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S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
1376
Keynote Financial Services
Connecticut
$343K
TAM
1377
Taurus Asset Management
New York
$342K
MFA
1378
Mayflower Financial Advisors
Massachusetts
$341K +$12.9K +29 +4%
SGI
1379
Summit Global Investments
Utah
$341K -$257K -575 -43%
IC
1380
Inscription Capital
Texas
$341K -$140K -315 -29%
DWM
1381
Destination Wealth Management
California
$340K -$1.78K -4 -0.5%
BWG
1382
Berry Wealth Group
Texas
$340K +$36.1K +81 +12%
CWP
1383
Concord Wealth Partners
Virginia
$339K -$446 -1 -0.1%
H
1384
HoyleCohen
California
$335K
VCM
1385
Violich Capital Management
California
$335K
LP
1386
LB Partners
Virginia
$335K
SG
1387
Somerset Group
Minnesota
$335K
PP
1388
Pegasus Partners
Wisconsin
$335K +$335K +750 New
LNB
1389
Ledyard National Bank
$334K +$3.12K +7 +0.9%
MA
1390
MJP Associates
Connecticut
$334K +$18.7K +42 +6%
ACA
1391
Anchor Capital Advisors
Massachusetts
$330K -$3.57K -8 -1%
SG
1392
StoneX Group
New York
$328K +$115K +257 +54%
CPRC
1393
Consolidated Portfolio Review Corp
New York
$326K +$326K +731 New
SP
1394
Stablepoint Partners
Massachusetts
$326K +$4.9K +10 +2%
MCA
1395
MSH Capital Advisors
Arizona
$326K -$48.6K -109 -13%
ACH
1396
ArrowMark Colorado Holdings
Colorado
$326K
USCWA
1397
U.S. Capital Wealth Advisors
Texas
$325K +$9.37K +21 +3%
SRC
1398
Shufro Rose & Co
New York
$324K +$26.8K +60 +9%
JWM
1399
Janiczek Wealth Management
Colorado
$323K -$65.6K -147 -17%
OPCM
1400
Osborne Partners Capital Management
California
$323K