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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 %
BB
1401
Burford Brothers
Texas
$399K
SIC
1402
Samalin Investment Counsel
New York
$399K +$516 +1 +0.1%
HFM
1403
Hartford Funds Management
Pennsylvania
$396K +$396K +766 New
MCCA
1404
Mill Creek Capital Advisors
Pennsylvania
$395K -$105K -203 -21%
CWP
1405
Concord Wealth Partners
Virginia
$395K +$2.58K +5 +0.7%
SGI
1406
Summit Global Investments
Utah
$393K -$2.07K -4 -0.5%
DIA
1407
Dana Investment Advisors
Wisconsin
$391K -$33.1K -64 -8%
CSB
1408
City State Bank
Iowa
$391K +$20.7K +40 +6%
BWG
1409
Berry Wealth Group
Texas
$391K -$3.1K -6 -0.8%
TA
1410
TrueWealth Advisors
Alabama
$389K +$389K +753 New
LP
1411
LB Partners
Virginia
$387K
SG
1412
Somerset Group
Minnesota
$387K
AO
1413
Advisor OS
Illinois
$387K +$51.6K +100 +15%
VCM
1414
Violich Capital Management
California
$387K
DWM
1415
Destination Wealth Management
California
$387K -$6.72K -13 -2%
IIC
1416
Integrated Investment Consultants
Michigan
$383K +$2.58K +5 +0.7%
BFO
1417
Biltmore Family Office
North Carolina
$381K +$23.2K +45 +7%
CFG
1418
Carr Financial Group
Massachusetts
$380K +$12.4K +24 +3%
BB
1419
Busey Bank
Illinois
$380K +$65.1K +126 +21%
MCM
1420
Manchester Capital Management
Vermont
$379K +$10.3K +20 +3%
CPRC
1421
Consolidated Portfolio Review Corp
New York
$378K +$516 +1 +0.1%
ACH
1422
ArrowMark Colorado Holdings
Colorado
$378K
WAP
1423
Wealthcare Advisory Partners
Pennsylvania
$377K -$66.1K -128 -15%
GBT
1424
Grove Bank & Trust
Florida
$376K +$26.9K +52 +8%
FFA
1425
Founders Financial Alliance
North Carolina
$375K -$136K -264 -27%