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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 %
CIC
1301
Carnegie Investment Counsel
Ohio
$443K -$18.7K -42 -4%
AC
1302
Allstate Corporation
Illinois
$442K +$36.1K +81 +9%
NG
1303
Norden Group
Utah
$442K +$46.9K +105 +12%
FFA
1304
Founders Financial Alliance
North Carolina
$441K +$892 +2 +0.2%
CH
1305
Cromwell Holdings
Wyoming
$440K +$440K +987 New
FIB
1306
First Interstate Bank
Montana
$439K -$15.6K -35 -3%
IAN
1307
Integrated Advisors Network
Texas
$438K -$35.7K -80 -8%
RWM
1308
Revisor Wealth Management
Ohio
$438K -$362K -811 -45%
HL
1309
HeadInvest LLC
Maine
$436K – – –
GIA
1310
Gladstone Institutional Advisory
Florida
$434K +$55.8K +125 +15%
CA
1311
Crewe Advisors
Utah
$433K +$27.2K +61 +7%
MCCA
1312
Mill Creek Capital Advisors
Pennsylvania
$432K +$94.6K +212 +28%
WCM
1313
Winthrop Capital Management
Indiana
$431K +$5.35K +12 +1%
TA
1314
TFB Advisors
Kansas
$429K +$135K +303 +46%
FTIS
1315
First Trust Investment Solutions
Florida
$429K +$98.6K +221 +30%
MWM
1316
Modera Wealth Management
New Jersey
$428K +$9.82K +22 +2%
LW
1317
Linscomb Wealth
Texas
$428K +$57.1K +128 +15%
CWA
1318
Cornerstone Wealth Advisors
Minnesota
$426K – – –
DBRC
1319
D.B. Root & Company
Pennsylvania
$426K +$9.81K +22 +2%
EA
1320
Emerald Advisers
Pennsylvania
$425K -$117K -262 -22%
RFS
1321
Richardson Financial Services
Massachusetts
$422K -$43.3K -97 -9%
FG
1322
Fiduciary Group
Georgia
$421K -$2.23K -5 -0.5%
PIA
1323
Pinion Investment Advisors
Kansas
$418K -$44.6K -100 -10%
MIP
1324
Marietta Investment Partners
Wisconsin
$417K – – –
RP
1325
Riverwater Partners
Wisconsin
$417K +$48.6K +109 +13%
51 52
53
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