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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 %
BC
1026
Bowman & Company
Wisconsin
$1.19M +$116K +224 +11%
RAM
1027
Ramirez Asset Management
New York
$1.19M
GA
1028
GSG Advisors
New Jersey
$1.18M +$17.9K +35 +2%
LGA
1029
Lebenthal Global Advisors
New York
$1.17M +$1.17M +2,272 New
SFP
1030
Shepherd Financial Partners
Massachusetts
$1.17M -$53.7K -104 -4%
IIM
1031
Intact Investment Management
Quebec, Canada
$1.17M
FCM
1032
Fortis Capital Management
Washington
$1.16M +$153K +297 +15%
BWM
1033
Brophy Wealth Management
New Hampshire
$1.16M +$1.16M +2,236 New
HR
1034
Howe & Rusling
New York
$1.15M -$69.2K -134 -6%
FIA
1035
Foundations Investment Advisors
Arizona
$1.15M +$49.1K +95 +4%
WIM
1036
Waverton Investment Management
United Kingdom
$1.14M -$1.42M -2,755 -56%
CAMG
1037
CWA Asset Management Group
Florida
$1.13M +$1.13M +2,188 New
LC
1038
Lindbrook Capital
California
$1.13M +$28.4K +55 +3%
EFG
1039
Everhart Financial Group
Ohio
$1.12M +$202K +391 +22%
MPW
1040
Monterey Private Wealth
California
$1.12M +$1.55K +3 +0.1%
Members Trust
1041
Members Trust
Florida
$1.12M -$1.55K -3 -0.1%
FG
1042
Foster Group
Iowa
$1.12M -$39.8K -77 -3%
KA
1043
Kerrisdale Advisers
Florida
$1.12M -$4.83M -9,343 -81%
IBOK
1044
Independence Bank of Kentucky
Kentucky
$1.11M +$3.1K +6 +0.3%
SW
1045
SlateStone Wealth
Florida
$1.11M -$2.58K -5 -0.2%
PA
1046
Pinnacle Associates
New York
$1.11M +$81.1K +184 +8%
BC
1047
Bridgefront Capital
Texas
$1.11M +$1.11M +2,143 New
NWM
1048
Napa Wealth Management
California
$1.1M +$1.1M +2,131 New
PJSIMP
1049
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.09M -$28.4K -55 -3%
PK
1050
Pflug Koory
Nebraska
$1.09M +$1.09M +2,118 New