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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 %
NG
1301
Norden Group
Utah
$524K +$11.9K +23 +2%
IAN
1302
Integrated Advisors Network
Texas
$523K +$16K +31 +3%
SAW
1303
Signal Advisors Wealth
Michigan
$519K +$519K +1,004 New
CFIA
1304
Cantor Fitzgerald Investment Advisors
New York
$517K -$2.58M -5,000 -83%
CIC
1305
Carnegie Investment Counsel
Ohio
$517K +$3.62K +7 +0.7%
CB
1306
CNB Bank
Pennsylvania
$516K
GFPC
1307
Global Financial Private Client
Florida
$516K +$506K +980 +5,158%
BL
1308
Balentine LLC
Georgia
$516K +$516K +998 New
HL
1309
HeadInvest LLC
Maine
$515K +$10.3K +20 +2%
EFG
1310
Embree Financial Group
Illinois
$514K
NP
1311
Nilsine Partners
Colorado
$513K -$38.2K -74 -7%
MPM
1312
Meritage Portfolio Management
Kansas
$511K -$73.9K -143 -13%
FIB
1313
First Interstate Bank
Montana
$511K +$2.07K +4 +0.4%
GC
1314
Gilbert & Cook
Iowa
$510K -$13.9K -27 -3%
FTIS
1315
First Trust Investment Solutions
Florida
$510K +$13.9K +27 +3%
CH
1316
Cromwell Holdings
Wyoming
$510K
VA
1317
Verdad Advisers
Massachusetts
$510K +$510K +987 New
DS
1318
DRW Securities
Illinois
$509K -$751K -1,453 -60%
PFA
1319
Plotkin Financial Advisors
Maryland
$508K +$43.4K +84 +9%
WAG
1320
Wallace Advisory Group
California
$508K
CB
1321
Community Bank
New York
$507K -$10.3K -20 -2%
WMA
1322
West Michigan Advisors
Michigan
$505K -$17.1K -33 -3%
LWL
1323
Leo Wealth LLC
Texas
$504K -$13.9K -27 -3%
MFA
1324
Mayflower Financial Advisors
Massachusetts
$504K +$109K +210 +27%
RDWM
1325
Red Door Wealth Management
Tennessee
$501K +$209K +405 +72%