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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 %
BFO
1451
Biltmore Family Office
North Carolina
$294K
SEA
1452
Stegent Equity Advisors
Texas
$292K +$292K +686 New
BCFD
1453
Boit C.F. David
$291K
IFS
1454
Ifrah Financial Services
Arkansas
$290K +$851 +2 +0.3%
BWG
1455
Berry Wealth Group
Texas
$290K -$108K -254 -27%
MCM
1456
Manchester Capital Management
Vermont
$290K +$26.8K +63 +10%
ALAM
1457
Asahi Life Asset Management
Japan
$289K
CG
1458
Corundum Group
Colorado
$289K +$425 +1 +0.1%
WI
1459
WrapManager Inc
California
$289K -$48.5K -114 -14%
WA
1460
Wealth Architects
California
$288K -$425 -1 -0.1%
BIA
1461
Bell Investment Advisors
California
$288K -$425 -1 -0.1%
MIC
1462
Meridian Investment Counsel
California
$288K -$54.9K -129 -16%
GBT
1463
Grove Bank & Trust
Florida
$287K
SRC
1464
Shufro Rose & Co
New York
$284K
SHGA
1465
Sand Hill Global Advisors
California
$283K
GAG
1466
Goodman Advisory Group
Massachusetts
$279K
SP
1467
Stablepoint Partners
Massachusetts
$279K +$1.28K +3 +0.5%
TIA
1468
Traphagen Investment Advisors
New Jersey
$279K +$851 +2 +0.3%
WWS
1469
Wellington Wealth Strategies
Indiana
$278K -$15.7K -37 -5%
CP
1470
Canopy Partners
Ohio
$278K +$9.79K +23 +4%
CWM
1471
Compass Wealth Management
Connecticut
$278K
PPW
1472
Pasadena Private Wealth
California
$278K
RBC
1473
Romano Brothers & Co
Illinois
$277K
ACM
1474
Avalon Capital Management
California
$277K +$7.66K +18 +3%
FIM
1475
Freedom Investment Management
Connecticut
$277K -$77.8K -183 -22%