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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
$3.82B
2
BlackRock
BlackRock
New York
$11.5B
3
TCI Fund Management
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
Capital Research Global Investors
California
$716M
5
Swedbank
Swedbank
Sweden
$348M

Top Sellers

1
CCM
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
Citadel Advisors
Florida
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
1226
Ferguson Wellman Capital Management
Oregon
$542K -$2.68K -6 -0.5%
HIA
1227
Harbor Investment Advisory
Maryland
$541K +$11.6K +26 +2%
SP
1228
Symmetry Partners
Connecticut
$541K -$123K -276 -19%
DT
1229
Diversified Trust
Tennessee
$534K -$12.5K -28 -2%
DFCM
1230
Dark Forest Capital Management
Puerto Rico
$534K +$534K +1,197 New
TWM
1231
Trueblood Wealth Management
Ohio
$533K +$15.6K +35 +3%
LFA
1232
Legacy Financial Advisors
Kentucky
$532K +$26.8K +60 +5%
VCM
1233
Virtue Capital Management
Tennessee
$529K -$43.6K -88 -8%
FCM
1234
FJ Capital Management
Virginia
$529K +$529K +1,185 New
TFP
1235
Tilia Fiduciary Partners
North Carolina
$524K +$892 +2 +0.2%
SCP
1236
Stamos Capital Partners
California
$522K +$522K +1,170 New
FB
1237
Fulton Bank
Pennsylvania
$515K +$92.3K +207 +22%
BBWP
1238
Beacon Bridge Wealth Partners
Pennsylvania
$515K +$8.92K +20 +2%
DAC
1239
Dividend Assets Capital
South Carolina
$512K -$162K -363 -24%
WF
1240
Welch & Forbes
Massachusetts
$512K +$66.3K +144 +15%
PWM
1241
Paulson Wealth Management
Illinois
$511K – – –
1W
1242
1776 Wealth
Georgia
$508K +$6.24K +14 +1%
OP
1243
ORG Partners
Indiana
$508K +$422K +946 +493%
WAG
1244
Wallace Advisory Group
California
$508K -$35.7K -80 -7%
GWP
1245
Gen-Wealth Partners
Michigan
$507K +$49.1K +110 +11%
AAS
1246
Ameritas Advisory Services
Nebraska
$506K +$6.24K +14 +1%
MPM
1247
Meritage Portfolio Management
Kansas
$505K -$21K -47 -4%
KWA
1248
Kingswood Wealth Advisors
California
$503K +$36.1K +81 +8%
CHP
1249
Cable Hill Partners
Oregon
$503K +$503K +1,127 New
DBIA
1250
Dumont & Blake Investment Advisors
New Jersey
$501K +$251K +562 +100%
48 49
50
51 52