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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 %
BB
1401
Burford Brothers
Texas
$328K +$9.79K +23 +3%
BFA
1402
Brendel Financial Advisors
New Hampshire
$328K -$3.33M -7,846 -91%
AO
1403
Advisor OS
Illinois
$328K +$328K +771 New
KFS
1404
Keynote Financial Services
Connecticut
$328K +$328K +770 New
1WA
1405
180 Wealth Advisors
Washington
$327K +$113K +265 +53%
CAL
1406
Capital Advisors Ltd
Ohio
$326K +$11.1K +26 +4%
TAM
1407
Taurus Asset Management
New York
$326K
DWM
1408
Destination Wealth Management
California
$326K +$326K +766 New
CWP
1409
Concord Wealth Partners
Virginia
$323K +$14K +33 +5%
MIS
1410
Morningstar Investment Services
Illinois
$323K -$613K -1,448 -65%
MSS
1411
Mitchell Sinkler & Starr
Pennsylvania
$322K -$533K -1,252 -62%
MCCA
1412
Mill Creek Capital Advisors
Pennsylvania
$322K -$2.13K -5 -0.7%
H
1413
HoyleCohen
California
$320K -$25.5K -60 -7%
GS
1414
GTS Securities
New York
$320K -$2.3M -5,395 -88%
LP
1415
LB Partners
Virginia
$319K
SG
1416
Somerset Group
Minnesota
$319K
VCM
1417
Violich Capital Management
California
$319K
ACA
1418
Anchor Capital Advisors
Massachusetts
$318K -$8.08K -19 -2%
LNB
1419
Ledyard National Bank
$316K -$2.98K -7 -0.9%
FI
1420
FWG Investments
Kentucky
$315K -$13.6K -32 -4%
FTIS
1421
First Trust Investment Solutions
Florida
$315K +$11.5K +27 +4%
MFA
1422
Mayflower Financial Advisors
Massachusetts
$313K +$9.36K +22 +3%
IIC
1423
Integrated Investment Consultants
Michigan
$313K -$851 -2 -0.3%
PP
1424
Patten & Patten
Tennessee
$312K +$3.83K +9 +1%
G
1425
Gainplan
Michigan
$311K