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S&P Global

1,812 hedge funds and large institutions have $115B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 692 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+60
Holders Change %
+3.42%
% of All Funds
26.26%
Holding in Top 10
56
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25.33%
% of All Funds
0.81%
New
173
Increased
702
Reduced
692
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
1201
Buttonwood Financial Advisors
Maryland
$606K -$7.66K -18 -1%
VCA
1202
Verdence Capital Advisors
Maryland
$605K +$26.8K +63 +5%
BOM
1203
Bank of Marin
California
$604K -$13.2K -31 -2%
RZH
1204
Relyea Zuckerberg Hanson
Connecticut
$598K +$10.2K +24 +2%
ACM
1205
Advisors Capital Management
New Jersey
$597K -$3.11M -7,311 -84%
NHC
1206
Nicholas Hoffman & Company
Georgia
$597K +$425 +1 +0.1%
OWA
1207
One Wealth Advisors
California
$596K +$118K +277 +25%
TF
1208
Threadgill Financial
Texas
$596K +$596K +1,400 New
LIM
1209
Leavell Investment Management
Alabama
$595K -$18.3K -43 -3%
MI
1210
Motiv8 Investments
Florida
$588K +$115K +270 +24%
BAM
1211
Blueshift Asset Management
New Jersey
$586K +$586K +1,377 New
NGA
1212
Naples Global Advisors
Florida
$585K
HWMT
1213
Heritage Wealth Management (Texas)
Texas
$580K -$31.9K -75 -5%
WB
1214
WesBanco Bank
West Virginia
$578K +$83.4K +196 +17%
PI
1215
PEAK6 Investments
Illinois
$573K +$572K +1,344 +44,800%
CCG
1216
Catalina Capital Group
California
$572K +$241K +567 +73%
SGI
1217
Summit Global Investments
Utah
$570K -$344K -808 -38%
PA
1218
Prossimo Advisors
California
$567K -$45.1K -106 -7%
MGIA
1219
Moneta Group Investment Advisors
Missouri
$564K +$40.9K +96 +8%
PI
1220
PFG Investments
New York
$562K +$108K +255 +24%
VAS
1221
Vestmark Advisory Solutions
Massachusetts
$561K -$56.2K -132 -9%
MFIM
1222
Mesirow Financial Investment Management
Illinois
$560K +$36.2K +85 +7%
RWPA
1223
Richard W. Paul & Associates
Michigan
$559K -$2.13K -5 -0.4%
OFS
1224
Orrstown Financial Services
Pennsylvania
$558K +$115K +270 +26%
BC
1225
Burney Company
Virginia
$557K +$251K +589 +82%