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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 %
FI
1201
Financial Insights
Washington
$599K -$135K -302 -18%
BOM
1202
Bank of Marin
California
$595K -$38.4K -86 -6%
VAS
1203
Vestmark Advisory Solutions
Massachusetts
$590K +$1.78K +4 +0.3%
MAM
1204
Magellan Asset Management
Australia
$586K +$117K +262 +25%
RCWM
1205
Royal Capital Wealth Management
Indiana
$580K – – –
FAFN
1206
First Affirmative Financial Network
Colorado
$579K +$51.7K +116 +10%
BIA
1207
Benchmark Investment Advisors
Illinois
$572K -$6.25K -14 -1%
ACM
1208
Aquatic Capital Management
Illinois
$571K -$38.6M -86,520 -99%
SL
1209
SFM LLC
New Hampshire
$567K +$9.81K +22 +2%
LHC
1210
Little House Capital
Massachusetts
$566K – – –
PCM
1211
Permanent Capital Management
Illinois
$561K +$561K +1,063 New
UCB
1212
United Community Bank
South Carolina
$558K -$16.1K -36 -3%
CCB
1213
Country Club Bank
Missouri
$556K – – –
AWM
1214
Ameliora Wealth Management
Switzerland
$555K – – –
WA
1215
Wambolt & Associates
Colorado
$555K – – –
OFS
1216
Orrstown Financial Services
Pennsylvania
$554K -$31.2K -70 -5%
PWP
1217
Principle Wealth Partners
Connecticut
$552K +$21.9K +49 +4%
ST
1218
Smithfield Trust
Pennsylvania
$550K +$7.95K +18 +1%
WHG
1219
Westwood Holdings Group
Texas
$548K +$2.68K +6 +0.5%
LAM
1220
L2 Asset Management
Massachusetts
$547K +$55.3K +124 +11%
MFIM
1221
Mesirow Financial Investment Management
Illinois
$547K -$41.1K -92 -7%
JF
1222
Joule Financial
Kentucky
$545K – – –
JSW
1223
Journey Strategic Wealth
New Jersey
$545K +$314K +704 +136%
CPIG
1224
Chicago Partners Investment Group
Illinois
$544K -$15.6K -32 -3%
CFP
1225
Catalyst Financial Partners
Massachusetts
$543K +$65.1K +146 +14%
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49
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