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S&P Global

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1326
Appleton Partners
Massachusetts
$257K -$73.2K -200 -22%
IFS
1327
Ifrah Financial Services
Arkansas
$256K -$4.02K -11 -2%
MRCM
1328
M&R Capital Management
New Jersey
$256K
BPFA
1329
Barnes Pettey Financial Advisors
Mississippi
$255K
MC
1330
Maverick Capital
Texas
$255K +$255K +698 New
DWM
1331
Darwin Wealth Management
Florida
$254K +$12.8K +35 +5%
BFO
1332
Biltmore Family Office
North Carolina
$253K +$56.3K +154 +29%
MFA
1333
Mayflower Financial Advisors
Massachusetts
$253K -$7.31K -20 -3%
BPWM
1334
Badgley Phelps Wealth Managers
Washington
$251K -$453K -1,239 -64%
CSB
1335
City State Bank
Iowa
$251K -$13.9K -38 -5%
SIC
1336
Samalin Investment Counsel
New York
$250K -$16.5K -45 -6%
QC
1337
Quent Capital
New York
$250K -$9.87K -27 -4%
IAS
1338
Insigneo Advisory Services
Florida
$247K +$247K +676 New
PFBT
1339
Parkside Financial Bank & Trust
Missouri
$246K -$83.7K -229 -25%
CIA
1340
Compass Ion Advisors
Pennsylvania
$244K +$244K +668 New
TC
1341
Telemus Capital
Michigan
$244K -$14.6K -40 -6%
WA
1342
Wealth Architects
California
$244K +$4.75K +13 +2%
SRC
1343
Shufro Rose & Co
New York
$244K -$4.02K -11 -2%
WFA
1344
Wellspring Financial Advisors
Ohio
$243K +$243K +666 New
JSW
1345
Journey Strategic Wealth
New Jersey
$242K
ACM
1346
Allred Capital Management
Texas
$241K -$2.92K -8 -1%
SWM
1347
Sculati Wealth Management
Michigan
$240K
GAG
1348
Goodman Advisory Group
Massachusetts
$240K -$46.4K -127 -16%
CWM
1349
Compass Wealth Management
Connecticut
$239K
PPW
1350
Pasadena Private Wealth
California
$239K