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S&P Global

1,909 hedge funds and large institutions have $138B invested in S&P Global in 2024 Q3 according to their latest regulatory filings, with 196 funds opening new positions, 697 increasing their positions, 746 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,909
Holders Change
+93
Holders Change %
+5.12%
% of All Funds
27.61%
Holding in Top 10
66
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.76%
% of All Funds
0.95%
New
196
Increased
697
Reduced
746
Closed
82
Calls
$847M
Puts
$773M
Net Calls
+$74.1M
Net Calls Change
-$168M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1476
EverSource Wealth Advisors
Alabama
$335K +$107K +207 +47%
JWCA
1477
J.W. Cole Advisors
Florida
$334K +$334K +646 New
WWS
1478
Wellington Wealth Strategies
Indiana
$331K +$331K +689 New
KFS
1479
Keynote Financial Services
Connecticut
$331K -$67.2K -130 -17%
RBC
1480
Romano Brothers & Co
Illinois
$330K
GA
1481
Goldstein Advisors
Wisconsin
$328K +$27.9K +54 +9%
JIP
1482
Jaffetilchin Investment Partners
Florida
$327K -$11.4K -22 -3%
SRC
1483
Shufro Rose & Co
New York
$324K
AWP
1484
Ascent Wealth Partners
New York
$324K -$22.2K -43 -6%
V
1485
VeraBank
Texas
$323K
FI
1486
FWG Investments
Kentucky
$323K -$13.9K -27 -4%
FA
1487
Fermata Advisors
California
$320K +$12.9K +25 +4%
CIA
1488
Compass Ion Advisors
Pennsylvania
$318K +$4.65K +9 +1%
EGWAG
1489
Elwood & Goetz Wealth Advisory Group
Georgia
$316K +$316K +612 New
WMWM
1490
Whitaker-Myers Wealth Managers
Ohio
$316K +$316K +611 New
SWA
1491
Stratos Wealth Advisors
Ohio
$315K +$59.4K +115 +23%
GAM
1492
Gould Asset Management
California
$314K -$15.5K -30 -5%
TWP
1493
Tyche Wealth Partners
Texas
$314K +$3.1K +6 +1%
CMS
1494
Capital Market Strategies
Florida
$313K +$16K +31 +5%
TBC
1495
Ted Buchan & Co
California
$312K
PWP
1496
Phillips Wealth Planners
Mississippi
$312K +$32.3K +61 +12%
EFG
1497
Ethos Financial Group
Pennsylvania
$309K -$13.4K -26 -4%
USCWA
1498
U.S. Capital Wealth Advisors
Texas
$309K -$67.2K -130 -18%
BIA
1499
Benchmark Investment Advisors
Illinois
$308K -$355K -687 -54%
CMP
1500
Courage Miller Partners
Virginia
$307K