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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 %
BWP
1101
Balboa Wealth Partners
Arizona
$789K -$3.83K -9 -0.5%
TW
1102
TrinityPoint Wealth
Connecticut
$787K -$4.68K -11 -0.6%
MW
1103
Marcum Wealth
Ohio
$781K -$7.23K -17 -0.9%
NW
1104
NewEdge Wealth
Pennsylvania
$780K +$16.3K +39 +2%
9WM
1105
9258 Wealth Management
Ohio
$779K +$31.1K +73 +4%
RWM
1106
Revisor Wealth Management
Ohio
$776K +$468K +1,080 +151%
MCI
1107
MRP Capital Investments
Georgia
$775K +$775K +1,821 New
RCM
1108
Radnor Capital Management
Pennsylvania
$773K
WSTAM
1109
Wilbanks Smith & Thomas Asset Management
Virginia
$772K +$1.28K +3 +0.2%
MWP
1110
Meridian Wealth Partners
Pennsylvania
$771K +$8.09K +19 +1%
TAM
1111
Trillium Asset Management
Massachusetts
$768K -$106K -250 -12%
EAM
1112
Eagle Asset Management
Florida
$761K +$540K +1,264 +244%
GAM
1113
Griffin Asset Management
New York
$759K
IIM
1114
Ironwood Investment Management
Massachusetts
$758K +$411K +966 +118%
CM
1115
Columbus Macro
Pennsylvania
$757K -$50.6K -119 -6%
NP
1116
Ninepoint Partners
Ontario, Canada
$756K
WC
1117
Woodstock Corp
Massachusetts
$753K -$16.6K -39 -2%
CI
1118
CX Institutional
Indiana
$751K -$34.5K -81 -4%
FAIM
1119
Financial Advocates Investment Management
Washington
$750K -$35.3K -83 -4%
MLA
1120
My Legacy Advisors
Oregon
$749K +$31.5K +74 +4%
SB
1121
Sunflower Bank
Texas
$747K +$12.3K +29 +2%
JCM
1122
Jacobsen Capital Management
Utah
$745K
MCM
1123
Mendel Capital Management
Arkansas
$742K +$851 +2 +0.1%
AWM
1124
Aspire Wealth Management
Massachusetts
$740K
DA
1125
Duality Advisers
Florida
$733K +$733K +1,723 New