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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 %
BFM
1126
Boothbay Fund Management
New York
$750K -$355K -797 -32%
AIM
1127
Arcadia Investment Management
Michigan
$749K – – –
SB
1128
Sunflower Bank
Texas
$743K -$39.7K -89 -5%
SIG
1129
Stonegate Investment Group
Alabama
$743K +$83K +186 +13%
LWAM
1130
Legacy Wealth Asset Management
Minnesota
$739K -$1.22M -2,736 -62%
EAM
1131
Eschler Asset Management
United Kingdom
$734K +$734K +1,645 New
FNBT
1132
FineMark National Bank & Trust
Florida
$730K +$45.5K +102 +7%
JSSH
1133
J. Safra Sarasin Holding
$726K +$726K +1,627 New
NW
1134
NewEdge Wealth
Pennsylvania
$725K -$109K -244 -13%
SC
1135
Sepio Capital
Utah
$721K -$446 -1 -0.1%
PP
1136
PDS Planning
Ohio
$719K -$32.6K -73 -4%
IFWM
1137
Institute for Wealth Management
Colorado
$716K -$39.7K -89 -5%
ACM
1138
Advisors Capital Management
New Jersey
$716K +$90.9K +204 +15%
PMA
1139
Prudent Man Advisors
Illinois
$716K +$25K +56 +4%
MA
1140
Mutual Advisors
Nebraska
$715K -$5.88K -12 -0.8%
BIC
1141
Beach Investment Counsel
Pennsylvania
$714K – – –
NP
1142
Ninepoint Partners
Ontario, Canada
$714K -$78.9K -177 -10%
OWA
1143
One Wealth Advisors
California
$708K +$23.4K +48 +3%
MI
1144
Motiv8 Investments
Florida
$706K +$89.2K +200 +14%
CP
1145
Covenant Partners
Tennessee
$705K – – –
IIC
1146
Ironwood Investment Counsel
Arizona
$705K +$3.57K +8 +0.5%
CBT
1147
CoreFirst Bank & Trust
Kansas
$700K -$10.7K -24 -2%
MIM
1148
Moseley Investment Management
Florida
$700K – – –
FBT
1149
First Bankers Trust
Kentucky
$698K +$48.2K +108 +7%
BMCM
1150
Bryn Mawr Capital Management
Pennsylvania
$689K +$8.92K +20 +1%
44 45
46
47 48