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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 %
EFG
1101
Everhart Financial Group
Ohio
$794K +$132K +295 +20%
CM
1102
Columbus Macro
Pennsylvania
$793K -$6.74K -15 -0.8%
GAM
1103
Griffin Asset Management
New York
$792K -$3.12K -7 -0.4%
TW
1104
TritonPoint Wealth
Maryland
$786K -$66K -148 -8%
IIM
1105
Ironwood Investment Management
Massachusetts
$784K -$11.2K -25 -1%
PWMG
1106
Prestige Wealth Management Group
New Jersey
$783K +$321K +719 +69%
EFM
1107
E Fund Management
China
$783K +$566K +1,269 +261%
JFGIW
1108
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$781K +$318K +714 +69%
OWA
1109
Opal Wealth Advisors
New York
$781K +$20.5K +46 +3%
LAS
1110
LWM Advisory Services
Florida
$779K +$465K +1,719 +148%
WC
1111
Woodstock Corp
Massachusetts
$777K -$11.6K -26 -1%
EFL
1112
ERn Financial LLC
Wisconsin
$776K +$8.92K +20 +1%
JCM
1113
Jacobsen Capital Management
Utah
$776K -$5.35K -12 -0.7%
AWM
1114
Aspire Wealth Management
Massachusetts
$776K – – –
AWA
1115
Arkadios Wealth Advisors
Georgia
$771K +$73.6K +165 +11%
CG
1116
Cynosure Group
Utah
$770K +$62K +139 +9%
SQA
1117
Simon Quick Advisors
New Jersey
$766K +$124K +279 +19%
LCM
1118
Legato Capital Management
California
$765K -$256K -575 -25%
SFSG
1119
Sound Financial Strategies Group
Mississippi
$762K +$450K +1,009 +144%
FMLI
1120
Fukoku Mutual Life Insurance
Japan
$758K – – –
IDBONY
1121
Israel Discount Bank of New York
New York
$758K – – –
WPC
1122
Waters Parkerson & Co
Louisiana
$758K -$6.69K -15 -0.9%
FDCP
1123
Foster Dykema Cabot & Partners
Massachusetts
$757K – – –
MCM
1124
Mendel Capital Management
Arkansas
$757K -$20.5K -46 -3%
FFS
1125
Founders Financial Securities
Maryland
$752K +$29.4K +66 +4%
43 44
45
46 47