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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 %
DTC
1076
Davidson Trust Company
Washington
$838K +$94.1K +211 +13%
WPW
1077
Waldron Private Wealth
Pennsylvania
$837K +$5.8K +13 +0.7%
FAM
1078
Formidable Asset Management
Ohio
$836K -$122K -274 -13%
BWM
1079
Baron Wealth Management
Michigan
$834K +$108K +242 +15%
TW
1080
TrinityPoint Wealth
Connecticut
$830K +$5.35K +12 +0.6%
BBP
1081
Banco BTG Pactual
Brazil
$824K +$434K +894 +111%
RSC
1082
Red Spruce Capital
Pennsylvania
$823K -$36.1K -81 -4%
ECA
1083
Elevated Capital Advisors
Utah
$822K +$90.5K +203 +12%
PPWP
1084
Premier Path Wealth Partners
New Jersey
$819K +$94.1K +211 +13%
MWP
1085
Meridian Wealth Partners
Pennsylvania
$819K +$10.7K +24 +1%
LIM
1086
Leavell Investment Management
Alabama
$812K +$188K +421 +30%
RCM
1087
Radnor Capital Management
Pennsylvania
$811K – – –
CI
1088
CX Institutional
Indiana
$807K +$20.5K +46 +3%
GL
1089
Graypoint LLC
New York
$807K +$107K +240 +15%
TAM
1090
Trillium Asset Management
Massachusetts
$805K – – –
MOS
1091
MGO One Seven
Ohio
$803K -$104K -234 -11%
AC
1092
Avestar Capital
New York
$803K +$63.3K +142 +9%
TPCW
1093
TD Private Client Wealth
New York
$803K +$39.7K +89 +5%
RIL
1094
Rothschild Investment LLC
Illinois
$803K +$608K +1,364 +313%
MCI
1095
MRP Capital Investments
Georgia
$802K -$10.3K -23 -1%
EP
1096
Edgestream Partners
New Jersey
$801K +$251K +563 +46%
CT
1097
Chicago Trust
Illinois
$799K -$112K -250 -12%
MLA
1098
My Legacy Advisors
Oregon
$799K +$13.4K +30 +2%
RCA
1099
Roberts Capital Advisors
Colorado
$797K – – –
DLA
1100
Douglas Lane & Associates
New York
$796K -$89.2K -200 -10%
42 43
44
45 46