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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 %
GJWM
1001
Gilliland Jeter Wealth Management
Arkansas
$1.1M +$892 +2 +0.1%
TSMHT
1002
Thurston Springer Miller Herd & Titak
Indiana
$1.09M +$1.09M +2,449 New
TP
1003
Tranquility Partners
Tennessee
$1.09M +$62.4K +140 +6%
DS
1004
DRW Securities
Illinois
$1.08M -$1.3M -2,930 -55%
CAL
1005
Capital Analysts LLC
Pennsylvania
$1.08M -$6.24K -14 -0.6%
LC
1006
Lincoln Capital
Nebraska
$1.07M – – –
PS
1007
Principal Securities
Iowa
$1.07M -$260K -583 -20%
CAS
1008
CTC Alternative Strategies
Illinois
$1.07M +$1.07M +2,400 New
MHS
1009
M Holdings Securities
Oregon
$1.06M +$1.06M +2,386 New
SWP
1010
Strategic Wealth Partners
Ohio
$1.06M +$90.5K +203 +9%
RPC
1011
Rossmore Private Capital
Connecticut
$1.06M +$3.12K +7 +0.3%
PWM
1012
Palumbo Wealth Management
New York
$1.06M +$2.23K +5 +0.2%
SFP
1013
Shepherd Financial Partners
Massachusetts
$1.06M -$2.68K -6 -0.3%
BFA
1014
Beaumont Financial Advisors
Massachusetts
$1.06M -$19.2K -43 -2%
WP
1015
Westmount Partners
California
$1.05M – – –
HR
1016
Howe & Rusling
New York
$1.05M +$3.12K +7 +0.3%
CGA
1017
Channing Global Advisors
Florida
$1.05M – – –
HFA
1018
Harbert Fund Advisors
Alabama
$1.05M -$290K -650 -22%
AMCA
1019
Arthur M. Cohen & Associates
Illinois
$1.04M +$104K +233 +11%
PA
1020
Pinnacle Associates
New York
$1.04M -$110K -246 -10%
MADR
1021
Milestones Administradora de Recursos
Brazil
$1.04M +$1.04M +2,330 New
SAM
1022
Smartleaf Asset Management
Massachusetts
$1.04M +$188K +419 +22%
AWP
1023
Accretive Wealth Partners
New Jersey
$1.04M -$3.57K -8 -0.3%
FNC
1024
First National Corp
Massachusetts
$1.04M – – –
MC
1025
Moors & Cabot
Massachusetts
$1.03M +$114K +256 +12%
39 40
41
42 43