SPGI icon

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 %
MIA
1301
MainStreet Investment Advisors
Illinois
$444K +$444K +1,043 New
AWM
1302
Accel Wealth Management
Iowa
$444K +$444K +1,043 New
NP
1303
Nilsine Partners
Colorado
$443K -$43.4K -102 -9%
SI
1304
Seeds Investor
New York
$443K +$88K +207 +25%
JFGIW
1305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$442K -$209K -491 -32%
CFP
1306
Catalyst Financial Partners
Massachusetts
$441K +$29.7K +72 +7%
PIA
1307
Pinion Investment Advisors
Kansas
$441K +$6.38K +15 +1%
PWMG
1308
Prestige Wealth Management Group
New Jersey
$441K -$420K -987 -49%
CIC
1309
Carnegie Investment Counsel
Ohio
$440K
WFI
1310
West Family Investments
California
$439K +$4.68K +11 +1%
SMA
1311
Sage Mountain Advisors
Georgia
$438K +$80.4K +189 +22%
AC
1312
Abbrea Capital
California
$437K
GWP
1313
Gen-Wealth Partners
Michigan
$437K +$437K +1,027 New
RSS
1314
Rosenblum Silverman Sutton
California
$435K
FIB
1315
First Interstate Bank
Montana
$434K -$57.4K -135 -12%
EFG
1316
Embree Financial Group
Illinois
$432K
PWA
1317
Provenance Wealth Advisors
Florida
$431K
DWM
1318
Drive Wealth Management
Utah
$431K +$6.38K +15 +2%
VC
1319
Vicus Capital
Pennsylvania
$429K +$429K +1,009 New
OWP
1320
Obermeyer Wealth Partners
Colorado
$426K +$5.95K +14 +1%
CB
1321
Community Bank
New York
$426K
ACM
1322
Ayrshire Capital Management
Connecticut
$425K
LFM
1323
LGT Fund Management
Liechtenstein
$425K
KOC
1324
Koss-Olinger Consulting
Florida
$425K +$227K +533 +114%
SWA
1325
Stratos Wealth Advisors
Ohio
$423K +$138K +325 +49%