
PA
1010
Pinnacle Associates
New York
$1.1M +$26.4K +62 +2%
FRM
1011
Fox Run Management
Connecticut
$1.09M +$1.09M +2,564 New
SC
1012
Syon Capital
California
$1.09M -$816K -1,917 -43%
DWP
1013
Daymark Wealth Partners
Ohio
$1.09M +$10.6K +25 +1%
CHC
1014
City Holding Co
West Virginia
$1.08M +$111K +261 +11%
RWB
1015
RMR Wealth Builders
New Jersey
$1.08M +$188K +442 +21%
FLPIM
1016
F.L. Putnam Investment Management
Massachusetts
$1.08M -$21.3K -50 -2%
WI
1017
Wintrust Investments
Illinois
$1.08M +$30.6K +72 +3%
BCM
1018
BluePath Capital Management
Georgia
$1.07M +$8.08K +19 +0.8%
OWA
1019
Outlook Wealth Advisors
Texas
$1.07M
ECM
1020
Evergreen Capital Management
Washington
$1.06M -$174K -410 -14%
FFM
1021
Forum Financial Management
Illinois
$1.06M -$425 -1 -0%
BFM
1022
Boothbay Fund Management
New York
$1.05M +$236K +554 +29%
FA
1023
Faithward Advisors
Pennsylvania
$1.05M +$261K +614 +33%
WIA
1024
World Investment Advisors
California
$1.05M -$355K -703 -25%
GJWM
1025
Gilliland Jeter Wealth Management
Arkansas
$1.04M -$49.8K -117 -5%