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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 %
AC
1476
ASB Consultores
Florida
$275K +$275K +646 New
TA
1477
TFB Advisors
Kansas
$275K +$275K +660 New
BB
1478
Busey Bank
Illinois
$274K +$13.6K +32 +5%
CWM
1479
Campbell Wealth Management
Virginia
$272K +$272K +640 New
JIP
1480
Jaffetilchin Investment Partners
Florida
$271K -$426 -1 -0.2%
NAMP
1481
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K
TFM
1482
TFC Financial Management
Massachusetts
$269K +$851 +2 +0.3%
V
1483
VeraBank
Texas
$266K
ANTB
1484
AMG National Trust Bank
Colorado
$265K -$21.7K -51 -8%
SIC
1485
Salem Investment Counselors
North Carolina
$265K +$28.1K +66 +12%
NCFG
1486
New Century Financial Group
New Jersey
$265K -$33.6K -79 -11%
XF
1487
XML Financial
Maryland
$265K +$44.7K +105 +20%
JWCA
1488
J.W. Cole Advisors
Florida
$264K +$69K +162 +35%
EBA
1489
Eagle Bay Advisors
New York
$263K -$18.3K -43 -7%
LA
1490
Legacy Advisors
Pennsylvania
$262K -$50.6K -119 -16%
FMWA
1491
Forvis Mazars Wealth Advisors
Missouri
$260K -$6.81K -16 -3%
GAM
1492
Gould Asset Management
California
$259K
CIA
1493
Compass Ion Advisors
Pennsylvania
$258K -$16.2K -38 -6%
RA
1494
Ruggaard & Associates
Ohio
$258K +$11.5K +27 +5%
LWMM
1495
Legacy Wealth Management (Mississippi)
Mississippi
$257K
RDWM
1496
Red Door Wealth Management
Tennessee
$257K +$51.1K +120 +25%
TBC
1497
Ted Buchan & Co
California
$257K
TWP
1498
Tyche Wealth Partners
Texas
$256K -$426 -1 -0.2%
LI
1499
Lafayette Investments
Maryland
$255K +$40K +94 +19%
WFA
1500
Wellspring Financial Advisors
Ohio
$255K +$2.13K +5 +0.8%