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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
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETIA
1351
Epic Trust Investment Advisors
Washington
$379K +$14.3K +32 +4%
RA
1352
RFG Advisory
Alabama
$379K +$162K +364 +75%
PTC
1353
Philadelphia Trust Company
Pennsylvania
$377K – – –
OL
1354
OneFund LLC
Florida
$374K +$2.68K +6 +0.7%
MGIA
1355
Matthew Goff Investment Advisor
Texas
$373K – – –
CF
1356
Convergence Financial
Missouri
$370K +$370K +829 New
APW
1357
Acima Private Wealth
Virginia
$368K – – –
DIA
1358
Dana Investment Advisors
Wisconsin
$366K -$165K -371 -31%
DM
1359
Deerfield Management
New York
$364K +$364K +817 New
3IP
1360
3Chopt Investment Partners
Virginia
$362K +$362K +812 New
OL
1361
Optas LLC
Texas
$359K +$7.14K +16 +2%
CWG
1362
Cornerstone Wealth Group
North Carolina
$358K +$358K +802 New
1WA
1363
180 Wealth Advisors
Washington
$356K -$7.57K -16 -2%
FNWM
1364
Financial Network Wealth Management
Utah
$356K +$356K +800 New
PHS
1365
Pekin Hardy Strauss
Illinois
$355K – – –
WA
1366
Waddell & Associates
Tennessee
$355K – – –
CAL
1367
Capital Advisors Ltd
Ohio
$355K +$13.8K +31 +4%
FCM
1368
Fourpath Capital Management
Oklahoma
$354K +$892 +2 +0.3%
CCA
1369
Childress Capital Advisors
Texas
$353K +$4.91K +11 +1%
NCFG
1370
New Century Financial Group
New Jersey
$351K +$73.6K +165 +26%
G
1371
Gainplan
Michigan
$351K +$24.1K +54 +7%
PWG
1372
Portside Wealth Group
Utah
$350K -$35.2K -79 -9%
ACIM
1373
Azimuth Capital Investment Management
Michigan
$346K – – –
BB
1374
Burford Brothers
Texas
$344K – – –
SIC
1375
Samalin Investment Counsel
New York
$344K +$79K +177 +30%
53 54
55
56 57