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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 %
1W
1276
1776 Wealth
Georgia
$559K -$30K -58 -5%
SS
1277
Sunbelt Securities
Texas
$559K -$3.62K -7 -0.6%
ICP
1278
Interchange Capital Partners
Pennsylvania
$558K +$235K +454 +73%
WWP
1279
WR Wealth Planners
Missouri
$557K +$1.03K +2 +0.2%
CM
1280
Capula Management
Cayman Islands
$554K +$554K +1,072 New
QC
1281
Quent Capital
New York
$549K -$2.07K -4 -0.4%
AWM
1282
Aprio Wealth Management
Georgia
$544K +$84.7K +164 +18%
HFO
1283
Heritage Family Offices
Arizona
$542K -$14K -27 -3%
NL
1284
NWAM LLC
Washington
$542K -$38.2K -74 -7%
AWM
1285
Accel Wealth Management
Iowa
$542K +$3.1K +6 +0.6%
PFG
1286
Prosperity Financial Group
California
$541K +$4.65K +9 +0.9%
PWMAG
1287
Pinnacle Wealth Management Advisory Group
New Jersey
$537K +$13.4K +26 +3%
SWM
1288
SeaCrest Wealth Management
New York
$537K +$18.1K +35 +3%
CA
1289
Centerpoint Advisors
Massachusetts
$535K
GWP
1290
Gen-Wealth Partners
Michigan
$535K -$18K -37 -3%
CA
1291
CoreCap Advisors
Michigan
$534K +$392K +759 +277%
WFA
1292
Wellspring Financial Advisors
Ohio
$534K +$198K +384 +59%
ACL
1293
Applied Capital LLC
Florida
$533K -$10.3K -20 -2%
FNBTCON
1294
First National Bank & Trust Co of Newtown
Pennsylvania
$531K
RSS
1295
Rosenblum Silverman Sutton
California
$529K +$516 +1 +0.1%
ACM
1296
Ayrshire Capital Management
Connecticut
$529K
LAS
1297
LWM Advisory Services
Florida
$526K -$963K -1,865 -65%
RPWA
1298
Regent Peak Wealth Advisors
Georgia
$526K +$7.23K +14 +1%
PFBT
1299
Parkside Financial Bank & Trust
Missouri
$524K -$11.4K -22 -2%
PWA
1300
Provenance Wealth Advisors
Florida
$524K