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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 %
RA
1476
Ruggaard & Associates
Ohio
$269K -$1.78K -4 -0.7%
TWP
1477
Tyche Wealth Partners
Texas
$268K +$446 +1 +0.2%
NC
1478
nVerses Capital
Florida
$268K +$268K +600 New
PWS
1479
Peterson Wealth Services
Utah
$266K +$3.57K +8 +1%
FA
1480
Fermata Advisors
California
$266K +$266K +595 New
CMP
1481
Courage Miller Partners
Virginia
$265K – – –
MIM
1482
Marco Investment Management
Georgia
$262K – – –
ACA
1483
Affinity Capital Advisors
California
$262K -$446 -1 -0.2%
OC
1484
Oarsman Capital
Wisconsin
$261K +$3.12K +7 +1%
IWA
1485
IVC Wealth Advisors
Pennsylvania
$260K +$6.69K +15 +3%
MCM
1486
Mitchell Capital Management
Kansas
$259K -$179K -402 -41%
GA
1487
Goldstein Advisors
Wisconsin
$259K -$1.78K -4 -0.7%
CFP
1488
Cascade Financial Partners
California
$259K – – –
CIA
1489
Compass Ion Advisors
Pennsylvania
$258K – – –
GAG
1490
Goodman Advisory Group
Massachusetts
$257K -$35.7K -80 -12%
SW
1491
StrongBox Wealth
Missouri
$256K – – –
CMS
1492
Capital Market Strategies
Florida
$256K – – –
KFI
1493
Key Financial Inc
Pennsylvania
$255K +$80.3K +180 +46%
JMFC
1494
J.M. Forbes & Co
Massachusetts
$254K – – –
RDWM
1495
Red Door Wealth Management
Tennessee
$252K -$18.3K -41 -7%
NFC
1496
Northeast Financial Consultants
Connecticut
$252K – – –
HIGP
1497
Hill Investment Group Partners
Missouri
$251K +$3.47K +7 +1%
BFG
1498
Bouchey Financial Group
New York
$251K +$7.12K +16 +3%
FIM
1499
Freedom Investment Management
Connecticut
$251K -$39.2K -88 -14%
CIP
1500
Convergence Investment Partners
Florida
$250K -$3.57K -8 -1%
58 59
60
61 62