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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 %
FAFN
1251
First Affirmative Financial Network
Colorado
$503K +$22.6K +53 +5%
SPIS
1252
Steward Partners Investment Solutions
Oregon
$503K -$180K -422 -26%
MPM
1253
Meritage Portfolio Management
Kansas
$502K -$72.8K -171 -13%
HWMA
1254
Heritage Wealth Management (Arizona)
Arizona
$499K -$2.98K -7 -0.6%
TFP
1255
Tilia Fiduciary Partners
North Carolina
$498K +$1.28K +3 +0.3%
SEEDPG
1256
S.E.E.D. Planning Group
New York
$498K +$498K +1,171 New
ACM
1257
Allred Capital Management
Texas
$497K +$217K +509 +77%
GC
1258
Gilbert & Cook
Iowa
$496K +$5.95K +14 +1%
LAS
1259
LWM Advisory Services
Florida
$495K -$3.83K -9 -0.8%
KP
1260
Keel Point
Alabama
$495K +$74.1K +174 +18%
TWM
1261
Trueblood Wealth Management
Ohio
$494K -$52.3K -123 -10%
OTL
1262
Oak Thistle LLC
New York
$494K +$21.7K +51 +5%
VCM
1263
Virtue Capital Management
Tennessee
$487K -$216K -512 -31%
PWM
1264
Paulson Wealth Management
Illinois
$487K +$487K +1,145 New
PA
1265
Procyon Advisors
Connecticut
$486K -$1.7K -4 -0.3%
LCS
1266
Levin Capital Strategies
New York
$485K +$485K +1,141 New
BBWP
1267
Beacon Bridge Wealth Partners
Pennsylvania
$483K
SS
1268
Sunbelt Securities
Texas
$482K -$12.8K -30 -3%
LFA
1269
Legacy Financial Advisors
Kentucky
$482K +$8.94K +21 +2%
1W
1270
1776 Wealth
Georgia
$479K -$3.4K -8 -0.7%
BWP
1271
BSW Wealth Partners
Colorado
$476K +$228K +536 +92%
SSW
1272
Smith Shellnut Wilson
Mississippi
$474K
AAS
1273
Ameritas Advisory Services
Nebraska
$474K -$30.9K -73 -6%
HIP
1274
HUB Investment Partners
Texas
$474K -$21.3K -50 -4%
CPIG
1275
Chicago Partners Investment Group
Illinois
$473K +$50.4K +122 +12%