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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 %
NHC
1226
Nicholas Hoffman & Company
Georgia
$663K -$65.1K -126 -9%
SL
1227
SFM LLC
New Hampshire
$658K +$2.07K +4 +0.3%
SIAG
1228
Signet Investment Advisory Group
Rhode Island
$657K +$657K +1,271 New
JFGIW
1229
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$656K -$249K -482 -28%
LAM
1230
L2 Asset Management
Massachusetts
$656K +$22.2K +43 +4%
SPC
1231
Sigma Planning Corp
Michigan
$655K -$320K -620 -33%
SMG
1232
Smart Money Group
Texas
$653K +$50.5K +105 +8%
HWMT
1233
Heritage Wealth Management (Texas)
Texas
$653K -$51.7K -100 -7%
WB
1234
WesBanco Bank
West Virginia
$648K -$50.6K -98 -7%
WHG
1235
Westwood Holdings Group
Texas
$645K +$10.8K +21 +2%
CWM
1236
Circle Wealth Management
New Jersey
$642K -$79K -153 -11%
PWP
1237
Principle Wealth Partners
Connecticut
$639K
C
1238
Certuity
Florida
$639K -$131K -254 -17%
LFA
1239
Legacy Financial Advisors
Kentucky
$638K +$21.7K +42 +4%
CCB
1240
Country Club Bank
Missouri
$635K
JF
1241
Joule Financial
Kentucky
$633K +$2.07K +4 +0.3%
WA
1242
Wambolt & Associates
Colorado
$633K -$3.59K -7 -0.6%
GRP
1243
Global Retirement Partners
California
$632K +$73.9K +143 +13%
CFP
1244
Catalyst Financial Partners
Massachusetts
$632K +$3.1K +6 +0.5%
MAM
1245
Magellan Asset Management
Australia
$626K -$53.2K -103 -8%
FWCM
1246
Ferguson Wellman Capital Management
Oregon
$626K -$2.58K -5 -0.4%
GSEP
1247
Golden State Equity Partners
California
$622K -$764K -1,479 -55%
HIA
1248
Harbor Investment Advisory
Maryland
$622K -$5.17K -10 -0.8%
CFM
1249
Catalyst Funds Management
Australia
$620K +$465K +900 +300%
AFG
1250
Atomi Financial Group
New York
$617K +$73.9K +143 +14%