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S&P Global

1,614 hedge funds and large institutions have $100B invested in S&P Global in 2023 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 631 increasing their positions, 598 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,614
Holders Change
+1
Holders Change %
+0.06%
% of All Funds
25.73%
Holding in Top 10
58
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-19.44%
% of All Funds
0.92%
New
127
Increased
631
Reduced
598
Closed
105
Calls
$562M
Puts
$1.12B
Net Calls
-$563M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
1451
Resurgent Financial Advisors
Georgia
$96.5K -$32.9K -90 -25%
HIIFS
1452
Harel Insurance Investments & Financial Services
Israel
$96K
SPWM
1453
Spartan Planning & Wealth Management
North Carolina
$95K +$95K +260 New
CCP
1454
Carmel Capital Partners
California
$93.2K +$27.4K +75 +42%
WB
1455
Webster Bank
Connecticut
$91.4K
AGWCA
1456
Annis Gardner Whiting Capital Advisors
Florida
$85.1K +$85.1K +233 New
AA
1457
Ancora Advisors
Ohio
$84.9K +$23.4K +64 +38%
SWM
1458
Sugarloaf Wealth Management
Georgia
$83.7K +$34.7K +95 +71%
BAAM
1459
Baker Avenue Asset Management
California
$83.7K +$365 +1 +0.4%
DCM
1460
Disciplina Capital Management
Tennessee
$83.6K +$365 +1 +0.4%
FMII
1461
Farmers & Merchants Investments Inc
Nebraska
$83.3K
WPA
1462
West Paces Advisors
Georgia
$82.9K
Jones Financial Companies
1463
Jones Financial Companies
Missouri
$74.9K +$16.1K +44 +27%
FWM
1464
Focused Wealth Management
New York
$74.2K
PP
1465
PFS Partners
New Jersey
$71.6K +$365 +1 +0.5%
CPG
1466
Cornerstone Planning Group
New Jersey
$68.7K -$7.31K -20 -10%
HWA
1467
HHM Wealth Advisors
Tennessee
$61.8K
MWM
1468
Mascoma Wealth Management
New Hampshire
$61.8K +$31.1K +85 +101%
GWM
1469
Geneos Wealth Management
Colorado
$61.5K +$18.3K +50 +42%
CHA
1470
Carmichael Hill & Associates
Maryland
$61K
JWA
1471
JFS Wealth Advisors
Pennsylvania
$60.7K +$23.4K +64 +63%
MCM
1472
MV Capital Management
Maryland
$59.6K +$2.56K +7 +4%
SFG
1473
Steward Financial Group
Texas
$59K +$12.3K +34 +26%
ITIM
1474
Indiana Trust & Investment Management
Indiana
$56.6K +$56.6K +155 New
AWM
1475
Atticus Wealth Management
Florida
$56.3K