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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 %
TPI
1201
Trust Point Inc
Wisconsin
$725K +$10.3K +20 +1%
KCM
1202
Kendall Capital Management
Maryland
$723K -$18.1K -35 -2%
RA
1203
RiverPark Advisors
New York
$721K +$5.17K +10 +0.7%
BC
1204
Burney Company
Virginia
$718K +$12.9K +25 +2%
BFA
1205
Buttonwood Financial Advisors
Maryland
$717K -$11.9K -23 -2%
NGA
1206
Naples Global Advisors
Florida
$710K
KP
1207
Keel Point
Alabama
$709K +$57.4K +111 +9%
PPC
1208
Park Place Capital
Alabama
$704K -$64.1K -124 -8%
AFG
1209
Argent Financial Group
Louisiana
$698K +$698K +1,352 New
MFIM
1210
Mesirow Financial Investment Management
Illinois
$698K +$65.6K +127 +10%
TAM
1211
Townsend Asset Management
North Carolina
$697K -$301K -583 -30%
RWPA
1212
Richard W. Paul & Associates
Michigan
$695K -$21.7K -42 -3%
EHC
1213
Everett Harris & Co
California
$695K
BWP
1214
BSW Wealth Partners
Colorado
$688K +$113K +218 +20%
MIS
1215
Morningstar Investment Services
Illinois
$688K +$125K +244 +22%
CPIG
1216
Chicago Partners Investment Group
Illinois
$687K +$119K +232 +21%
BOM
1217
Bank of Marin
California
$687K -$2.07K -4 -0.3%
AWM
1218
Ameliora Wealth Management
Switzerland
$685K +$41.8K +81 +7%
LFAS
1219
Level Four Advisory Services
Texas
$680K +$14.4K +30 +2%
JSW
1220
Journey Strategic Wealth
New Jersey
$679K +$47.5K +92 +8%
OFS
1221
Orrstown Financial Services
Pennsylvania
$676K +$34.6K +67 +5%
RCWM
1222
Royal Capital Wealth Management
Indiana
$672K
AssetMark Inc
1223
AssetMark Inc
California
$671K +$107K +208 +19%
MGIA
1224
Moneta Group Investment Advisors
Missouri
$666K -$86.3K -167 -11%
BW
1225
Bison Wealth
Georgia
$664K +$179K +346 +37%