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S&P Global

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
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1451
Cidel Asset Management
Ontario, Canada
$290K +$26.3K +59 +10%
AO
1452
Advisor OS
Illinois
$290K -$54K -121 -16%
ACM
1453
Avalon Capital Management
California
$289K -$892 -2 -0.3%
WFA
1454
Wellspring Financial Advisors
Ohio
$289K +$22.3K +50 +8%
SEA
1455
Stegent Equity Advisors
Texas
$289K -$16.9K -38 -6%
EFG
1456
Ethos Financial Group
Pennsylvania
$286K +$30.7K +67 +12%
PCS
1457
Personal CFO Solutions
New Jersey
$286K +$21.8K +49 +8%
CWM
1458
Campbell Wealth Management
Virginia
$285K
LCM
1459
LVM Capital Management
Michigan
$285K +$285K +638 New
GFA
1460
Gallagher Fiduciary Advisors
Illinois
$285K +$285K +639 New
RBC
1461
Romano Brothers & Co
Illinois
$285K -$5.8K -13 -2%
GAM
1462
Gould Asset Management
California
$285K +$13.4K +30 +5%
TFM
1463
TFC Financial Management
Massachusetts
$282K
TW
1464
Traveka Wealth
California
$280K +$14.7K +33 +6%
V
1465
VeraBank
Texas
$279K
ICP
1466
Interchange Capital Partners
Pennsylvania
$279K +$62K +139 +29%
VT
1467
Vise Technologies
New York
$279K +$279K +626 New
FNWA
1468
Financial Network Wealth Advisors
Utah
$279K +$279K +618 New
YIH
1469
Y-Intercept (HK)
Hong Kong
$276K -$3.65M -8,177 -93%
SFI
1470
SPC Financial Inc
Maryland
$275K +$275K +616 New
LS
1471
Livforsakringsbolaget Skandia
Sweden
$272K -$89.2K -200 -25%
BB
1472
Busey Bank
Illinois
$272K -$15.2K -34 -5%
LWMM
1473
Legacy Wealth Management (Mississippi)
Mississippi
$270K
PWA
1474
Physician Wealth Advisors
Utah
$270K -$12.7K -26 -4%
TBC
1475
Ted Buchan & Co
California
$269K