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S&P Global

1,812 hedge funds and large institutions have $115B invested in S&P Global in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 702 increasing their positions, 692 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,812
Holders Change
+60
Holders Change %
+3.42%
% of All Funds
26.26%
Holding in Top 10
56
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-25.33%
% of All Funds
0.81%
New
173
Increased
702
Reduced
692
Closed
91
Calls
$906M
Puts
$507M
Net Calls
+$399M
Net Calls Change
+$1.11B
Name Holding Trade Value Shares
Change
Shares
Change %
AFT
1351
Alpha Family Trust
California
$391K
AC
1352
Allstate Corporation
Illinois
$387K -$2.98K -7 -0.8%
CA
1353
Crewe Advisors
Utah
$387K +$387K +909 New
BAAM
1354
Baker Avenue Asset Management
California
$386K +$386K +908 New
LA
1355
LM Advisors
California
$385K
AIM
1356
Aigen Investment Management
New York
$384K +$384K +902 New
IWP
1357
Invenio Wealth Partners
Florida
$383K -$83.4K -196 -18%
CWM
1358
Cornerstone Wealth Management
Missouri
$383K +$3.83K +9 +1%
SCP
1359
Sivia Capital Partners
California
$383K -$1.7K -4 -0.4%
AA
1360
Alta Advisers
United Kingdom
$383K
PFA
1361
Plotkin Financial Advisors
Maryland
$383K
SB
1362
Strategic Blueprint
Georgia
$381K -$8.09K -19 -2%
EHC
1363
Everett Harris & Co
California
$378K
NG
1364
Norden Group
Utah
$377K +$377K +885 New
PPP
1365
Private Portfolio Partners
New Jersey
$377K -$3.4K -8 -0.9%
GDP
1366
Great Diamond Partners
Maine
$376K -$403K -948 -52%
HCMG
1367
Howard Capital Management Group
California
$376K +$134K +314 +55%
HFRG
1368
Houlihan Financial Resource Group
Virginia
$374K
JSC
1369
Jackson Square Capital
California
$374K -$16.2K -38 -4%
JWM
1370
Janiczek Wealth Management
Colorado
$371K +$24.7K +58 +7%
BOS
1371
Bank of Stockton
California
$368K -$4.25K -10 -1%
PWG
1372
Portside Wealth Group
Utah
$368K +$22.1K +52 +6%
TIM
1373
Triad Investment Management
California
$366K +$2.98K +7 +0.8%
GIA
1374
Gladstone Institutional Advisory
Florida
$361K -$37K -87 -9%
PTC
1375
Philadelphia Trust Company
Pennsylvania
$360K