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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 %
BC
1051
Bowman & Company
Wisconsin
$927K +$51.4K +115 +6%
EH
1052
Equitable Holdings
New York
$923K +$52.6K +118 +6%
WA
1053
Waverly Advisors
Alabama
$921K +$161K +362 +21%
NAM
1054
NorthCrest Asset Manangement
Minnesota
$918K +$29K +65 +3%
PD
1055
Point72 (DIFC)
United Arab Emirates
$916K -$19M -42,698 -95%
CCA
1056
Conestoga Capital Advisors
Pennsylvania
$914K -$291K -652 -24%
TFS
1057
Thoroughbred Financial Services
Tennessee
$911K +$911K +2,044 New
MP
1058
McDonald Partners
Ohio
$900K +$29K +65 +3%
VEA
1059
Virtus ETF Advisers
New York
$889K +$132K +296 +17%
GFP
1060
Gryphon Financial Partners
Ohio
$882K -$79.4K -178 -8%
IAS
1061
Insigneo Advisory Services
Florida
$879K +$140K +297 +19%
FCM
1062
Fortis Capital Management
Washington
$870K -$3.33M -7,459 -79%
DCM
1063
Dimension Capital Management
Florida
$864K -$50.8K -114 -6%
TAM
1064
Townsend Asset Management
North Carolina
$862K – – –
9WM
1065
9258 Wealth Management
Ohio
$858K +$41K +92 +5%
LCWP
1066
Legacy Capital Wealth Partners
Arkansas
$857K +$857K +1,922 New
AF
1067
Allworth Financial
California
$857K +$108K +225 +14%
FW
1068
FullCircle Wealth
Texas
$852K +$852K +1,768 New
GWAM
1069
Guardian Wealth Advisors (Minnesota)
Minnesota
$845K -$17.4K -39 -2%
SPC
1070
Sigma Planning Corp
Michigan
$842K – – –
HH
1071
Hilltop Holdings
Texas
$842K -$1.01M -2,270 -55%
MW
1072
Marcum Wealth
Ohio
$842K +$23.2K +52 +3%
CI
1073
Conning Inc
Connecticut
$839K +$7.58K +17 +0.9%
FAIM
1074
Financial Advocates Investment Management
Washington
$839K +$53.5K +120 +7%
SP
1075
Stonebrook Private
Michigan
$838K +$94.1K +211 +13%
41 42
43
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