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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 %
ACH
1426
ArrowMark Colorado Holdings
Colorado
$311K
OPCM
1427
Osborne Partners Capital Management
California
$308K
EWM
1428
Endowment Wealth Management
Wisconsin
$308K -$12.8K -30 -4%
JLBC
1429
J.L. Bainbridge & Co
Florida
$305K -$23K -54 -7%
MRCM
1430
M&R Capital Management
New Jersey
$305K
CSB
1431
City State Bank
Iowa
$305K +$19.1K +45 +7%
TL
1432
Tradewinds LLC
North Carolina
$304K +$304K +691 New
CPA
1433
Capital Planning Advisors
California
$304K -$9.36K -22 -3%
SB
1434
Simmons Bank
Arkansas
$303K -$11.1K -26 -4%
VC
1435
Veracity Capital
Georgia
$302K +$11.5K +27 +4%
NB
1436
Northwest Bancshares
Pennsylvania
$302K -$425 -1 -0.1%
SWM
1437
Sculati Wealth Management
Michigan
$302K
USCWA
1438
U.S. Capital Wealth Advisors
Texas
$301K -$203K -478 -40%
CFG
1439
Carr Financial Group
Massachusetts
$300K +$2.13K +5 +0.7%
MA
1440
MJP Associates
Connecticut
$300K +$300K +706 New
EA
1441
Eclectic Associates
California
$299K
VFA
1442
Values First Advisors
Tennessee
$299K +$73.2K +172 +32%
SCM
1443
Sandler Capital Management
New York
$298K
SFSG
1444
Sound Financial Strategies Group
Mississippi
$298K +$4.26K +10 +1%
AWM
1445
Aprio Wealth Management
Georgia
$297K +$57K +134 +24%
BPFA
1446
Barnes Pettey Financial Advisors
Mississippi
$297K
CFO
1447
CVA Family Office
Colorado
$296K +$425 +1 +0.1%
AP
1448
Appleton Partners
Massachusetts
$295K -$3.4K -8 -1%
WAP
1449
Wealthcare Advisory Partners
Pennsylvania
$295K +$6.81K +16 +2%
AIA
1450
Alera Investment Advisors
Illinois
$295K +$19.6K +46 +7%