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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 %
EML
1126
Eos Management LP
New York
$733K +$733K +1,722 New
EFL
1127
ERn Financial LLC
Wisconsin
$732K -$281K -661 -28%
WPC
1128
Waters Parkerson & Co
Louisiana
$730K +$6.39K +15 +0.9%
TPCW
1129
TD Private Client Wealth
New York
$728K -$11.9K -28 -2%
OWA
1130
Opal Wealth Advisors
New York
$725K +$5.11K +12 +0.7%
CWM
1131
Circle Wealth Management
New Jersey
$725K +$37.9K +89 +6%
WA
1132
Waverly Advisors
Alabama
$725K +$410K +964 +130%
FMLI
1133
Fukoku Mutual Life Insurance
Japan
$723K
IDBONY
1134
Israel Discount Bank of New York
New York
$723K
FDCP
1135
Foster Dykema Cabot & Partners
Massachusetts
$722K
VEA
1136
Virtus ETF Advisers
New York
$722K +$722K +1,697 New
IFWM
1137
Institute for Wealth Management
Colorado
$721K +$222K +521 +44%
PP
1138
PDS Planning
Ohio
$717K +$34.9K +82 +5%
FCP
1139
Fidelis Capital Partners
Florida
$715K +$30.6K +72 +4%
AIM
1140
Arcadia Investment Management
Michigan
$715K
SP
1141
Stonebrook Private
Michigan
$710K +$58.3K +137 +9%
DTC
1142
Davidson Trust Company
Washington
$710K -$26K -61 -4%
AC
1143
Avestar Capital
New York
$706K +$97K +228 +16%
BIC
1144
Beach Investment Counsel
Pennsylvania
$705K
IWA
1145
Icon Wealth Advisors
Texas
$700K +$565K +1,328 +419%
FI
1146
Financial Insights
Washington
$699K -$100K -235 -13%
ECA
1147
Elevated Capital Advisors
Utah
$697K +$44.7K +105 +7%
BWM
1148
Baron Wealth Management
Michigan
$693K +$1.28K +3 +0.2%
PPWP
1149
Premier Path Wealth Partners
New Jersey
$691K -$16.2K -38 -2%
CW
1150
CreativeOne Wealth
Kansas
$690K +$347K +815 +101%