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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 %
BHWM
1026
Bar Harbor Wealth Management
New Hampshire
$1.03M -$4.46K -10 -0.4%
SIM
1027
Sentry Investment Management
Wisconsin
$1.03M -$211K -474 -17%
RAM
1028
Ramirez Asset Management
New York
$1.02M +$383K +858 +60%
MF
1029
Magnetar Financial
Illinois
$1.02M -$3.47M -7,779 -77%
LIG
1030
Lokken Investment Group
Delaware
$1.01M +$128K +287 +14%
GA
1031
GSG Advisors
New Jersey
$1.01M – – –
IIM
1032
Intact Investment Management
Quebec, Canada
$1.01M +$294K +660 +41%
CT
1033
Colonial Trust
South Carolina
$1M +$37.9K +85 +4%
FG
1034
Foster Group
Iowa
$999K +$11.2K +25 +1%
BCM
1035
Bancreek Capital Management
California
$987K -$5.41M -12,140 -85%
PJSIMP
1036
P.J. Schmidt Investment Management (PJS)
Wisconsin
$970K -$39.7K -89 -4%
Members Trust
1037
Members Trust
Florida
$968K -$4.91K -11 -0.5%
BCM
1038
BluePath Capital Management
Georgia
$966K -$152K -340 -14%
MPW
1039
Monterey Private Wealth
California
$966K +$52.6K +118 +6%
SW
1040
SlateStone Wealth
Florida
$963K -$23.6K -53 -2%
FC
1041
Forte Capital
New York
$962K +$6.25K +14 +0.7%
RCAG
1042
Rehmann Capital Advisory Group
Michigan
$960K +$9.82K +22 +1%
IBOK
1043
Independence Bank of Kentucky
Kentucky
$960K +$78.1K +175 +9%
FIA
1044
Foundations Investment Advisors
Arizona
$951K +$9.81K +22 +1%
IWM
1045
IHT Wealth Management
Illinois
$950K +$40.2K +89 +4%
LC
1046
Lindbrook Capital
California
$947K -$21.4K -48 -2%
CA
1047
Claro Advisors
Massachusetts
$946K -$17.4K -39 -2%
KHCM
1048
Kirtland Hills Capital Management
Ohio
$942K +$892 +2 +0.1%
CFFP
1049
Center for Financial Planning
Michigan
$940K – – –
BIG
1050
Brooklyn Investment Group
New York
$932K – – –
40 41
42
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