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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 %
TF
1326
Tenon Financial
New Jersey
$414K – – –
CW
1327
CreativeOne Wealth
Kansas
$411K -$313K -700 -43%
AFT
1328
Alpha Family Trust
California
$410K – – –
SCP
1329
Sivia Capital Partners
California
$406K +$4.91K +11 +1%
LA
1330
LM Advisors
California
$404K – – –
AA
1331
Alta Advisers
United Kingdom
$401K – – –
PFA
1332
Plotkin Financial Advisors
Maryland
$401K – – –
BW
1333
Bison Wealth
Georgia
$399K – – –
SB
1334
Strategic Blueprint
Georgia
$398K -$1.34K -3 -0.3%
JIC
1335
Joel Isaacson & Co
New York
$398K +$398K +893 New
AWM
1336
Aprio Wealth Management
Georgia
$396K +$84.7K +190 +27%
FFG
1337
Frisch Financial Group
New York
$394K +$394K +882 New
HCMG
1338
Howard Capital Management Group
California
$394K – – –
CFG
1339
Clayton Financial Group
Missouri
$393K – – –
HFRG
1340
Houlihan Financial Resource Group
Virginia
$392K – – –
JSC
1341
Jackson Square Capital
California
$392K – – –
GDP
1342
Great Diamond Partners
Maine
$389K -$4.91K -11 -1%
CWM
1343
Cornerstone Wealth Management
Missouri
$388K -$13.4K -30 -3%
MSS
1344
Mitchell Sinkler & Starr
Pennsylvania
$386K +$19.4K +40 +5%
BOS
1345
Bank of Stockton
California
$386K – – –
SC
1346
Sapient Capital
Indiana
$385K +$9.37K +21 +2%
CAAS
1347
Capital Asset Advisory Services
Michigan
$385K +$5.99K +13 +2%
WAP
1348
Wealthcare Advisory Partners
Pennsylvania
$383K +$74.1K +166 +24%
FA
1349
FDx Advisors
Illinois
$381K -$98.9K -222 -21%
NPT
1350
Nixon Peabody Trust
Massachusetts
$381K +$381K +854 New
52 53
54
55 56