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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 %
MCA
1176
Magnolia Capital Advisors
Mississippi
$771K +$1.55K +3 +0.2%
NRW
1177
Nova R Wealth
Kansas
$771K
CBT
1178
CoreFirst Bank & Trust
Kansas
$770K -$41.3K -80 -5%
ACM
1179
Advisors Capital Management
New Jersey
$769K -$61K -118 -7%
ST
1180
Smithfield Trust
Pennsylvania
$766K +$121K +233 +19%
FAFN
1181
First Affirmative Financial Network
Colorado
$764K +$93K +180 +14%
CCA
1182
Conestoga Capital Advisors
Pennsylvania
$763K -$297K -574 -28%
ACI
1183
Alpha Cubed Investments
California
$760K -$7.75K -15 -1%
OWP
1184
Obermeyer Wealth Partners
Colorado
$756K
BWP
1185
Balboa Wealth Partners
Arizona
$752K +$12.4K +24 +2%
FMWA
1186
Forvis Mazars Wealth Advisors
Missouri
$751K -$5.17K -10 -0.7%
NHT
1187
New Hampshire Trust
New Hampshire
$749K
OWA
1188
One Wealth Advisors
California
$744K -$4.13K -8 -0.6%
WC
1189
Woodstock Corp
Massachusetts
$739K -$162K -313 -18%
NWMG
1190
Nicholson Wealth Management Group
South Carolina
$737K +$737K +1,427 New
IAS
1191
Insigneo Advisory Services
Florida
$737K -$226K -437 -23%
NA
1192
Navellier & Associates
Nevada
$737K
MWM
1193
Mattern Wealth Management
Kansas
$735K -$1.13M -2,192 -61%
ACM
1194
Allred Capital Management
Texas
$731K +$35.6K +69 +5%
JWCA
1195
J.W. Coons Advisors
Ohio
$729K -$16K -31 -2%
CW
1196
CreativeOne Wealth
Kansas
$729K +$253K +490 +53%
PFG
1197
PAX Financial Group
Texas
$728K -$53.2K -103 -7%
VCA
1198
Verdence Capital Advisors
Maryland
$728K -$23.8K -46 -3%
QWP
1199
Quotient Wealth Partners
Texas
$727K -$56.3K -109 -7%
NP
1200
Ninepoint Partners
Ontario, Canada
$726K -$100K -194 -12%