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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
1
Wellington Management Group
Massachusetts
$3.82B
2
BlackRock
2
BlackRock
New York
$11.5B
3
TCI Fund Management
3
TCI Fund Management
United Kingdom
$4.64B
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$716M
5
Swedbank
5
Swedbank
Sweden
$348M

Top Sellers

1
CCM
1
Corsair Capital Management
New York
$20.2M
2
Capital World Investors
2
Capital World Investors
California
$523M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$79.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$712M
5
Citadel Advisors
5
Citadel Advisors
Florida
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1426
Corundum Group
Colorado
$303K – – –
BIA
1427
Bell Investment Advisors
California
$303K +$1.34K +3 +0.4%
SAM
1428
Strategy Asset Managers
California
$303K -$13.2K -33 -4%
MIC
1429
Meridian Investment Counsel
California
$301K – – –
GBT
1430
Grove Bank & Trust
Florida
$301K – – –
AP
1431
Appleton Partners
Massachusetts
$301K -$8.47K -19 -3%
DOA
1432
D'Orazio & Associates
Virginia
$301K +$35.7K +80 +13%
WANY
1433
Wealthspire Advisors (New York)
New York
$300K +$52.2K +117 +21%
IFS
1434
Ifrah Financial Services
Arkansas
$299K -$5.36K -12 -2%
AWP
1435
Ascent Wealth Partners
New York
$299K -$48.6K -109 -14%
NFSG
1436
Newbridge Financial Services Group
Florida
$297K +$282K +633 +1,862%
CPA
1437
Capital Planning Advisors
California
$297K -$21.4K -48 -7%
SHGA
1438
Sand Hill Global Advisors
California
$295K -$1.78K -4 -0.6%
VC
1439
Veracity Capital
Georgia
$294K -$23.2K -52 -7%
XF
1440
XML Financial
Maryland
$293K +$15.6K +35 +6%
WI
1441
WrapManager Inc
California
$293K -$10.3K -23 -3%
JIP
1442
Jaffetilchin Investment Partners
Florida
$292K +$8.48K +19 +3%
VFA
1443
Values First Advisors
Tennessee
$292K -$21K -47 -7%
ANTB
1444
AMG National Trust Bank
Colorado
$292K +$13.4K +30 +5%
PPW
1445
Pasadena Private Wealth
California
$291K – – –
CWM
1446
Compass Wealth Management
Connecticut
$291K – – –
JDR
1447
Jay D. Rosenbaum
$291K +$40.1K +90 +16%
FI
1448
FWG Investments
Kentucky
$291K -$39.7K -89 -12%
MAG
1449
MRA Advisory Group
New Jersey
$291K -$128K -286 -31%
LI
1450
Lafayette Investments
Maryland
$290K +$22.7K +51 +9%
56 57
58
59 60