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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 %
LAM
1276
L2 Asset Management
Massachusetts
$469K +$31.1K +73 +7%
JFG
1277
Jefferies Financial Group
New York
$468K -$320K -753 -41%
FTWA
1278
Fifth Third Wealth Advisors
Ohio
$466K -$40.4K -95 -8%
IIA
1279
ICW Investment Advisors
Arizona
$465K +$11.5K +27 +3%
ECM
1280
Elgethun Capital Management
South Dakota
$464K
WP
1281
WMS Partners
Maryland
$462K -$114K -268 -20%
SDAM
1282
Shulman DeMeo Asset Management
New York
$462K +$426 +1 +0.1%
PPC
1283
Park Place Capital
Alabama
$461K +$163K +383 +55%
IC
1284
Inscription Capital
Texas
$459K +$459K +1,079 New
FA
1285
FDx Advisors
Illinois
$458K -$837K -1,969 -65%
PTC
1286
Petrus Trust Company
Texas
$457K +$457K +1,073 New
SMG
1287
Smart Money Group
Texas
$453K +$187K +449 +70%
MPM
1288
MBB Public Markets
Illinois
$452K +$452K +1,063 New
IAN
1289
Integrated Advisors Network
Texas
$452K +$71.5K +168 +19%
CC
1290
Callan Capital
California
$451K +$7.66K +18 +2%
WWP
1291
WR Wealth Planners
Missouri
$450K +$2.55K +6 +0.6%
MAM
1292
Magellan Asset Management
Australia
$448K -$65.1K -153 -13%
ACL
1293
Applied Capital LLC
Florida
$448K -$29.8K -70 -6%
CB
1294
CNB Bank
Pennsylvania
$447K +$30.2K +71 +7%
NL
1295
NWAM LLC
Washington
$446K +$140K +326 +45%
KWA
1296
Kingswood Wealth Advisors
California
$445K +$61.7K +145 +16%
Harris Associates
1297
Harris Associates
Illinois
$445K -$895K -2,104 -67%
RFS
1298
Richardson Financial Services
Massachusetts
$444K +$37.4K +88 +9%
CA
1299
Centerpoint Advisors
Massachusetts
$444K -$35.3K -83 -7%
WMA
1300
West Michigan Advisors
Michigan
$444K -$7.23K -17 -2%