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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 %
CC
1251
Callan Capital
California
$612K +$52.2K +101 +9%
YIH
1252
Y-Intercept (HK)
Hong Kong
$611K +$291K +563 +91%
TWM
1253
Trueblood Wealth Management
Ohio
$610K -$7.75K -15 -1%
ARMT
1254
Amica Retiree Medical Trust
Rhode Island
$606K +$606K +1,173 New
TFP
1255
Tilia Fiduciary Partners
North Carolina
$606K -$517 -1 -0.1%
LHC
1256
Little House Capital
Massachusetts
$605K -$51.1K -99 -8%
UCB
1257
United Community Bank
South Carolina
$597K -$49.6K -96 -8%
WFI
1258
West Family Investments
California
$597K +$59.9K +116 +11%
PWM
1259
Paulson Wealth Management
Illinois
$592K
MS
1260
Maven Securities
Jersey
$591K +$591K +1,144 New
KCM
1261
Kathmere Capital Management
Pennsylvania
$590K +$21.2K +41 +4%
BBWP
1262
Beacon Bridge Wealth Partners
Pennsylvania
$590K -$6.2K -12 -1%
Capstone Investment Advisors
1263
Capstone Investment Advisors
New York
$589K -$1.74M -3,375 -75%
IIA
1264
ICW Investment Advisors
Arizona
$586K +$23.3K +45 +4%
FB
1265
Fulton Bank
Pennsylvania
$584K -$11.9K -23 -2%
DAC
1266
Dividend Assets Capital
South Carolina
$578K -$15.5K -30 -3%
WF
1267
Welch & Forbes
Massachusetts
$577K +$2.58K +5 +0.4%
GWMR
1268
GC Wealth Management RIA
Massachusetts
$574K -$1.03K -2 -0.2%
CMI
1269
Clare Market Investments
Texas
$573K +$573K +1,110 New
CHP
1270
Cable Hill Partners
Oregon
$571K -$11.4K -22 -2%
SSW
1271
Smith Shellnut Wilson
Mississippi
$571K -$4.65K -9 -0.8%
HIP
1272
HUB Investment Partners
Texas
$570K +$8.27K +16 +1%
Harris Associates
1273
Harris Associates
Illinois
$570K +$43.4K +84 +8%
SDAM
1274
Shulman DeMeo Asset Management
New York
$562K +$517 +1 +0.1%
ECM
1275
Elgethun Capital Management
South Dakota
$560K