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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 %
CAL
1026
Capital Analysts LLC
Pennsylvania
$1.04M +$14.5K +34 +1%
SFCL
1027
Strengthening Families & Communities LLC
Massachusetts
$1.03M +$186K +438 +22%
BFA
1028
Beaumont Financial Advisors
Massachusetts
$1.02M -$41.7K -98 -4%
LC
1029
Lincoln Capital
Nebraska
$1.02M -$77.9K -183 -7%
FNC
1030
First National Corp
Massachusetts
$1.02M
SFP
1031
Shepherd Financial Partners
Massachusetts
$1.01M +$57K +134 +6%
RPC
1032
Rossmore Private Capital
Connecticut
$1.01M +$3.83K +9 +0.4%
PWM
1033
Palumbo Wealth Management
New York
$1.01M +$2.13K +5 +0.2%
WP
1034
Westmount Partners
California
$1M
CGA
1035
Channing Global Advisors
Florida
$1M -$5.96K -14 -0.6%
HR
1036
Howe & Rusling
New York
$1M +$24.7K +58 +3%
SPC
1037
Spirepoint Private Client
Florida
$995K +$995K +2,338 New
LFRG
1038
Lazard Frères Gestion
France
$993K +$117K +320 +13%
AWP
1039
Accretive Wealth Partners
New Jersey
$992K -$6.38K -15 -0.6%
BPGAM
1040
BTG Pactual Global Asset Management
Bermuda
$992K +$992K +2,331 New
BHWM
1041
Bar Harbor Wealth Management
New Hampshire
$990K -$4.26K -10 -0.4%
TP
1042
Tranquility Partners
Tennessee
$981K +$3.4K +8 +0.3%
UAS
1043
United Asset Strategies
New York
$979K +$75.3K +177 +8%
LCM
1044
Legato Capital Management
California
$974K
LGF
1045
LGT Group Foundation
Liechtenstein
$969K -$3.35M -7,878 -78%
STA
1046
Summit Trail Advisors
New York
$968K +$99.1K +233 +11%
GA
1047
GSG Advisors
New Jersey
$967K -$4.26K -10 -0.4%
PJSIMP
1048
P.J. Schmidt Investment Management (PJS)
Wisconsin
$963K -$27.6K -65 -3%
TW
1049
TritonPoint Wealth
Maryland
$955K -$144K -288 -13%
CWS
1050
Confluence Wealth Services
Pennsylvania
$945K +$206K +485 +28%