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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 %
AWM
1276
Accel Wealth Management
Iowa
$465K – – –
DWM
1277
Drive Wealth Management
Utah
$465K +$12.9K +29 +3%
WFI
1278
West Family Investments
California
$464K +$4.01K +9 +0.9%
PFG
1279
Prosperity Financial Group
California
$463K +$31.2K +70 +7%
OQS
1280
Occudo Quantitative Strategies
Florida
$463K +$463K +1,038 New
PFBT
1281
Parkside Financial Bank & Trust
Missouri
$462K +$19.6K +44 +4%
CA
1282
Centerpoint Advisors
Massachusetts
$462K -$4.02K -9 -0.9%
FNBTCON
1283
First National Bank & Trust Co of Newtown
Pennsylvania
$458K +$458K +1,028 New
GXJ
1284
Global X Japan
Japan
$458K +$44.6K +100 +11%
RSS
1285
Rosenblum Silverman Sutton
California
$457K -$446 -1 -0.1%
ACM
1286
Ayrshire Capital Management
Connecticut
$456K +$10.3K +23 +2%
AIA
1287
Alera Investment Advisors
Illinois
$456K +$147K +330 +48%
Harris Associates
1288
Harris Associates
Illinois
$455K -$11.6K -26 -2%
VC
1289
Vicus Capital
Pennsylvania
$455K +$4.46K +10 +1%
GC
1290
Gilbert & Cook
Iowa
$453K -$67.3K -151 -13%
PWMAG
1291
Pinnacle Wealth Management Advisory Group
New Jersey
$452K -$97.7K -219 -18%
PWA
1292
Provenance Wealth Advisors
Florida
$452K – – –
WMA
1293
West Michigan Advisors
Michigan
$451K -$14.3K -32 -3%
SWM
1294
SeaCrest Wealth Management
New York
$448K +$25K +56 +6%
WP
1295
WMS Partners
Maryland
$448K -$37K -83 -8%
RPWA
1296
Regent Peak Wealth Advisors
Georgia
$448K +$10.3K +23 +2%
LWL
1297
Leo Wealth LLC
Texas
$447K -$96.7K -217 -18%
CB
1298
Community Bank
New York
$446K – – –
CB
1299
CNB Bank
Pennsylvania
$446K -$23.2K -52 -5%
EFG
1300
Embree Financial Group
Illinois
$443K -$9.81K -22 -2%
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