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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 %
TA
1326
TFB Advisors
Kansas
$500K +$2.58K +5 +0.5%
PIA
1327
Pinion Investment Advisors
Kansas
$500K +$15.5K +30 +3%
MWM
1328
Modera Wealth Management
New Jersey
$499K +$2.58K +5 +0.5%
NCFG
1329
New Century Financial Group
New Jersey
$495K +$88.8K +172 +22%
CWA
1330
Cornerstone Wealth Advisors
Minnesota
$493K
WCM
1331
Winthrop Capital Management
Indiana
$493K -$6.2K -12 -1%
EAM
1332
Eschler Asset Management
United Kingdom
$491K -$359K -694 -42%
PTC
1333
Philadelphia Trust Company
Pennsylvania
$490K +$53.7K +104 +12%
RWM
1334
Revisor Wealth Management
Ohio
$488K -$19.6K -38 -4%
PP
1335
Pegasus Partners
Wisconsin
$486K +$98.2K +190 +25%
MIP
1336
Marietta Investment Partners
Wisconsin
$483K
OAM
1337
Oxford Asset Management
United Kingdom
$483K +$483K +935 New
EA
1338
Emerald Advisers
Pennsylvania
$481K -$11.4K -22 -2%
RP
1339
Riverwater Partners
Wisconsin
$481K
CFO
1340
Callan Family Office
Pennsylvania
$481K +$216K +418 +81%
FG
1341
Fiduciary Group
Georgia
$480K -$8.27K -16 -2%
PWMG
1342
Prestige Wealth Management Group
New Jersey
$479K -$427K -827 -47%
TF
1343
Tenon Financial
New Jersey
$479K
CC
1344
Centiva Capital
New York
$478K +$478K +926 New
CWM
1345
Cornerstone Wealth Management
Missouri
$477K +$27.4K +53 +6%
AIA
1346
Alera Investment Advisors
Illinois
$476K -$52.2K -101 -10%
AFT
1347
Alpha Family Trust
California
$475K
SCP
1348
Sivia Capital Partners
California
$471K
HCMG
1349
Howard Capital Management Group
California
$471K +$14.5K +28 +3%
KWA
1350
Kingswood Wealth Advisors
California
$470K -$113K -219 -19%