SPGI icon

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 %
JWCA
1176
J.W. Coons Advisors
Ohio
$644K – – –
KCM
1177
Kendall Capital Management
Maryland
$640K -$33.5K -75 -5%
SI
1178
Seeds Investor
New York
$639K +$175K +392 +38%
BWP
1179
Balboa Wealth Partners
Arizona
$639K -$189K -423 -23%
AT
1180
American Trust
Kentucky
$637K +$637K +1,429 New
NA
1181
Navellier & Associates
Nevada
$636K – – –
SMA
1182
Sage Mountain Advisors
Georgia
$630K +$171K +383 +37%
BFA
1183
Buttonwood Financial Advisors
Maryland
$630K -$5.8K -13 -0.9%
NHC
1184
Nicholas Hoffman & Company
Georgia
$629K +$3.12K +7 +0.5%
CWM
1185
Circle Wealth Management
New Jersey
$622K -$137K -308 -18%
PAS
1186
Point72 Asia (Singapore)
Singapore
$620K -$1.46M -3,278 -70%
HT
1187
Heritage Trust
Oklahoma
$620K -$340K -762 -35%
CCG
1188
Catalina Capital Group
California
$620K +$20.1K +45 +3%
RWPA
1189
Richard W. Paul & Associates
Michigan
$619K +$32.6K +73 +6%
LFAS
1190
Level Four Advisory Services
Texas
$618K +$83.4K +187 +16%
RA
1191
RiverPark Advisors
New York
$618K -$33.5K -75 -5%
TPI
1192
Trust Point Inc
Wisconsin
$617K -$50K -112 -7%
KP
1193
Keel Point
Alabama
$617K +$48K +98 +8%
NGA
1194
Naples Global Advisors
Florida
$613K – – –
BC
1195
Burney Company
Virginia
$609K +$25K +56 +4%
SMG
1196
Smart Money Group
Texas
$608K +$80K +165 +15%
HWMT
1197
Heritage Wealth Management (Texas)
Texas
$608K – – –
WB
1198
WesBanco Bank
West Virginia
$603K -$2.68K -6 -0.4%
ACM
1199
Allred Capital Management
Texas
$600K +$78.9K +177 +15%
EHC
1200
Everett Harris & Co
California
$600K +$204K +457 +51%
46 47
48
49 50