SPGI icon

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 %
GRP
1501
Global Retirement Partners
California
$254K -$28.1K -66 -10%
VAG
1502
VisionPoint Advisory Group
Texas
$254K -$5.96K -14 -2%
CMP
1503
Courage Miller Partners
Virginia
$253K
DOA
1504
D'Orazio & Associates
Virginia
$253K +$47.6K +112 +23%
SIC
1505
Samalin Investment Counsel
New York
$253K -$44.7K -105 -15%
MRWM
1506
ML&R Wealth Management
Texas
$253K
TW
1507
Traveka Wealth
California
$253K +$15.7K +37 +7%
PCS
1508
Personal CFO Solutions
New Jersey
$252K +$42.6K +100 +20%
CAM
1509
Cidel Asset Management
Ontario, Canada
$252K +$20.4K +48 +9%
MTC
1510
McDaniel Terry & Co
Texas
$251K +$31.9K +75 +15%
DMBA
1511
Deseret Mutual Benefit Administrators
Utah
$251K +$29.4K +69 +13%
PWS
1512
Peterson Wealth Services
Utah
$250K +$4.68K +11 +2%
ACA
1513
Affinity Capital Advisors
California
$250K +$6.38K +15 +3%
MIM
1514
Marco Investment Management
Georgia
$250K +$37.4K +88 +18%
GA
1515
Goldstein Advisors
Wisconsin
$249K -$5.96K -14 -2%
MAM
1516
Meeder Asset Management
Ohio
$247K +$32.8K +77 +15%
OC
1517
Oarsman Capital
Wisconsin
$246K -$78.3K -184 -24%
RPA
1518
Rock Point Advisors
Vermont
$245K -$31.9K -75 -12%
SW
1519
StrongBox Wealth
Missouri
$245K -$4.26K -10 -2%
CMS
1520
Capital Market Strategies
Florida
$245K
PI
1521
PineBridge Investments
New York
$244K -$11M -25,892 -98%
CFP
1522
Cascade Financial Partners
California
$243K +$243K +581 New
JMFC
1523
J.M. Forbes & Co
Massachusetts
$242K
CIP
1524
Convergence Investment Partners
Florida
$242K -$1.7K -4 -0.7%
IWA
1525
IVC Wealth Advisors
Pennsylvania
$241K