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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 %
FG
1051
Foster Group
Iowa
$942K -$32.8K -77 -3%
SW
1052
SlateStone Wealth
Florida
$941K +$941K +2,212 New
CA
1053
Commerzbank Aktiengesellschaft
Germany
$934K +$526K +1,236 +129%
BIG
1054
Brooklyn Investment Group
New York
$932K -$51.7K -121 -5%
QWP
1055
Quotient Wealth Partners
Texas
$931K -$241K -567 -21%
Members Trust
1056
Members Trust
Florida
$928K -$32.8K -77 -3%
SWP
1057
Strategic Wealth Partners
Ohio
$927K +$114K +268 +14%
LC
1058
Lindbrook Capital
California
$924K +$16.6K +39 +2%
CA
1059
Claro Advisors
Massachusetts
$919K +$81.7K +192 +10%
CT
1060
Colonial Trust
South Carolina
$918K -$1.7K -4 -0.2%
GFP
1061
Gryphon Financial Partners
Ohio
$917K -$84.7K -199 -8%
HT
1062
Heritage Trust
Oklahoma
$916K -$17.9K -42 -2%
FAM
1063
Formidable Asset Management
Ohio
$914K +$25.5K +60 +3%
FC
1064
Forte Capital
New York
$912K +$84.3K +198 +10%
SL
1065
Sonnipe Ltd
Isle Of Man
$910K
CAMG
1066
CWA Asset Management Group
Florida
$909K -$97.4K -229 -10%
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$906K -$14.9K -35 -2%
KHCM
1068
Kirtland Hills Capital Management
Ohio
$906K +$906K +2,111 New
FIA
1069
Foundations Investment Advisors
Arizona
$898K -$13.2K -31 -1%
AMCA
1070
Arthur M. Cohen & Associates
Illinois
$897K +$17K +40 +2%
CFFP
1071
Center for Financial Planning
Michigan
$897K +$46.8K +110 +6%
MC
1072
Moors & Cabot
Massachusetts
$878K +$61.3K +144 +8%
AWM
1073
Axxcess Wealth Management
California
$876K +$342K +805 +64%
DCM
1074
Dimension Capital Management
Florida
$873K +$51.9K +122 +6%
MPW
1075
Monterey Private Wealth
California
$871K +$1.7K +4 +0.2%