SPGI icon

S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
OHWP
1151
Oak Harbor Wealth Partners
North Carolina
$683K +$3.12K +7 +0.5%
CA
1152
Continuum Advisory
Idaho
$680K +$5.8K +13 +0.9%
PA
1153
Prossimo Advisors
California
$679K +$84.7K +190 +14%
QWP
1154
Quotient Wealth Partners
Texas
$676K -$300K -673 -31%
HW
1155
Hancock Whitney
Mississippi
$676K -$2.23K -5 -0.3%
PCM
1156
Penserra Capital Management
California
$675K +$9.36K +21 +1%
PFG
1157
PAX Financial Group
Texas
$675K -$13.4K -30 -2%
BI
1158
BlueSpruce Investments
Illinois
$674K +$674K +1,511 New
ST
1159
Spinnaker Trust
Maine
$670K
CCM
1160
Campbell Capital Management
Florida
$669K +$669K +1,500 New
ITFISA
1161
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$669K
RZH
1162
Relyea Zuckerberg Hanson
Connecticut
$667K +$40.1K +90 +6%
NRW
1163
Nova R Wealth
Kansas
$665K
C
1164
Certuity
Florida
$665K -$23.6K -53 -3%
MCA
1165
Magnolia Capital Advisors
Mississippi
$664K -$249K -558 -27%
ACI
1166
Alpha Cubed Investments
California
$663K +$11.2K +25 +2%
HPM
1167
Hoxton Planning & Management
West Virginia
$663K +$11.2K +25 +2%
PPC
1168
Park Place Capital
Alabama
$663K +$180K +403 +37%
TF
1169
Threadgill Financial
Texas
$662K +$37.5K +84 +6%
CPW
1170
Crestmont Private Wealth
Texas
$659K +$100K +225 +18%
FMWA
1171
Forvis Mazars Wealth Advisors
Missouri
$652K +$380K +852 +139%
OWP
1172
Obermeyer Wealth Partners
Colorado
$652K +$206K +461 +46%
MGIA
1173
Moneta Group Investment Advisors
Missouri
$650K +$58.4K +131 +10%
VCA
1174
Verdence Capital Advisors
Maryland
$649K +$14.7K +33 +2%
NHT
1175
New Hampshire Trust
New Hampshire
$646K