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

Top Sellers

1
CCM
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
Citadel Advisors
Florida
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
1401
Endowment Wealth Management
Wisconsin
$322K -$892 -2 -0.3%
MRCM
1402
M&R Capital Management
New Jersey
$321K – – –
CSB
1403
City State Bank
Iowa
$320K – – –
MCM
1404
Manchester Capital Management
Vermont
$318K +$14.3K +32 +5%
CFG
1405
Carr Financial Group
Massachusetts
$318K +$2.68K +6 +0.8%
FWM
1406
Foguth Wealth Management
Michigan
$318K +$103K +230 +48%
NB
1407
Northwest Bancshares
Pennsylvania
$316K – – –
SWM
1408
Sculati Wealth Management
Michigan
$316K – – –
CP
1409
Canopy Partners
Ohio
$314K +$22.7K +51 +8%
LA
1410
Legacy Advisors
Pennsylvania
$314K +$39.2K +88 +14%
FFM
1411
Fullerton Fund Management
Singapore
$314K -$12.5M -28,086 -98%
IIC
1412
Integrated Investment Consultants
Michigan
$313K – – –
EA
1413
Eclectic Associates
California
$313K – – –
BCFD
1414
Boit C.F. David
$312K – – –
SCM
1415
Sandler Capital Management
New York
$312K – – –
CFO
1416
CVA Family Office
Colorado
$312K +$1.78K +4 +0.6%
BPFA
1417
Barnes Pettey Financial Advisors
Mississippi
$311K – – –
HR
1418
Hardy Reed
Mississippi
$311K +$311K +697 New
SB
1419
Simmons Bank
Arkansas
$310K -$7.58K -17 -2%
WA
1420
Wealth Architects
California
$310K +$7.58K +17 +3%
BFO
1421
Biltmore Family Office
North Carolina
$309K – – –
MCWA
1422
Meadow Creek Wealth Advisors
Georgia
$307K -$43.7K -98 -12%
SF
1423
Symphony Financial
Texas
$306K -$44.9K -100 -13%
PP
1424
Patten & Patten
Tennessee
$305K -$22.3K -50 -7%
JLBC
1425
J.L. Bainbridge & Co
Florida
$304K -$15.6K -35 -5%
55 56
57
58 59