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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 %
NL
1251
NWAM LLC
Washington
$501K +$35.7K +80 +8%
CAM
1252
Carret Asset Management
New York
$501K +$501K +1,123 New
PCP
1253
Proficio Capital Partners
Massachusetts
$499K -$35.2K -79 -7%
BWP
1254
BSW Wealth Partners
Colorado
$497K -$1.78K -4 -0.4%
SSW
1255
Smith Shellnut Wilson
Mississippi
$497K – – –
GWMR
1256
GC Wealth Management RIA
Massachusetts
$496K -$80.7K -181 -14%
MIS
1257
Morningstar Investment Services
Illinois
$493K +$150K +335 +44%
KCM
1258
Kathmere Capital Management
Pennsylvania
$491K +$76.7K +172 +19%
AssetMark Inc
1259
AssetMark Inc
California
$486K -$3.26M -7,300 -87%
IIA
1260
ICW Investment Advisors
Arizona
$486K -$2.23K -5 -0.5%
SS
1261
Sunbelt Securities
Texas
$485K -$20.1K -45 -4%
HIP
1262
HUB Investment Partners
Texas
$485K -$11.2K -25 -2%
SDAM
1263
Shulman DeMeo Asset Management
New York
$485K +$446 +1 +0.1%
CC
1264
Callan Capital
California
$483K +$10.7K +24 +2%
ECM
1265
Elgethun Capital Management
South Dakota
$483K – – –
GRP
1266
Global Retirement Partners
California
$482K +$215K +483 +81%
HWMA
1267
Heritage Wealth Management (Arizona)
Arizona
$480K -$43.3K -97 -8%
HFO
1268
Heritage Family Offices
Arizona
$480K +$480K +1,076 New
WWP
1269
WR Wealth Planners
Missouri
$480K +$8.47K +19 +2%
PTC
1270
Petrus Trust Company
Texas
$479K – – –
QC
1271
Quent Capital
New York
$476K +$51.3K +115 +12%
NP
1272
Nilsine Partners
Colorado
$476K +$11.2K +25 +2%
EAM
1273
Empirical Asset Management
Massachusetts
$470K +$304K +2,826 +183%
ACL
1274
Applied Capital LLC
Florida
$469K – – –
AFG
1275
Atomi Financial Group
New York
$469K +$111K +250 +31%
49 50
51
52 53