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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 %
OWA
1076
Outlook Wealth Advisors
Texas
$1.01M -$294K -570 -23%
FFO
1077
Fiduciary Family Office
Florida
$1.01M -$545K -1,055 -35%
SP
1078
Stonebrook Private
Michigan
$1.01M +$37.2K +72 +4%
FC
1079
Forte Capital
New York
$1.01M -$107K -208 -10%
AC
1080
Avestar Capital
New York
$1M +$73.9K +143 +8%
DCM
1081
Dimension Capital Management
Florida
$1M +$3.1K +6 +0.3%
FCM
1082
FJ Capital Management
Virginia
$1M +$392K +758 +64%
PMA
1083
Prudent Man Advisors
Illinois
$998K +$169K +327 +20%
HCM
1084
Howard Capital Management
Georgia
$996K +$996K +1,928 New
9WM
1085
9258 Wealth Management
Ohio
$994K +$1.03K +2 +0.1%
TC
1086
Trium Capital
United Kingdom
$988K -$1.31M -2,541 -57%
CP
1087
CenterBook Partners
Connecticut
$987K +$987K +1,911 New
SQA
1088
Simon Quick Advisors
New Jersey
$985K +$97.6K +189 +11%
WPW
1089
Waldron Private Wealth
Pennsylvania
$977K +$7.75K +15 +0.8%
MW
1090
Marcum Wealth
Ohio
$974K -$517 -1 -0.1%
WA
1091
Waverly Advisors
Alabama
$973K -$94K -182 -9%
GWAM
1092
Guardian Wealth Advisors (Minnesota)
Minnesota
$973K -$6.2K -12 -0.6%
RCA
1093
Roberts Capital Advisors
Colorado
$968K
ECA
1094
Elevated Capital Advisors
Utah
$968K +$16K +31 +2%
GWM
1095
Geneos Wealth Management
Colorado
$955K +$893K +1,729 +1,429%
FAIM
1096
Financial Advocates Investment Management
Washington
$955K -$17.6K -34 -2%
PPWP
1097
Premier Path Wealth Partners
New Jersey
$954K +$5.17K +10 +0.5%
RIA
1098
Realta Investment Advisors
Delaware
$951K +$951K +1,802 New
LCM
1099
Landscape Capital Management
New Jersey
$950K -$1.1M -2,133 -54%
MWP
1100
Meridian Wealth Partners
Pennsylvania
$945K -$3.1K -6 -0.3%