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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 %
CT
1076
Chicago Trust
Illinois
$868K -$60K -141 -6%
MOS
1077
MGO One Seven
Ohio
$866K -$45.5K -107 -5%
BC
1078
Bridgefront Capital
Texas
$860K +$860K +2,022 New
BG
1079
Bollard Group
Massachusetts
$859K +$208K +490 +32%
IWM
1080
IHT Wealth Management
Illinois
$856K +$265K +623 +45%
NAM
1081
NorthCrest Asset Manangement
Minnesota
$848K -$13.6K -32 -2%
MCA
1082
Magnolia Capital Advisors
Mississippi
$845K +$87.9K +213 +12%
DLA
1083
Douglas Lane & Associates
New York
$845K +$13.6K +32 +2%
LIG
1084
Lokken Investment Group
Delaware
$843K +$80K +188 +10%
IBOK
1085
Independence Bank of Kentucky
Kentucky
$841K +$208K +490 +33%
BC
1086
Bowman & Company
Wisconsin
$835K +$1.71K +4 +0.2%
MP
1087
McDonald Partners
Ohio
$831K +$5.11K +12 +0.6%
EH
1088
Equitable Holdings
New York
$830K +$48.9K +115 +6%
LNC
1089
Lincoln National Corp
Pennsylvania
$823K +$145K +340 +21%
GWAM
1090
Guardian Wealth Advisors (Minnesota)
Minnesota
$823K +$8.08K +19 +1%
TAM
1091
Townsend Asset Management
North Carolina
$822K +$37K +87 +5%
MA
1092
Mezzasalma Advisors
New Jersey
$821K -$325K -765 -28%
RSC
1093
Red Spruce Capital
Pennsylvania
$819K +$57K +134 +7%
GI
1094
GAMMA Investing
California
$813K +$320K +751 +65%
CFM
1095
Catalyst Funds Management
Australia
$808K +$808K +1,900 New
SPC
1096
Sigma Planning Corp
Michigan
$803K +$303K +712 +61%
SAM
1097
Smartleaf Asset Management
Massachusetts
$800K +$237K +561 +42%
RCA
1098
Roberts Capital Advisors
Colorado
$797K +$797K +1,874 New
CI
1099
Conning Inc
Connecticut
$793K -$31.9K -75 -4%
WPW
1100
Waldron Private Wealth
Pennsylvania
$793K +$19.1K +45 +2%