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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 %
HBS
1126
Howard Bailey Securities
Indiana
$880K +$880K +1,704 New
IDBONY
1127
Israel Discount Bank of New York
New York
$878K
WPC
1128
Waters Parkerson & Co
Louisiana
$878K
DT
1129
Diversified Trust
Tennessee
$873K +$254K +492 +41%
FW
1130
FullCircle Wealth
Texas
$872K +$10.2K +21 +1%
WLG
1131
Williamson Legacy Group
Indiana
$869K +$869K +1,682 New
PP
1132
PDS Planning
Ohio
$868K +$35.1K +68 +4%
AIM
1133
Arcadia Investment Management
Michigan
$868K
CP
1134
Covenant Partners
Tennessee
$867K +$50.6K +98 +6%
MCI
1135
MRP Capital Investments
Georgia
$866K -$63K -122 -7%
TF
1136
Threadgill Financial
Texas
$864K +$97.1K +188 +13%
FAM
1137
Formidable Asset Management
Ohio
$861K -$107K -208 -11%
SB
1138
Sunflower Bank
Texas
$859K -$2.07K -4 -0.2%
FNBT
1139
FineMark National Bank & Trust
Florida
$856K +$10.3K +20 +1%
PAS
1140
Point72 Asia (Singapore)
Singapore
$856K +$138K +267 +19%
JCM
1141
Jacobsen Capital Management
Utah
$853K -$46K -89 -5%
GA
1142
Geller Advisors
New York
$852K -$649K -1,256 -43%
MI
1143
Motiv8 Investments
Florida
$847K +$30K +58 +4%
LWAM
1144
Legacy Wealth Asset Management
Minnesota
$846K -$9.3K -18 -1%
JSSH
1145
J. Safra Sarasin Holding
$841K
SC
1146
Sepio Capital
Utah
$836K +$517 +1 +0.1%
SFSG
1147
Sound Financial Strategies Group
Mississippi
$830K -$52.7K -102 -6%
IFWM
1148
Institute for Wealth Management
Colorado
$829K -$1.03K -2 -0.1%
BIC
1149
Beach Investment Counsel
Pennsylvania
$827K
CG
1150
Cynosure Group
Utah
$826K -$66.6K -129 -7%