SPGI icon

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 %
TSS
1376
Two Sigma Securities
New York
$432K -$1.01M -1,964 -70%
MGIA
1377
Matthew Goff Investment Advisor
Texas
$432K
LW
1378
Linscomb Wealth
Texas
$432K -$63.5K -123 -13%
BOS
1379
Bank of Stockton
California
$431K -$16K -31 -4%
OL
1380
Optas LLC
Texas
$431K +$15K +29 +4%
APW
1381
Acima Private Wealth
Virginia
$427K
JIC
1382
Joel Isaacson & Co
New York
$425K -$36.2K -70 -8%
CWG
1383
Cornerstone Wealth Group
North Carolina
$425K +$10.3K +20 +2%
RFS
1384
Richardson Financial Services
Massachusetts
$424K +$1.34K +3 +0.3%
MAWA
1385
Moss Adams Wealth Advisors
Washington
$423K +$157K +304 +59%
IC
1386
Iconiq Capital
California
$422K +$422K +816 New
CAAS
1387
Capital Asset Advisory Services
Michigan
$419K -$14K -27 -3%
DCM
1388
Dudley Capital Management
Virginia
$417K +$417K +808 New
LNB
1389
Ledyard National Bank
$416K +$28.9K +56 +7%
NED
1390
Nancy E. Dempze
$413K +$413K +800 New
LA
1391
Legacy Advisors
Pennsylvania
$413K +$49.1K +95 +13%
PHS
1392
Pekin Hardy Strauss
Illinois
$412K
WA
1393
Waddell & Associates
Tennessee
$412K
CCA
1394
Childress Capital Advisors
Texas
$411K +$1.55K +3 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
1395
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$407K -$12M -23,302 -97%
WP
1396
WMS Partners
Maryland
$405K -$114K -220 -22%
CFG
1397
Clayton Financial Group
Missouri
$404K -$72.8K -141 -15%
BBP
1398
Banco BTG Pactual
Brazil
$403K -$474K -917 -54%
FCM
1399
Fourpath Capital Management
Oklahoma
$399K -$10.8K -21 -3%
SAM
1400
Strategy Asset Managers
California
$399K +$8.78K +17 +2%