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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 %
RCWM
1226
Royal Capital Wealth Management
Indiana
$553K
BIA
1227
Benchmark Investment Advisors
Illinois
$552K +$263K +619 +91%
GWMR
1228
GC Wealth Management RIA
Massachusetts
$551K -$20.8K -49 -4%
UCB
1229
United Community Bank
South Carolina
$548K -$26.4K -62 -5%
LHC
1230
Little House Capital
Massachusetts
$540K
WAG
1231
Wallace Advisory Group
California
$537K -$29.1K -66 -5%
CPW
1232
Crestmont Private Wealth
Texas
$533K +$114K +267 +27%
SL
1233
SFM LLC
New Hampshire
$531K -$29.3K -69 -5%
WA
1234
Wambolt & Associates
Colorado
$531K +$5.98K +14 +1%
AWM
1235
Ameliora Wealth Management
Switzerland
$530K
LFAS
1236
Level Four Advisory Services
Texas
$528K
CCB
1237
Country Club Bank
Missouri
$527K
EP
1238
Edgestream Partners
New Jersey
$525K -$148K -348 -22%
PWMAG
1239
Pinnacle Wealth Management Advisory Group
New Jersey
$525K -$5.53K -13 -1%
DT
1240
Diversified Trust
Tennessee
$521K -$775K -1,821 -60%
WHG
1241
Westwood Holdings Group
Texas
$520K +$851 +2 +0.2%
ST
1242
Smithfield Trust
Pennsylvania
$520K +$11.9K +28 +2%
FWCM
1243
Ferguson Wellman Capital Management
Oregon
$520K -$46.8K -110 -8%
JF
1244
Joule Financial
Kentucky
$520K +$1.7K +4 +0.3%
LWL
1245
Leo Wealth LLC
Texas
$519K -$32.3K -76 -6%
EA
1246
Emerald Advisers
Pennsylvania
$517K +$82.1K +193 +19%
PCP
1247
Proficio Capital Partners
Massachusetts
$510K +$58.3K +137 +13%
DIA
1248
Dana Investment Advisors
Wisconsin
$507K -$118K -278 -19%
PWP
1249
Principle Wealth Partners
Connecticut
$505K +$106K +250 +27%
HIA
1250
Harbor Investment Advisory
Maryland
$505K +$1.7K +4 +0.3%